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 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
13.7K+ 4.03% |
$278K - $291K
|
353K
$7.52M
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$42K - $43.4K
|
2K
$42.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
475+ 11.61% |
$9.98K - $10.3K
|
4.57K
$97.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.34KNew |
$49K - $50.6K
|
2.34K
$49.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2KNew |
$42K - $43.4K
|
2K
$42.6K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
106KNew |
$2.19M - $2.31M
|
106K
$2.26M
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
47+ 5.69% |
$928 - $1K
|
873
$18.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
500New |
$9.87K - $10.7K
|
500
$10.7K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.95KNew |
$39.1K - $43.4K
|
1.95K
$41.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.77KNew |
$75.7K - $83.9K
|
3.77K
$80.4K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
554+ 0.07% |
$11.1K - $12.3K
|
764K
$16.3M
|
|
| Q2 2022 | |||||||
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-380Closed |
$7.94K - $8.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
1.31KNew |
$27.3K - $30.2K
|
1.31K
$27.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
9.3K+ 61.95% |
$194K - $215K
|
24.3K
$518K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-80.2KClosed |
$1.68M - $1.86M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-400Closed |
$8.36K - $9.26K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
763KNew |
$16M - $17.7M
|
763K
$16.3M
|
|
| Q1 2022 | |||||||
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.6K+ 13.84% |
$82.4K - $89.6K
|
29.6K
$631K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-141Closed |
$3.23K - $3.51K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.13KClosed |
$206K - $210K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-4.03KClosed |
$99.7K - $103K
|
0
$0
|
|