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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.35KNew |
$199K - $206K
|
9.35K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.53K+ 5.73% |
$32.5K - $33.6K
|
28.2K
$617K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
943New |
$20.1K - $20.7K
|
943
$20.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.23% |
$234 - $242
|
908
$19.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
13.9K+ 15.15% |
$295K - $305K
|
105K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
118KNew |
$2.52M - $2.6M
|
118K
$2.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.52% |
$426 - $440
|
3.83K
$83.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
578+ 3.81% |
$12.3K - $12.7K
|
15.8K
$344K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.77K+ 5.49% |
$123K - $127K
|
111K
$2.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.2KNew |
$430K - $444K
|
20.2K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.2K+ 94.76% |
$1.62M - $1.68M
|
157K
$3.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
8.57K+ 17.72% |
$182K - $188K
|
57K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
7.99K+ 653.1% |
$170K - $176K
|
9.22K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.59K+ 11.56% |
$97.6K - $101K
|
44.2K
$968K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8K+ 5.92% |
$294K - $304K
|
247K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
102K+ 90.29% |
$2.16M - $2.23M
|
214K
$4.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
24.1K+ 38.75% |
$512K - $529K
|
86.1K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.44K+ 2.24% |
$94.4K - $97.5K
|
203K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 5.55% |
$70.2K - $72.5K
|
62.8K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41K+ 22.73% |
$51.4K - $53.1K
|
13K
$285K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-12- 0.02% |
$255 - $264
|
52.4K
$1.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
24.2K+ 10.03% |
$516K - $533K
|
266K
$5.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.84K+ 31.82% |
$39.2K - $40.5K
|
7.63K
$167K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.91K+ 690.8% |
$147K - $152K
|
7.91K
$173K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.6K+ 461800.0% |
$877K - $903K
|
41.6K
$909K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.19K+ 16.21% |
$88.5K - $91K
|
30K
$657K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
47.5K+ 6.44% |
$1M - $1.03M
|
786K
$17.2M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.25K+ 21.29% |
$47.5K - $48.9K
|
12.8K
$280K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.3KNew |
$428K - $441K
|
20.3K
$443K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
65.3K+ 98.13% |
$1.38M - $1.42M
|
132K
$2.88M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
36.4K+ 15.35% |
$768K - $791K
|
274K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
198K+ 9.07% |
$4.18M - $4.3M
|
2.38M
$52M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
671K+ 17.32% |
$14.2M - $14.6M
|
4.54M
$99.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
116K+ 18.38% |
$2.45M - $2.52M
|
747K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.57K+ 30.13% |
$181K - $186K
|
37K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15.8KNew |
$334K - $344K
|
15.8K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
16.6K+ 5.02% |
$350K - $360K
|
347K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8K+ 12.41% |
$228K - $234K
|
97.6K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.6KNew |
$309K - $318K
|
14.6K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.67K+ 15.58% |
$35.2K - $36.2K
|
12.4K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-104K- 27.5% |
$2.19M - $2.25M
|
273K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.2K+ 5.15% |
$1.93M - $1.98M
|
1.86M
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-115- 0.12% |
$2.43K - $2.5K
|
93.2K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
45.5K+ 35.55% |
$961K - $989K
|
174K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.13K+ 14.89% |
$66K - $67.9K
|
24.1K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
92.9K+ 97.96% |
$1.96M - $2.02M
|
188K
$4.11M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.8K+ 4.64% |
$566K - $583K
|
605K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.43M- 41.75% |
$30.2M - $31M
|
1.99M
$43.6M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.42K+ 21.54% |
$93.4K - $96.1K
|
25K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.65K+ 0.52% |
$34.8K - $35.8K
|
319K
$6.98M
|
|