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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
74.1K+ 113.65% |
$1.58M - $1.63M
|
139K
$3.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.4K+ 26.37% |
$371K - $383K
|
83.5K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12.8K+ 1.11% |
$273K - $282K
|
1.17M
$26M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
21.8K+ 44.23% |
$463K - $479K
|
71K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.32K- 2.06% |
$28.1K - $29.1K
|
62.7K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-209- 2.38% |
$4.45K - $4.59K
|
8.59K
$191K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.8KNew |
$677K - $699K
|
31.8K
$705K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
53.8KNew |
$1.14M - $1.18M
|
53.8K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.5K+ 76.64% |
$331K - $342K
|
35.8K
$795K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
138K+ 5.14% |
$2.93M - $3.02M
|
2.81M
$62.4M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-16.6K- 6.96% |
$352K - $364K
|
221K
$4.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.65K+ 25.9% |
$184K - $190K
|
42K
$933K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-65- 0.08% |
$1.38K - $1.43K
|
82.2K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.4K+ 11.44% |
$306K - $316K
|
140K
$3.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.09KNew |
$44.4K - $45.9K
|
2.09K
$46.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.34K+ 11.87% |
$177K - $183K
|
78.5K
$1.74M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.46K+ 37.37% |
$180K - $186K
|
31.1K
$690K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 88.01% |
$229K - $236K
|
23K
$510K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.04K+ 13.17% |
$128K - $133K
|
51.9K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.2K- 4.8% |
$25.5K - $26.3K
|
23.8K
$527K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.35K- 9.67% |
$114K - $117K
|
49.9K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.32KNew |
$28K - $28.9K
|
1.32K
$29.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.72K- 4.74% |
$57.9K - $59.8K
|
54.7K
$1.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 48.61% |
$239K - $247K
|
34.3K
$761K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-8.82K- 43.62% |
$188K - $194K
|
11.4K
$253K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
155K+ 16.03% |
$3.3M - $3.41M
|
1.12M
$24.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.3K+ 5.27% |
$411K - $424K
|
385K
$8.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.44MNew |
$73.2M - $75.6M
|
3.44M
$76.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 2.69% |
$51.4K - $53.1K
|
92.3K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.2K- 0.3% |
$25.4K - $26.3K
|
394K
$8.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-620- 1.27% |
$13.2K - $13.6K
|
48.3K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
210+ 1.51% |
$4.47K - $4.62K
|
14.1K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 67.11% |
$199K - $206K
|
23.3K
$517K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
211KNew |
$4.5M - $4.64M
|
211K
$4.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.3K+ 406.4% |
$70.2K - $72.5K
|
4.11K
$91.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.92K+ 2.42% |
$83.4K - $86.2K
|
166K
$3.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.23% |
$234 - $242
|
908
$20.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
943New |
$20.1K - $20.7K
|
943
$20.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.53K+ 5.73% |
$32.5K - $33.6K
|
28.2K
$626K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.35KNew |
$199K - $206K
|
9.35K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-99.8K- 62.72% |
$2.12M - $2.19M
|
59.3K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
13.9K+ 15.15% |
$295K - $305K
|
105K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
118KNew |
$2.52M - $2.6M
|
118K
$2.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.52% |
$426 - $440
|
3.83K
$85K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.77K+ 5.49% |
$123K - $127K
|
111K
$2.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
578+ 3.81% |
$12.3K - $12.7K
|
15.8K
$350K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.2KNew |
$430K - $444K
|
20.2K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.2K+ 94.76% |
$1.62M - $1.68M
|
157K
$3.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
8.57K+ 17.72% |
$182K - $188K
|
57K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
7.99K+ 653.1% |
$170K - $176K
|
9.22K
$205K
|