Purchases and Sales Made in Q3 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
877KNew |
$19.1M - $19.5M
|
877K
$19.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
244K+ 7.09% |
$5.3M - $5.42M
|
3.68M
$81.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
131K+ 4.64% |
$2.84M - $2.9M
|
2.94M
$65.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
118K+ 31.22% |
$2.57M - $2.62M
|
496K
$11M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
101K+ 85.44% |
$2.2M - $2.25M
|
220K
$4.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
76.4K+ 245.58% |
$1.66M - $1.7M
|
108K
$2.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72.7KNew |
$1.58M - $1.62M
|
72.7K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
51.7KNew |
$1.13M - $1.15M
|
51.7K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.8K+ 15.04% |
$997K - $1.02M
|
350K
$7.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
37.5K+ 252.79% |
$816K - $833K
|
52.3K
$1.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.5K+ 65.03% |
$706K - $722K
|
82.4K
$1.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.9K+ 728.43% |
$607K - $620K
|
31.7K
$705K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
23.1K+ 20.78% |
$501K - $512K
|
134K
$2.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
20.4KNew |
$444K - $454K
|
20.4K
$454K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
17.8KNew |
$387K - $396K
|
17.8K
$396K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.4K+ 19.18% |
$378K - $386K
|
108K
$2.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 54.27% |
$375K - $383K
|
49K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.7K+ 1.51% |
$342K - $350K
|
1.06M
$23.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
14.8K+ 25.99% |
$322K - $329K
|
71.8K
$1.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
13.7KNew |
$297K - $304K
|
13.7K
$304K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.8K+ 3.12% |
$278K - $284K
|
422K
$9.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
12.2KNew |
$266K - $272K
|
12.2K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
12.2K+ 15.53% |
$265K - $271K
|
90.7K
$2.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11K+ 7.91% |
$240K - $245K
|
150K
$3.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.7K+ 7.04% |
$233K - $238K
|
163K
$3.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
10.3K+ 9.79% |
$224K - $229K
|
116K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.67K+ 20.62% |
$189K - $193K
|
50.7K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.18K+ 3.31% |
$178K - $182K
|
256K
$5.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.22K+ 35.74% |
$157K - $160K
|
27.4K
$610K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.16K+ 1.13% |
$156K - $159K
|
643K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6.37KNew |
$139K - $142K
|
6.37K
$142K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.27K+ 4.47% |
$136K - $139K
|
146K
$3.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.25K+ 66.84% |
$136K - $139K
|
15.6K
$347K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.08KNew |
$132K - $135K
|
6.08K
$135K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.23K+ 6.12% |
$114K - $116K
|
90.7K
$2.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.79K+ 20.17% |
$104K - $106K
|
28.5K
$635K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.64K+ 1.45% |
$101K - $103K
|
324K
$7.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.66K+ 4.45% |
$79.6K - $81.3K
|
85.8K
$1.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.6K+ 15.78% |
$78.3K - $80K
|
26.4K
$587K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
3.51K+ 7.27% |
$76.3K - $78K
|
51.8K
$1.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.49K+ 29.01% |
$54.2K - $55.4K
|
11.1K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.41K+ 3.35% |
$52.3K - $53.4K
|
74.2K
$1.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.06K+ 7.29% |
$44.7K - $45.7K
|
30.3K
$673K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.05K+ 8.19% |
$44.5K - $45.4K
|
27K
$601K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.5K+ 2.39% |
$32.6K - $33.3K
|
64.3K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.2KNew |
$26.1K - $26.7K
|
1.2K
$26.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
789+ 1.44% |
$17.2K - $17.5K
|
55.5K
$1.23M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
725+ 1.64% |
$15.8K - $16.1K
|
45K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
612+ 12.64% |
$13.3K - $13.6K
|
5.45K
$121K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
360+ 0.17% |
$7.83K - $8K
|
215K
$4.77M
|