Purchases and Sales Made in Q2 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-15.9K- 14.89% |
$339K - $350K
|
90.9K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-16.3K- 7.49% |
$346K - $358K
|
201K
$4.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.5K- 2.73% |
$351K - $362K
|
588K
$13.1M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-16.6K- 6.96% |
$352K - $364K
|
221K
$4.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.3K- 57.0% |
$497K - $513K
|
17.6K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.5K- 39.05% |
$649K - $670K
|
47.6K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-58.7K- 7.86% |
$1.25M - $1.29M
|
689K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-63.3K- 82.37% |
$1.35M - $1.39M
|
13.5K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-99.8K- 62.72% |
$2.12M - $2.19M
|
59.3K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-153K- 94.19% |
$3.26M - $3.36M
|
9.44K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-485K- 18.5% |
$10.3M - $10.7M
|
2.14M
$47.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-883K- 44.29% |
$18.8M - $19.4M
|
1.11M
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-984K- 76.37% |
$20.9M - $21.6M
|
305K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.03M- 55.04% |
$21.9M - $22.6M
|
839K
$18.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.15MClosed |
$67M - $69.2M
|
0
$0
|