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 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.25K+ 10.74% |
$68.6K - $72.3K
|
33.5K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
25.3K+ 42.76% |
$534K - $562K
|
84.4K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
152K+ 30.74% |
$3.21M - $3.38M
|
646K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
926New |
$19.5K - $20.6K
|
926
$19.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-6.56K- 15.3% |
$138K - $146K
|
36.3K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.63K+ 261.0% |
$140K - $147K
|
9.17K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$217K - $229K
|
10.3K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.44K+ 22.22% |
$199K - $210K
|
51.9K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
287KNew |
$6.06M - $6.38M
|
287K
$6.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
504+ 212.66% |
$10.6K - $11.2K
|
741
$15.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
74+ 1.26% |
$1.56K - $1.65K
|
5.97K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.21K+ 7.53% |
$25.5K - $26.9K
|
17.3K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
250KNew |
$5.27M - $5.56M
|
250K
$5.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.6K+ 26.31% |
$1.15M - $1.21M
|
262K
$5.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
26.7K+ 46.16% |
$563K - $593K
|
84.4K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
33.5KNew |
$707K - $745K
|
33.5K
$714K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
568+ 16.32% |
$12K - $12.6K
|
4.05K
$86.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
3.62K+ 2.39% |
$76.4K - $80.5K
|
155K
$3.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 81.01% |
$3.18M - $3.35M
|
337K
$7.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
213+ 19.76% |
$4.5K - $4.74K
|
1.29K
$27.5K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
21.5K+ 112.46% |
$454K - $478K
|
40.6K
$866K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3.44K- 17.92% |
$72.6K - $76.5K
|
15.7K
$336K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 2128.57% |
$315K - $331K
|
15.6K
$332K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.9KNew |
$230K - $243K
|
10.9K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
27.8K+ 45.01% |
$587K - $618K
|
89.5K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
717K+ 38.02% |
$15.1M - $16M
|
2.6M
$55.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
10.6KNew |
$224K - $237K
|
10.6K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
685New |
$14.5K - $15.2K
|
685
$14.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
31.1K+ 5.57% |
$657K - $692K
|
589K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66- 1.35% |
$1.39K - $1.47K
|
4.82K
$103K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
480+ 6.93% |
$10.1K - $10.7K
|
7.41K
$158K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
67.1K+ 306.86% |
$1.42M - $1.49M
|
89K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
91K+ 257.46% |
$1.92M - $2.02M
|
126K
$2.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.11K+ 11.39% |
$171K - $180K
|
79.3K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
91.4K+ 10.29% |
$1.93M - $2.03M
|
979K
$20.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
8.52K+ 1.34% |
$180K - $189K
|
645K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
580+ 4.13% |
$12.2K - $12.9K
|
14.6K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
17.6K+ 91.48% |
$372K - $392K
|
36.9K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
10.5KNew |
$221K - $233K
|
10.5K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-17.1K- 5.22% |
$361K - $381K
|
311K
$6.63M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.2K+ 10.04% |
$25.3K - $26.7K
|
13.2K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 1.18% |
$63.3 - $66.7
|
258
$5.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
9.76KNew |
$206K - $217K
|
9.76K
$208K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 5.28% |
$347K - $365K
|
328K
$6.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
2.17K+ 2.94% |
$45.9K - $48.3K
|
76K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.09K+ 16.19% |
$192K - $202K
|
65.2K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.3K+ 2.17% |
$112K - $118K
|
250K
$5.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
97.6K+ 4.38% |
$2.06M - $2.17M
|
2.33M
$49.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.82K+ 0.15% |
$38.4K - $40.5K
|
1.25M
$26.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.27K+ 12188.57% |
$90.1K - $94.9K
|
4.3K
$91.7K
|