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 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
157+ 1.17% |
$3.31K - $3.49K
|
13.6K
$289K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4.17K+ 10.16% |
$88K - $92.7K
|
45.2K
$964K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 12.4% |
$287K - $302K
|
123K
$2.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
19.2K+ 89.24% |
$406K - $427K
|
40.8K
$868K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.4K+ 45.76% |
$262K - $276K
|
39.5K
$842K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 2.04% |
$136K - $143K
|
309K
$6.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.33K+ 14.12% |
$49.1K - $51.8K
|
18.8K
$401K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.3K+ 15.03% |
$238K - $251K
|
86.3K
$1.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.29K+ 98.54% |
$48.4K - $51K
|
4.62K
$98.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 6.78% |
$221K - $233K
|
165K
$3.51M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10K+ 61.99% |
$209K - $214K
|
26.2K
$558K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.69K+ 27.34% |
$56.1K - $57.6K
|
12.5K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.33K- 96.02% |
$27.6K - $28.4K
|
55
$1.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.29KNew |
$68.6K - $70.4K
|
3.29K
$70.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.2K+ 10.0% |
$317K - $326K
|
168K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.89K+ 12.35% |
$60.2K - $61.8K
|
26.3K
$560K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-332- 2.38% |
$6.91K - $7.1K
|
13.6K
$290K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.02% |
$416 - $428
|
92.1K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
514+ 3.55% |
$10.7K - $11K
|
15K
$320K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
15.2KNew |
$316K - $324K
|
15.2K
$323K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-788- 36.3% |
$16.4K - $16.8K
|
1.38K
$29.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10.2KNew |
$213K - $219K
|
10.2K
$218K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1KNew |
$20.8K - $21.4K
|
1K
$21.3K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
351New |
$7.31K - $7.5K
|
351
$7.48K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.5K+ 6.71% |
$31.2K - $32.1K
|
23.8K
$508K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-560- 3.92% |
$11.7K - $12K
|
13.7K
$293K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.9KNew |
$843K - $864K
|
39.9K
$849K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.02KNew |
$21.7K - $22.2K
|
1.02K
$21.8K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4KNew |
$29.5K - $30.3K
|
1.4K
$29.7K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-358K- 24.29% |
$7.57M - $7.76M
|
1.11M
$23.8M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 89.45% |
$89.7K - $91.9K
|
500
$10.7K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28.6K+ 243.07% |
$604K - $619K
|
40.3K
$859K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4.09K+ 34.62% |
$86.5K - $88.7K
|
15.9K
$339K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.6K+ 116.5% |
$246K - $252K
|
21.6K
$460K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.2KNew |
$223K - $244K
|
11.2K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.1KNew |
$458K - $501K
|
23.1K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
5.85KNew |
$116K - $127K
|
5.85K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.2K- 57.18% |
$580K - $634K
|
21.9K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
106KNew |
$2.1M - $2.3M
|
106K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
11.3KNew |
$224K - $245K
|
11.3K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
4.2KNew |
$83.4K - $91.2K
|
4.2K
$89.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$19.9K - $21.7K
|
1K
$21.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.9KNew |
$216K - $237K
|
10.9K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-15.1K- 44.39% |
$300K - $328K
|
18.9K
$403K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25KNew |
$24.8K - $27.2K
|
1.25K
$26.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
978New |
$19.4K - $21.2K
|
978
$20.8K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
115New |
$2.34K - $2.44K
|
115
$2.45K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
362New |
$7.36K - $7.7K
|
362
$7.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.19KNew |
$24.2K - $25.3K
|
1.19K
$25.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16K+ 160.0% |
$325K - $340K
|
26K
$554K
|
|