Purchases and Sales Made in Q3 2025 in Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
739K+ 137.09% |
$25.5M - $27.5M
|
1.28M
$48.8M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
663KNew |
$22.9M - $24.7M
|
663K
$25.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
609K+ 20.93% |
$21M - $22.7M
|
3.52M
$134M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
532K+ 105.5% |
$18.4M - $19.8M
|
1.04M
$39.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
421K+ 19.94% |
$14.5M - $15.7M
|
2.53M
$96.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
334K+ 37.19% |
$11.5M - $12.5M
|
1.23M
$47.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
289K+ 4.11% |
$9.97M - $10.8M
|
7.31M
$279M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
253K+ 2.04% |
$8.75M - $9.45M
|
12.7M
$484M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
233K+ 6.2% |
$8.06M - $8.7M
|
3.99M
$153M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
173KNew |
$5.97M - $6.45M
|
173K
$6.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
156K+ 18.29% |
$5.39M - $5.82M
|
1.01M
$38.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
153K+ 264.87% |
$5.3M - $5.72M
|
211K
$8.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
133K+ 700.41% |
$4.59M - $4.95M
|
152K
$5.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130K+ 17.81% |
$4.51M - $4.86M
|
863K
$33M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
117K+ 1648.67% |
$4.03M - $4.35M
|
124K
$4.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 6.72% |
$3.78M - $4.07M
|
1.74M
$66.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
105K+ 33.86% |
$3.62M - $3.9M
|
414K
$15.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
102KNew |
$3.53M - $3.81M
|
102K
$3.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91.9K+ 12.16% |
$3.17M - $3.43M
|
848K
$32.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
87.5K+ 3.09% |
$3.02M - $3.26M
|
2.92M
$112M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
85.7KNew |
$2.96M - $3.2M
|
85.7K
$3.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
81.1K+ 4.22% |
$2.8M - $3.02M
|
2M
$76.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
80.1KNew |
$2.77M - $2.98M
|
80.1K
$3.06M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.4K+ 5.99% |
$2.36M - $2.55M
|
1.21M
$46.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
59.9K+ 5.78% |
$2.07M - $2.23M
|
1.1M
$41.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50.9K+ 3.63% |
$1.76M - $1.9M
|
1.45M
$55.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.5K+ 19.25% |
$1.74M - $1.88M
|
313K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
48.6K+ 13.03% |
$1.68M - $1.81M
|
421K
$16.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
47.3K+ 70.57% |
$1.63M - $1.76M
|
114K
$4.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
44.8K+ 12.32% |
$1.55M - $1.67M
|
408K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.5K+ 81.78% |
$1.5M - $1.62M
|
96.8K
$3.7M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
41.1KNew |
$1.42M - $1.53M
|
41.1K
$1.57M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
40.4K+ 19.81% |
$1.4M - $1.51M
|
245K
$9.35M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
39.7KNew |
$1.37M - $1.48M
|
39.7K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
39.1K+ 5.75% |
$1.35M - $1.46M
|
719K
$27.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
38.1K+ 53.07% |
$1.32M - $1.42M
|
110K
$4.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35.9K+ 48.79% |
$1.24M - $1.34M
|
109K
$4.18M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
35.4KNew |
$1.22M - $1.32M
|
35.4K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.7K+ 17.66% |
$1.2M - $1.3M
|
231K
$8.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
34.3K+ 21.25% |
$1.18M - $1.28M
|
196K
$7.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.7K+ 18.13% |
$1.16M - $1.26M
|
220K
$8.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
33.5K+ 6.2% |
$1.16M - $1.25M
|
574K
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.4K+ 18.91% |
$1.08M - $1.17M
|
197K
$7.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
30.3KNew |
$1.05M - $1.13M
|
30.3K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29.9K+ 136.6% |
$1.03M - $1.12M
|
51.8K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
28.5KNew |
$983K - $1.06M
|
28.5K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
28K+ 18.57% |
$969K - $1.05M
|
179K
$6.84M
|
|
|
Nov 03, 2025
Q3 2025
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
- |
27KNew |
$933K - $1.01M
|
27K
$1.03M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26K+ 28.4% |
$899K - $971K
|
118K
$4.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
25.9K+ 19.94% |
$894K - $965K
|
156K
$5.95M
|
|