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 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.4K- 2.2% |
$483K - $605K
|
771K
$27.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 3.58% |
$548K - $687K
|
531K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-22K- 12.12% |
$613K - $768K
|
160K
$5.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-24.9K- 10.88% |
$693K - $868K
|
204K
$7.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-29.2K- 42.96% |
$813K - $1.02M
|
38.8K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-31.5K- 27.07% |
$875K - $1.1M
|
84.8K
$3.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-32.6K- 11.35% |
$906K - $1.14M
|
255K
$9.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-37.2K- 16.49% |
$1.03M - $1.3M
|
188K
$6.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-41.5K- 3.85% |
$1.15M - $1.45M
|
1.04M
$37.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-50.9K- 21.46% |
$1.41M - $1.77M
|
186K
$6.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-144K- 64.15% |
$3.99M - $5M
|
80.3K
$2.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-161K- 18.18% |
$4.49M - $5.62M
|
726K
$26.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-274K- 27.78% |
$7.61M - $9.55M
|
712K
$25.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-712K- 84.84% |
$19.8M - $24.8M
|
127K
$4.6M
|