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 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.59K+ 11.56% |
$97.6K - $101K
|
44.2K
$982K
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8K+ 5.92% |
$294K - $304K
|
247K
$5.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
102K+ 90.29% |
$2.16M - $2.23M
|
214K
$4.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
24.1K+ 38.75% |
$512K - $529K
|
86.1K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.44K+ 2.24% |
$94.4K - $97.5K
|
203K
$4.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 5.55% |
$70.2K - $72.5K
|
62.8K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-12- 0.02% |
$255 - $264
|
52.4K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41K+ 22.73% |
$51.4K - $53.1K
|
13K
$289K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
24.2K+ 10.03% |
$516K - $533K
|
266K
$5.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.84K+ 31.82% |
$39.2K - $40.5K
|
7.63K
$169K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.91K+ 690.8% |
$147K - $152K
|
7.91K
$175K
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.87K+ 5.63% |
$39.6K - $40.7K
|
35.2K
$781K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
10.4K+ 82.79% |
$219K - $225K
|
22.9K
$507K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.25K+ 21.29% |
$47.5K - $48.9K
|
12.8K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$8.44K - $8.69K
|
400
$8.88K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.73KNew |
$121K - $125K
|
5.73K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.3% |
$222K - $229K
|
255K
$5.67M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
239K+ 16696.85% |
$5.04M - $5.18M
|
240K
$5.33M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.36KNew |
$28.6K - $29.4K
|
1.36K
$30.1K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.06K+ 26.51% |
$85.7K - $88.2K
|
19.4K
$430K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.26K+ 71.37% |
$89.9K - $92.5K
|
10.2K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.08K+ 4.95% |
$22.7K - $23.4K
|
22.8K
$506K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.2K- 8.33% |
$46.4K - $47.8K
|
24.2K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 6.47% |
$37.7K - $38.9K
|
29.4K
$653K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
468+ 5.33% |
$9.88K - $10.2K
|
9.25K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-941- 1.88% |
$19.9K - $20.4K
|
49K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.1K+ 1.46% |
$192K - $198K
|
634K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$52.1K - $53.7K
|
2.47K
$54.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
810New |
$17.1K - $17.6K
|
810
$18K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
24.2K+ 13.57% |
$512K - $527K
|
203K
$4.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.5K+ 32.11% |
$73.9K - $76.1K
|
14.4K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
323+ 0.79% |
$6.82K - $7.02K
|
41K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
970New |
$20.5K - $21.1K
|
970
$21.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
22.9K+ 6.45% |
$484K - $498K
|
378K
$8.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.48K+ 19.19% |
$94.6K - $97.4K
|
27.8K
$618K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
282KNew |
$5.96M - $6.13M
|
282K
$6.26M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
77.8KNew |
$1.65M - $1.72M
|
77.8K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6KNew |
$1.33M - $1.39M
|
62.6K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
599New |
$12.7K - $13.3K
|
599
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1K+ 17.09% |
$21.2K - $22.2K
|
6.85K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 63.96% |
$34K - $35.5K
|
4.1K
$91.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.5KNew |
$478K - $498K
|
22.5K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
46.1K+ 36.5% |
$979K - $1.02M
|
172K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-231K- 80.34% |
$4.9M - $5.11M
|
56.4K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.72K- 35.72% |
$143K - $149K
|
12.1K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
329New |
$6.99K - $7.29K
|
329
$7.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$44.1K - $46K
|
2.08K
$46K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
765New |
$16.2K - $16.9K
|
765
$17K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7K+ 9.43% |
$228K - $238K
|
125K
$2.77M
|
|