Latest Institutional Transactions on Ishares Tr (IBDV)
This table provides information on the latest institutional transactions involving Ishares Tr (IBDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| 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
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.4K+ 12.05% |
$135K - $139K
|
59.5K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.52K+ 5.5% |
$53.3K - $54.8K
|
48.4K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.19K+ 4.05% |
$131K - $134K
|
159K
$3.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22.6KNew |
$478K - $492K
|
22.6K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10.6KNew |
$224K - $231K
|
10.6K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
113KNew |
$2.38M - $2.45M
|
113K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.17K+ 25.34% |
$24.7K - $25.4K
|
5.79K
$126K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.3K+ 13.3% |
$260K - $268K
|
105K
$2.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.79% |
$148 - $152
|
897
$19.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.92K- 3.18% |
$167K - $172K
|
241K
$5.25M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
12.6K+ 15.91% |
$265K - $273K
|
91.5K
$1.99M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
282KNew |
$5.96M - $6.13M
|
282K
$6.13M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
77.8KNew |
$1.65M - $1.72M
|
77.8K
$1.69M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
290KNew |
$6.16M - $6.43M
|
290K
$6.31M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24.4K+ 54.46% |
$518K - $540K
|
69.2K
$1.5M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
185KNew |
$3.92M - $4.09M
|
185K
$4.01M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
7.64K+ 9.34% |
$162K - $169K
|
89.4K
$1.94M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
261KNew |
$5.55M - $5.79M
|
261K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
462K+ 35.29% |
$9.81M - $10.2M
|
1.77M
$38.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
291K+ 338.29% |
$6.18M - $6.45M
|
377K
$8.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.9K+ 11.27% |
$486K - $507K
|
226K
$4.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 10.76% |
$260K - $272K
|
126K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
416+ 2.61% |
$8.84K - $9.21K
|
16.4K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.16K- 8.62% |
$152K - $159K
|
76K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.97KNew |
$63.1K - $65.8K
|
2.97K
$64.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.62K- 0.76% |
$162K - $169K
|
994K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.5K- 11.9% |
$223K - $233K
|
77.7K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
868+ 3.15% |
$18.4K - $19.2K
|
28.4K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
409K+ 11.82% |
$8.69M - $9.07M
|
3.87M
$84.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
599New |
$12.7K - $13.3K
|
599
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6KNew |
$1.33M - $1.39M
|
62.6K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.8K+ 11.16% |
$591K - $617K
|
277K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-881K- 20.47% |
$18.7M - $19.5M
|
3.42M
$74.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21KNew |
$446K - $465K
|
21K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.86K+ 7.2% |
$60.7K - $63.3K
|
42.6K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.55KNew |
$96.7K - $101K
|
4.55K
$98.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8K+ 67.31% |
$547K - $571K
|
64K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50.5K- 36.78% |
$1.07M - $1.12M
|
86.8K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 63.96% |
$34K - $35.5K
|
4.1K
$89.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.95K+ 3.93% |
$83.9K - $87.4K
|
104K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.8K+ 63.71% |
$1.06M - $1.1M
|
128K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.07K+ 10.71% |
$44K - $45.9K
|
21.4K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.74M+ 66.77% |
$36.9M - $38.5M
|
4.34M
$94.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
21.5K+ 25.41% |
$456K - $475K
|
106K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1K+ 17.09% |
$21.2K - $22.2K
|
6.85K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.24K+ 9.76% |
$175K - $182K
|
92.7K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
15.3KNew |
$325K - $339K
|
15.3K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
302K+ 16.08% |
$6.41M - $6.69M
|
2.18M
$47.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
BUY
|
- |
22K+ 3.41% |
$467K - $487K
|
667K
$14.5M
|
|