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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.65K+ 0.52% |
$34.8K - $35.8K
|
319K
$6.98M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.6K- 11.44% |
$330K - $339K
|
121K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
83.8K+ 28.88% |
$1.77M - $1.82M
|
374K
$8.18M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
879+ 2.05% |
$18.6K - $19.1K
|
43.7K
$956K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.42K+ 6.63% |
$30K - $30.9K
|
22.8K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.4KNew |
$325K - $334K
|
15.4K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.81K+ 4.26% |
$38.3K - $39.4K
|
44.4K
$971K
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-11.1K- 10.63% |
$234K - $241K
|
93.3K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
196K+ 305.98% |
$4.14M - $4.26M
|
260K
$5.69M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
911+ 3.72% |
$19.2K - $19.8K
|
25.4K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
338K+ 2063.11% |
$7.13M - $7.34M
|
354K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$8.44K - $8.69K
|
400
$8.75K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45K+ 97.7% |
$30.5K - $31.4K
|
2.92K
$63.9K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
464K+ 2946.89% |
$9.8M - $10.1M
|
480K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
74.6K+ 21.69% |
$1.57M - $1.62M
|
418K
$9.15M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-4.77K- 1.82% |
$101K - $104K
|
257K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
243K+ 11.28% |
$5.14M - $5.29M
|
2.4M
$52.5M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 12.75% |
$340K - $350K
|
142K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.91K+ 5.9% |
$82.5K - $85K
|
70.2K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
17.3KNew |
$365K - $376K
|
17.3K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-38.9K- 1.46% |
$821K - $845K
|
2.62M
$57.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.79M+ 2214.29% |
$37.7M - $38.8M
|
1.87M
$40.8M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.3K- 64.73% |
$428K - $441K
|
11.1K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
214K+ 21.48% |
$4.51M - $4.64M
|
1.21M
$26.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
542K+ 12.49% |
$11.4M - $11.8M
|
4.88M
$107M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
11.3K+ 247.2% |
$237K - $244K
|
15.8K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.55K- 6.63% |
$96.1K - $98.9K
|
64.1K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.76K+ 25.42% |
$37.2K - $38.2K
|
8.69K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.06M+ 470.31% |
$22.4M - $23.1M
|
1.29M
$28.2M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
11.7KNew |
$248K - $255K
|
11.7K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.3% |
$222K - $229K
|
255K
$5.59M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.5K+ 23.61% |
$263K - $271K
|
65.3K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
7.84K+ 6.4% |
$165K - $170K
|
130K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
239K+ 16696.85% |
$5.04M - $5.18M
|
240K
$5.25M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
44.9KNew |
$947K - $975K
|
44.9K
$981K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.6K+ 3.75% |
$1.47M - $1.51M
|
1.93M
$42.1M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
144K+ 12.28% |
$3.03M - $3.12M
|
1.31M
$28.7M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.73KNew |
$121K - $125K
|
5.73K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.74% |
$127 - $130
|
820
$17.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94.3K+ 17.98% |
$1.99M - $2.05M
|
618K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
112K+ 38.3% |
$2.36M - $2.43M
|
403K
$8.82M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.54K+ 4.64% |
$74.8K - $77K
|
79.9K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.38K+ 30.42% |
$135K - $139K
|
27.4K
$598K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
29.1KNew |
$613K - $631K
|
29.1K
$635K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.06K+ 26.51% |
$85.7K - $88.2K
|
19.4K
$424K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-66.9K- 23.52% |
$1.41M - $1.45M
|
217K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.35K+ 0.57% |
$49.7K - $51.2K
|
413K
$9.04M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.36KNew |
$28.6K - $29.4K
|
1.36K
$29.6K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.29K+ 2.11% |
$69.5K - $71.5K
|
159K
$3.48M
|