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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.98KNew |
$212K - $219K
|
9.98K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
4.97K+ 12.33% |
$106K - $109K
|
45.3K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-153K- 94.19% |
$3.26M - $3.36M
|
9.44K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.6KNew |
$354K - $365K
|
16.6K
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9.95K+ 13.86% |
$212K - $219K
|
81.7K
$1.81M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
58K+ 39.73% |
$1.23M - $1.27M
|
204K
$4.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.2KNew |
$218K - $225K
|
10.2K
$227K
|
|
|
Aug 01, 2025
Q2 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.87K- 3.84% |
$61K - $63K
|
71.8K
$1.59M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.09K+ 31.98% |
$23.1K - $23.9K
|
4.48K
$99.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.1K+ 9.24% |
$641K - $662K
|
356K
$7.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-16.3K- 7.49% |
$346K - $358K
|
201K
$4.46M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
880+ 63.31% |
$18.7K - $19.3K
|
2.27K
$50.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.28K+ 3.46% |
$48.4K - $50K
|
68.1K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.9K+ 57.41% |
$444K - $459K
|
57.3K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13KNew |
$277K - $286K
|
13K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
29.9KNew |
$636K - $657K
|
29.9K
$663K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.44K+ 0.98% |
$51.8K - $53.5K
|
250K
$5.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.25M+ 651.25% |
$47.9M - $49.5M
|
2.6M
$57.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
26.2K+ 1.99% |
$557K - $575K
|
1.34M
$29.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.3K+ 5.28% |
$453K - $468K
|
424K
$9.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.64K+ 36.2% |
$141K - $146K
|
25K
$554K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.7K+ 268.55% |
$632K - $652K
|
40.7K
$904K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
13.2KNew |
$281K - $290K
|
13.2K
$293K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
253+ 21.62% |
$5.38K - $5.56K
|
1.42K
$31.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.3K- 57.0% |
$497K - $513K
|
17.6K
$391K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$256K - $264K
|
12K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
9.89K+ 1.67% |
$210K - $217K
|
604K
$13.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
40.5K+ 2.65% |
$861K - $889K
|
1.57M
$34.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
11.2K+ 3.46% |
$237K - $245K
|
333K
$7.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.2KNew |
$196K - $202K
|
9.2K
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73+ 1.21% |
$1.55K - $1.6K
|
6.12K
$136K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.04K+ 501.24% |
$85.9K - $88.7K
|
4.84K
$107K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8.32K+ 33.98% |
$177K - $183K
|
32.8K
$727K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.61K- 2.05% |
$34.3K - $35.4K
|
77.1K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-935- 5.58% |
$19.9K - $20.6K
|
15.8K
$351K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
848+ 15.53% |
$18K - $18.6K
|
6.31K
$140K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
80+ 0.38% |
$1.7K - $1.76K
|
21K
$466K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
42.4K+ 11.34% |
$902K - $932K
|
416K
$9.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.54K+ 16.19% |
$32.8K - $33.8K
|
11.1K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.32K- 1.05% |
$92K - $95K
|
409K
$9.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.6K+ 5.26% |
$162K - $167K
|
152K
$3.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-15.9K- 14.89% |
$339K - $350K
|
90.9K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.45K+ 7.6% |
$201K - $208K
|
134K
$2.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 1.21% |
$213 - $220
|
838
$18.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.8K+ 1.04% |
$229K - $236K
|
1.04M
$23.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.03KNew |
$21.8K - $22.5K
|
1.03K
$22.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.54K+ 15.64% |
$54.1K - $55.9K
|
18.8K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-553- 3.59% |
$11.8K - $12.2K
|
14.8K
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10.2K+ 9.88% |
$216K - $223K
|
113K
$2.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.53K+ 9.22% |
$96.5K - $99.7K
|
53.7K
$1.19M
|