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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
114KNew |
$2.4M - $2.53M
|
114K
$2.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.75K+ 5.68% |
$100K - $106K
|
88.2K
$1.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
9.7K+ 5.27% |
$205K - $216K
|
194K
$4.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75K+ 25.32% |
$100K - $106K
|
23.5K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.23K- 7.75% |
$153K - $161K
|
86.1K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.86M+ 862.51% |
$81.4M - $85.8M
|
4.3M
$91.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.04K+ 7.01% |
$106K - $112K
|
76.8K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.26K+ 3.01% |
$47.6K - $50.2K
|
77.2K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.36M+ 65.06% |
$28.8M - $30.3M
|
3.46M
$73.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
533K+ 540.52% |
$11.3M - $11.9M
|
632K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
273K+ 23.63% |
$5.76M - $6.06M
|
1.43M
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-8.12K- 34.19% |
$171K - $181K
|
15.6K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
16.3KNew |
$345K - $363K
|
16.3K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
677+ 28.87% |
$14.3K - $15.1K
|
3.02K
$64.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.1K+ 6.95% |
$804K - $847K
|
586K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
106K+ 11.81% |
$2.23M - $2.35M
|
1M
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
140KNew |
$2.96M - $3.12M
|
140K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
216K+ 12.98% |
$4.56M - $4.8M
|
1.88M
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
368+ 1.94% |
$7.77K - $8.18K
|
19.4K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-100K- 72.34% |
$2.11M - $2.23M
|
38.3K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9.7KNew |
$205K - $216K
|
9.7K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.24K+ 8.89% |
$68.5K - $72.1K
|
39.7K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
128K+ 1311.63% |
$2.69M - $2.84M
|
137K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5KNew |
$52.8K - $55.7K
|
2.5K
$53.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
49K+ 3.29% |
$1.04M - $1.09M
|
1.54M
$32.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.24K- 7.51% |
$47.3K - $49.8K
|
27.6K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.62K+ 5.93% |
$119K - $125K
|
100K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
83.1KNew |
$1.75M - $1.85M
|
83.1K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28- 0.18% |
$591 - $623
|
16K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.6K+ 10.23% |
$223K - $235K
|
114K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.8K+ 2.55% |
$376K - $396K
|
715K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
171K+ 530.3% |
$3.61M - $3.8M
|
203K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.2K+ 4.24% |
$1.12M - $1.18M
|
1.31M
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.85K- 22.82% |
$81.2K - $85.5K
|
13K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.33K- 4.54% |
$49.3K - $51.9K
|
49.1K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
72.6K+ 56.38% |
$1.53M - $1.62M
|
201K
$4.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.56K- 7.36% |
$181K - $190K
|
108K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
140K+ 7.47% |
$2.95M - $3.11M
|
2.01M
$42.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.71K+ 8.98% |
$121K - $127K
|
69.3K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 3.43% |
$50.3K - $53K
|
72K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.73KNew |
$121K - $128K
|
5.73K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.4K+ 35.94% |
$325K - $343K
|
58.3K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
30.7K+ 64.52% |
$648K - $682K
|
78.2K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.26K+ 37.38% |
$111K - $117K
|
19.3K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
955+ 1.51% |
$20.2K - $21.2K
|
64K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
6.65K+ 28.06% |
$140K - $148K
|
30.4K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 62.29% |
$489K - $515K
|
60.4K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
94.7K+ 48.88% |
$2M - $2.11M
|
289K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
61.6K+ 79.4% |
$1.3M - $1.37M
|
139K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
33.4KNew |
$705K - $743K
|
33.4K
$713K
|