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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.48K+ 19.19% |
$94.6K - $97.4K
|
27.8K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.42K+ 21.54% |
$93.4K - $96.1K
|
25K
$544K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.26K+ 71.37% |
$89.9K - $92.5K
|
10.2K
$223K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.19K+ 16.21% |
$88.5K - $91K
|
30K
$654K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.06K+ 26.51% |
$85.7K - $88.2K
|
19.4K
$422K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3.91K+ 0.66% |
$82.6K - $85K
|
594K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.91K+ 5.9% |
$82.5K - $85K
|
70.2K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.54K+ 4.64% |
$74.8K - $77K
|
79.9K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.5K+ 32.11% |
$73.9K - $76.1K
|
14.4K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 6.63% |
$72.6K - $74.8K
|
55.3K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.29K+ 2.11% |
$69.5K - $71.5K
|
159K
$3.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.18K+ 5.08% |
$67.1K - $69K
|
65.8K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.13K+ 14.89% |
$66K - $67.9K
|
24.1K
$525K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.97K+ 50.9% |
$62.6K - $64.5K
|
8.8K
$192K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.52K+ 5.5% |
$53.3K - $54.8K
|
48.4K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$52.1K - $53.7K
|
2.47K
$53.8K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.35K+ 0.57% |
$49.7K - $51.2K
|
413K
$9M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.25K+ 21.29% |
$47.5K - $48.9K
|
12.8K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99K+ 10.52% |
$42K - $43.2K
|
20.9K
$455K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.99K+ 5.09% |
$41.9K - $43.2K
|
41K
$893K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.89K+ 8.37% |
$39.9K - $41K
|
24.5K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.87K+ 5.63% |
$39.6K - $40.7K
|
35.2K
$766K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.84K+ 7.41% |
$38.8K - $40K
|
26.7K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.81K+ 4.26% |
$38.3K - $39.4K
|
44.4K
$967K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 6.47% |
$37.7K - $38.9K
|
29.4K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.76K+ 25.42% |
$37.2K - $38.2K
|
8.69K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.67K+ 15.58% |
$35.2K - $36.2K
|
12.4K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.65K+ 0.52% |
$34.8K - $35.8K
|
319K
$6.95M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 97.7% |
$30.5K - $31.4K
|
2.92K
$63.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.44K+ 4.13% |
$30.4K - $31.3K
|
36.4K
$792K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.43K+ 73.09% |
$30.3K - $31.2K
|
3.4K
$74K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.42K+ 6.63% |
$30K - $30.9K
|
22.8K
$498K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.39KNew |
$29.3K - $30.2K
|
1.39K
$30.3K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.36KNew |
$28.6K - $29.4K
|
1.36K
$29.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.17K+ 25.34% |
$24.7K - $25.4K
|
5.79K
$126K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12K+ 2.51% |
$23.6K - $24.3K
|
45.8K
$998K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.08K+ 4.95% |
$22.7K - $23.4K
|
22.8K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
982+ 2.46% |
$20.7K - $21.3K
|
40.9K
$892K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
970New |
$20.5K - $21.1K
|
970
$21.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
927+ 6.05% |
$19.6K - $20.1K
|
16.2K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
911+ 3.72% |
$19.2K - $19.8K
|
25.4K
$553K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
891+ 1.86% |
$18.8K - $19.4K
|
48.9K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
879+ 2.05% |
$18.6K - $19.1K
|
43.7K
$952K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
810New |
$17.1K - $17.6K
|
810
$17.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
690+ 1.33% |
$14.6K - $15K
|
52.4K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
543+ 207.25% |
$11.5K - $11.8K
|
805
$17.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
529+ 0.59% |
$11.2K - $11.5K
|
89.9K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
468+ 5.33% |
$9.88K - $10.2K
|
9.25K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$8.44K - $8.69K
|
400
$8.71K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
323+ 0.79% |
$6.82K - $7.02K
|
41K
$892K
|