Purchases and Sales Made in Q1 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.79M+ 2214.29% |
$37.7M - $38.8M
|
1.87M
$40.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.06M+ 470.31% |
$22.4M - $23.1M
|
1.29M
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
671K+ 17.32% |
$14.2M - $14.6M
|
4.54M
$98.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
542K+ 12.49% |
$11.4M - $11.8M
|
4.88M
$106M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
464K+ 2946.89% |
$9.8M - $10.1M
|
480K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
338K+ 2063.11% |
$7.13M - $7.34M
|
354K
$7.71M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
282KNew |
$5.96M - $6.13M
|
282K
$6.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
259K+ 8.98% |
$5.48M - $5.64M
|
3.15M
$68.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
243K+ 11.28% |
$5.14M - $5.29M
|
2.4M
$52.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
239K+ 16696.85% |
$5.04M - $5.18M
|
240K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
214K+ 21.48% |
$4.51M - $4.64M
|
1.21M
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
198K+ 9.07% |
$4.18M - $4.3M
|
2.38M
$51.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
198K+ 7.97% |
$4.17M - $4.29M
|
2.68M
$58.3M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
196K+ 305.98% |
$4.14M - $4.26M
|
260K
$5.66M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
151K+ 36.76% |
$3.19M - $3.28M
|
562K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
144K+ 12.28% |
$3.03M - $3.12M
|
1.31M
$28.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
116K+ 18.38% |
$2.45M - $2.52M
|
747K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
113KNew |
$2.38M - $2.45M
|
113K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
112K+ 38.3% |
$2.36M - $2.43M
|
403K
$8.78M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
103KNew |
$2.17M - $2.23M
|
103K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94.3K+ 17.98% |
$1.99M - $2.05M
|
618K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92.9K+ 97.96% |
$1.96M - $2.02M
|
188K
$4.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.2K+ 5.15% |
$1.93M - $1.98M
|
1.86M
$40.5M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
83.8K+ 28.88% |
$1.77M - $1.82M
|
374K
$8.15M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.6K+ 23.87% |
$1.74M - $1.8M
|
429K
$9.34M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
78.7KNew |
$1.66M - $1.71M
|
78.7K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
74.6K+ 21.69% |
$1.57M - $1.62M
|
418K
$9.11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71.6K+ 78.82% |
$1.51M - $1.56M
|
162K
$3.54M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
70.1K+ 10.19% |
$1.48M - $1.52M
|
758K
$16.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.6K+ 3.75% |
$1.47M - $1.51M
|
1.93M
$41.9M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
65.3K+ 98.13% |
$1.38M - $1.42M
|
132K
$2.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
64.7K+ 37.76% |
$1.37M - $1.41M
|
236K
$5.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
64.7K+ 4.43% |
$1.36M - $1.4M
|
1.52M
$33.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
58.8K+ 8.72% |
$1.24M - $1.28M
|
734K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
49.5K+ 26.88% |
$1.04M - $1.08M
|
234K
$5.09M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
49.2KNew |
$1.04M - $1.07M
|
49.2K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
48.7K+ 50.06% |
$1.03M - $1.06M
|
146K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.6K+ 17.51% |
$1.03M - $1.06M
|
326K
$7.1M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
47.5K+ 6.44% |
$1M - $1.03M
|
786K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
45.5K+ 35.55% |
$961K - $989K
|
174K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
44.9KNew |
$947K - $975K
|
44.9K
$977K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.6K+ 461800.0% |
$877K - $903K
|
41.6K
$905K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
36.4K+ 15.35% |
$768K - $791K
|
274K
$5.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
36.2K+ 176.5% |
$765K - $787K
|
56.8K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.4K+ 32.31% |
$641K - $660K
|
124K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
29.1KNew |
$613K - $631K
|
29.1K
$633K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
28.6K+ 78.09% |
$603K - $621K
|
65.2K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.8K+ 4.64% |
$566K - $583K
|
605K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.8K+ 29.75% |
$565K - $581K
|
117K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
25.1K+ 165.58% |
$531K - $546K
|
40.3K
$878K
|