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 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.29K+ 2.11% |
$69.5K - $71.5K
|
159K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.08K+ 4.95% |
$22.7K - $23.4K
|
22.8K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
49.2KNew |
$1.04M - $1.07M
|
49.2K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
48.7K+ 50.06% |
$1.03M - $1.06M
|
146K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.26K+ 71.37% |
$89.9K - $92.5K
|
10.2K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
70.1K+ 10.19% |
$1.48M - $1.52M
|
758K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-583- 9.65% |
$12.3K - $12.7K
|
5.46K
$119K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.51KNew |
$201K - $207K
|
9.51K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.43K+ 73.09% |
$30.3K - $31.2K
|
3.4K
$74.3K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-15K- 1.28% |
$316K - $325K
|
1.16M
$25.4M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
151K+ 36.76% |
$3.19M - $3.28M
|
562K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.87K+ 5.63% |
$39.6K - $40.7K
|
35.2K
$769K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.5K+ 6.45% |
$412K - $424K
|
322K
$7.05M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$229K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
37+ 0.16% |
$781 - $804
|
23.1K
$505K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.2K- 8.33% |
$46.4K - $47.8K
|
24.2K
$530K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
2+ 0.15% |
$42.2 - $43.5
|
1.33K
$29K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.27K- 5.41% |
$90.2K - $92.8K
|
74.7K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.6K+ 23.87% |
$1.74M - $1.8M
|
429K
$9.38M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
103KNew |
$2.17M - $2.23M
|
103K
$2.25M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3.91K+ 0.66% |
$82.6K - $85K
|
594K
$13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$63.3 - $65.2
|
11.1K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.8K+ 29.75% |
$565K - $581K
|
117K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-70.5K- 39.24% |
$1.49M - $1.53M
|
109K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
71.6K+ 78.82% |
$1.51M - $1.56M
|
162K
$3.55M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
78.7KNew |
$1.66M - $1.71M
|
78.7K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.4K+ 32.31% |
$641K - $660K
|
124K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.02K- 0.45% |
$63.8K - $65.6K
|
664K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
89+ 0.08% |
$1.88K - $1.93K
|
106K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.99K+ 5.09% |
$41.9K - $43.2K
|
41K
$897K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.39KNew |
$29.3K - $30.2K
|
1.39K
$30.4K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.42K+ 14.98% |
$135K - $139K
|
49.2K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 6.47% |
$37.7K - $38.9K
|
29.4K
$644K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.97K+ 50.9% |
$62.6K - $64.5K
|
8.8K
$192K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.11K- 0.59% |
$129K - $133K
|
1.03M
$22.5M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-909- 13.06% |
$19.2K - $19.8K
|
6.05K
$132K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.2K+ 13.51% |
$363K - $374K
|
145K
$3.16M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
468+ 5.33% |
$9.88K - $10.2K
|
9.25K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
28.6K+ 78.09% |
$603K - $621K
|
65.2K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-10.1K- 12.38% |
$214K - $220K
|
71.8K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.47K+ 5.9% |
$115K - $119K
|
98.1K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
982+ 2.46% |
$20.7K - $21.3K
|
40.9K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.89K+ 8.37% |
$39.9K - $41K
|
24.5K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.4K- 10.29% |
$29.6K - $30.4K
|
12.2K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-941- 1.88% |
$19.9K - $20.4K
|
49K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 37.0% |
$4.29M - $4.41M
|
346K
$7.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13.9KNew |
$294K - $303K
|
13.9K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
198K+ 7.97% |
$4.17M - $4.29M
|
2.68M
$58.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
64.7K+ 4.43% |
$1.36M - $1.4M
|
1.52M
$33.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
810New |
$17.1K - $17.6K
|
810
$17.7K
|