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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
18.2K+ 8.25% |
$384K - $405K
|
239K
$5.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.55K+ 1.01% |
$32.7K - $34.5K
|
155K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
19K+ 27.75% |
$402K - $423K
|
87.6K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.56K+ 1.25% |
$54K - $56.9K
|
207K
$4.41M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76.1KNew |
$1.61M - $1.69M
|
76.1K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.07K+ 3.4% |
$22.6K - $23.8K
|
32.5K
$693K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6K+ 58.62% |
$349K - $368K
|
44.8K
$954K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
94K+ 7.4% |
$1.98M - $2.09M
|
1.36M
$29.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.6KNew |
$223K - $235K
|
10.6K
$225K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
31.9K+ 13.49% |
$674K - $710K
|
269K
$5.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
909+ 15.95% |
$19.2K - $20.2K
|
6.61K
$141K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13.9K+ 50.59% |
$292K - $308K
|
41.2K
$879K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5.21K+ 27.72% |
$110K - $116K
|
24K
$512K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
27.3K+ 7.27% |
$577K - $608K
|
403K
$8.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.31K+ 11.49% |
$112K - $118K
|
51.5K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.85K+ 18.31% |
$124K - $130K
|
37.8K
$806K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.38K+ 4.46% |
$50.3K - $53K
|
55.9K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.6KNew |
$245K - $258K
|
11.6K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
298K+ 44.52% |
$6.3M - $6.63M
|
968K
$20.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
62.9K+ 7.78% |
$1.33M - $1.4M
|
872K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
226K+ 11.68% |
$4.76M - $5.02M
|
2.16M
$46M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.2K+ 20.26% |
$807K - $850K
|
227K
$4.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-71.8K- 13.55% |
$1.51M - $1.6M
|
458K
$9.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.46K+ 5.77% |
$157K - $166K
|
137K
$2.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.49K- 0.71% |
$31.5K - $33.1K
|
208K
$4.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
384+ 0.13% |
$8.11K - $8.54K
|
296K
$6.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
227K+ 9.5% |
$4.8M - $5.06M
|
2.62M
$55.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
6.07K+ 15.5% |
$128K - $135K
|
45.2K
$964K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
373+ 1.06% |
$7.87K - $8.3K
|
35.5K
$757K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
21.5K+ 16.79% |
$454K - $479K
|
150K
$3.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.64K+ 42.57% |
$140K - $148K
|
22.2K
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
791+ 3.25% |
$16.7K - $17.6K
|
25.1K
$536K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
14.1K+ 2.38% |
$299K - $315K
|
608K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
60.4K+ 21.34% |
$1.28M - $1.34M
|
344K
$7.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
37.9K+ 14.95% |
$800K - $843K
|
291K
$6.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
72.1KNew |
$1.52M - $1.6M
|
72.1K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.74K+ 3.47% |
$57.9K - $61K
|
81.7K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
2.8K+ 1.25% |
$59K - $62.2K
|
226K
$4.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.15% |
$211 - $222
|
877
$18.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-937- 1.54% |
$19.8K - $20.8K
|
60K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.17K+ 4.42% |
$172K - $182K
|
193K
$4.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
14.5K+ 106.5% |
$306K - $323K
|
28.1K
$599K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20.6K- 27.53% |
$436K - $459K
|
54.3K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
12.1K+ 24.32% |
$256K - $270K
|
62.1K
$1.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.01K+ 4.0% |
$21.3K - $22.4K
|
26.2K
$558K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
598+ 1.46% |
$12.6K - $13.3K
|
41.5K
$884K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.57KNew |
$96.4K - $102K
|
4.57K
$97.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.2K+ 29.63% |
$67.6K - $71.2K
|
14K
$298K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.94K+ 24.0% |
$83.3K - $87.7K
|
20.4K
$434K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|