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 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
305+ 2.98% |
$6.63K - $6.78K
|
10.5K
$234K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
162+ 1.15% |
$3.52K - $3.6K
|
14.2K
$317K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 0.85% |
$2.41K - $2.47K
|
13.1K
$292K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.1% |
$218 - $222
|
918
$20.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.07% |
$196 - $200
|
847
$18.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-38- 0.41% |
$827 - $844
|
9.18K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.5K- 13.12% |
$32.5K - $33.2K
|
9.91K
$220K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-6.97K- 17.02% |
$152K - $155K
|
34K
$756K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.01K- 8.4% |
$153K - $156K
|
76.5K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-14.1K- 2.14% |
$306K - $313K
|
644K
$14.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-19.5K- 4.68% |
$424K - $433K
|
397K
$8.82M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20K- 33.69% |
$435K - $444K
|
39.3K
$874K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-561K- 49.93% |
$12.2M - $12.5M
|
562K
$12.5M
|