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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
36.2K+ 176.5% |
$765K - $787K
|
56.8K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
891+ 1.86% |
$18.8K - $19.4K
|
48.9K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
529+ 0.59% |
$11.2K - $11.5K
|
89.9K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.17% |
$42.2 - $43.5
|
1.17K
$25.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$52.1K - $53.7K
|
2.47K
$54K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.1K+ 1.46% |
$192K - $198K
|
634K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99K+ 10.52% |
$42K - $43.2K
|
20.9K
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
25.1K+ 165.58% |
$531K - $546K
|
40.3K
$882K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.8K+ 17.3% |
$333K - $342K
|
107K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.66K- 2.81% |
$35.1K - $36.1K
|
57.4K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
24.2K+ 13.57% |
$512K - $527K
|
203K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
23.7K+ 50.97% |
$500K - $515K
|
70.2K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
25K+ 11.76% |
$528K - $544K
|
238K
$5.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
22.9K+ 6.15% |
$484K - $498K
|
396K
$8.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
12.8K+ 61.95% |
$270K - $278K
|
33.4K
$730K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.6K+ 17.51% |
$1.03M - $1.06M
|
326K
$7.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.5K+ 32.11% |
$73.9K - $76.1K
|
14.4K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
106+ 0.77% |
$2.24K - $2.3K
|
13.9K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.2K+ 32.59% |
$343K - $353K
|
66.1K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.44K+ 4.13% |
$30.4K - $31.3K
|
36.4K
$796K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.74K+ 45.58% |
$121K - $125K
|
18.3K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.73% |
$127 - $130
|
828
$18.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.6K+ 7.92% |
$97K - $99.8K
|
62.6K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.29K+ 8.28% |
$133K - $137K
|
82.2K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.18K+ 5.08% |
$67.1K - $69K
|
65.8K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
927+ 6.05% |
$19.6K - $20.1K
|
16.2K
$355K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
64.7K+ 37.76% |
$1.37M - $1.41M
|
236K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4K+ 3.52% |
$263K - $270K
|
366K
$8M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.7K- 9.84% |
$290K - $298K
|
126K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
323+ 0.79% |
$6.82K - $7.02K
|
41K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
7.1K+ 2.95% |
$150K - $154K
|
248K
$5.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 6.63% |
$72.6K - $74.8K
|
55.3K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
970New |
$20.5K - $21.1K
|
970
$21.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 25.02% |
$315K - $324K
|
74.5K
$1.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
22.9K+ 6.45% |
$484K - $498K
|
378K
$8.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
58.8K+ 8.72% |
$1.24M - $1.28M
|
734K
$16M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-117K- 85.3% |
$2.48M - $2.55M
|
20.2K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12K+ 2.51% |
$23.6K - $24.3K
|
45.8K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
259K+ 8.98% |
$5.48M - $5.64M
|
3.15M
$68.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
543+ 207.25% |
$11.5K - $11.8K
|
805
$17.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22.6KNew |
$478K - $492K
|
22.6K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.48K+ 19.19% |
$94.6K - $97.4K
|
27.8K
$609K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
282KNew |
$5.96M - $6.13M
|
282K
$6.17M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-51.3K- 5.3% |
$1.09M - $1.14M
|
917K
$20M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 20.07% |
$333K - $347K
|
93.8K
$2.05M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
77.8KNew |
$1.65M - $1.72M
|
77.8K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.97KNew |
$63.1K - $65.8K
|
2.97K
$65K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6KNew |
$1.33M - $1.39M
|
62.6K
$1.37M
|
|