Purchases and Sales Made in Q2 2025 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-1.86K- 1.97% |
$51.8K - $64.9K
|
92.7K
$3.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-1.88K- 1.35% |
$52.2K - $65.5K
|
137K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.9K- 1.54% |
$52.7K - $66.1K
|
121K
$4.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.98K- 9.86% |
$54.9K - $68.9K
|
18.1K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.98K- 2.67% |
$55.1K - $69K
|
72.2K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.01K- 13.67% |
$55.8K - $70K
|
12.7K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-2.1K- 8.53% |
$58.4K - $73.2K
|
22.5K
$815K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.28K- 5.21% |
$63.3K - $79.4K
|
41.4K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.46K- 1.73% |
$68.2K - $85.5K
|
139K
$5.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.5K- 6.3% |
$69.4K - $87K
|
37.1K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-2.61K- 13.64% |
$72.4K - $90.8K
|
16.5K
$597K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.72K- 8.88% |
$75.6K - $94.8K
|
27.9K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.85K- 0.8% |
$79.3K - $99.4K
|
351K
$12.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.96K- 13.05% |
$82.3K - $103K
|
19.7K
$714K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.48K- 35.61% |
$96.7K - $121K
|
6.29K
$228K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.5K- 7.04% |
$97.1K - $122K
|
46.2K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.5K- 8.98% |
$97.2K - $122K
|
35.4K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.61K- 2.41% |
$100K - $126K
|
146K
$5.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.93K- 34.31% |
$109K - $137K
|
7.52K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.08K- 5.68% |
$113K - $142K
|
67.7K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.08K- 17.38% |
$113K - $142K
|
19.4K
$702K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.56K- 17.05% |
$127K - $159K
|
22.2K
$803K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.7K- 12.33% |
$131K - $164K
|
33.4K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.91K- 2.54% |
$136K - $171K
|
189K
$6.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-5.17K- 5.59% |
$144K - $180K
|
87.3K
$3.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.28K- 8.19% |
$147K - $184K
|
59.2K
$2.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.95K- 0.87% |
$165K - $207K
|
680K
$24.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-6.2K- 20.8% |
$172K - $216K
|
23.6K
$854K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.28K- 21.85% |
$175K - $219K
|
22.5K
$813K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-6.36K- 8.71% |
$177K - $221K
|
66.6K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.4K- 28.57% |
$178K - $223K
|
16K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.48K- 8.49% |
$180K - $226K
|
69.8K
$2.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-6.74K- 8.67% |
$187K - $235K
|
71K
$2.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.85K- 1.3% |
$190K - $239K
|
521K
$18.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.54K- 2.24% |
$209K - $263K
|
329K
$11.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-8.27K- 46.98% |
$230K - $288K
|
9.33K
$338K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.36K- 63.0% |
$232K - $291K
|
4.91K
$178K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.64K- 32.57% |
$240K - $301K
|
17.9K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.93K- 6.82% |
$248K - $311K
|
122K
$4.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.75K- 7.64% |
$271K - $340K
|
118K
$4.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 30.07% |
$302K - $379K
|
25.3K
$915K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 42.01% |
$304K - $381K
|
15.1K
$546K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.5K- 9.1% |
$320K - $402K
|
115K
$4.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-11.6KClosed |
$322K - $403K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-12.9K- 3.11% |
$357K - $448K
|
400K
$14.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-12.9K- 5.67% |
$357K - $448K
|
214K
$7.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.5K- 25.95% |
$375K - $470K
|
38.5K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-14.6K- 32.61% |
$406K - $509K
|
30.2K
$1.09M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15.6K- 21.03% |
$434K - $544K
|
58.6K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.5K- 3.5% |
$459K - $575K
|
455K
$16.5M
|