Xml Financial, LLC Ishares Tr Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Xml Financial, LLC holds 12,238 shares of IBDV stock, worth $272,050. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,238

Holding current value

$272,050

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$21.75 - $22.22 $266,176 - $271,928	12,238 New	12,238 $271,000

Others Institutions Holding IBDV

# of Institutions

274

Shares Held

77.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.2M
Shares

$116 Million
1.02% of portfolio
Bank Of America Corp Charlotte, NC

4.68M
Shares

$104 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.68M
Shares

$81.9 Million
1.41% of portfolio
Capital Advisors Inc

2.94M
Shares

$65.4 Million
1.11% of portfolio
Mercer Global Advisors Inc Denver, CO

2.78M
Shares

$61.7 Million
0.13% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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