Purchases and Sales Made in Q4 2025 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
99.5KNew |
$3.57M - $3.84M
|
99.5K
$3.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
29.4K+ 472.3% |
$1.06M - $1.13M
|
35.6K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
19.6KNew |
$702K - $754K
|
19.6K
$747K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
15.9K+ 12.69% |
$572K - $614K
|
141K
$5.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.7K+ 5.45% |
$529K - $568K
|
285K
$10.9M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
11.5K+ 185.79% |
$414K - $444K
|
17.7K
$677K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.5K+ 6.44% |
$379K - $407K
|
174K
$6.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.45KNew |
$267K - $287K
|
7.45K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
7.3KNew |
$262K - $281K
|
7.3K
$279K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
6.38K+ 64.41% |
$229K - $246K
|
16.3K
$622K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.99KNew |
$215K - $231K
|
5.99K
$229K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.25KNew |
$189K - $202K
|
5.25K
$201K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5.17KNew |
$186K - $199K
|
5.17K
$198K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.51K+ 2.23% |
$162K - $174K
|
206K
$7.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.67K+ 15.97% |
$95.8K - $103K
|
19.4K
$740K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.19K+ 8.2% |
$78.8K - $84.6K
|
28.9K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.12K+ 33.22% |
$76.3K - $81.9K
|
8.52K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.73K+ 11.67% |
$62K - $66.6K
|
16.5K
$631K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 3.3% |
$47.4K - $50.9K
|
41.3K
$1.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
851+ 62.21% |
$30.6K - $32.8K
|
2.22K
$84.8K
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
823+ 8.63% |
$29.6K - $31.7K
|
10.4K
$396K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
664+ 4.08% |
$23.8K - $25.6K
|
16.9K
$647K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
290+ 4.75% |
$10.4K - $11.2K
|
6.4K
$244K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
154+ 2.41% |
$5.53K - $5.94K
|
6.54K
$250K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
70+ 0.81% |
$2.51K - $2.7K
|
8.68K
$332K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
10+ 0.16% |
$359 - $386
|
6.39K
$244K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.37% |
$215 - $231
|
443
$16.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.05% |
$108 - $116
|
5.78K
$221K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-84- 0.66% |
$3.02K - $3.24K
|
12.6K
$480K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 3.64% |
$3.59K - $3.86K
|
2.65K
$101K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-128- 1.04% |
$4.6K - $4.94K
|
12.2K
$467K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
SELL
|
- |
-275- 0.75% |
$9.88K - $10.6K
|
36.3K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-610- 61.74% |
$21.9K - $23.5K
|
378
$14.4K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-617- 9.76% |
$22.2K - $23.8K
|
5.71K
$218K
|
|
|
Jan 09, 2026
Q4 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.06K- 2.66% |
$37.9K - $40.7K
|
38.6K
$1.47M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 2.01% |
$45.2K - $48.6K
|
61.5K
$2.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.69K- 11.8% |
$60.5K - $65K
|
12.6K
$482K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.73K- 22.0% |
$98K - $105K
|
9.68K
$370K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.52K- 17.04% |
$126K - $136K
|
17.1K
$655K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.94K- 7.6% |
$213K - $229K
|
72.3K
$2.76M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-6.5K- 16.36% |
$233K - $251K
|
33.2K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.06K- 26.93% |
$289K - $311K
|
21.9K
$835K
|
|