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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38New |
$807 - $842
|
38
$843
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6KNew |
$247K - $258K
|
11.6K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
350+ 37.8% |
$7.43K - $7.75K
|
1.28K
$28.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-14.6K- 60.76% |
$310K - $323K
|
9.42K
$209K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 12.64% |
$30.1K - $31.4K
|
9.8K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
450+ 3.08% |
$9.56K - $9.97K
|
15.1K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.21KNew |
$46.9K - $48.9K
|
2.21K
$49K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.63KNew |
$205K - $213K
|
9.63K
$214K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.29K- 18.34% |
$176K - $184K
|
36.9K
$819K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9.7KNew |
$205K - $216K
|
9.7K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-8.12K- 34.19% |
$171K - $181K
|
15.6K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
49K+ 3.29% |
$1.04M - $1.09M
|
1.54M
$34.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
568+ 16.32% |
$12K - $12.6K
|
4.05K
$89.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
685New |
$14.5K - $15.2K
|
685
$15.2K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.2K+ 10.04% |
$25.3K - $26.7K
|
13.2K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
298K+ 44.52% |
$6.3M - $6.63M
|
968K
$21.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
226K+ 11.68% |
$4.76M - $5.02M
|
2.16M
$47.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.2K+ 20.26% |
$807K - $850K
|
227K
$5.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20.6K- 27.53% |
$436K - $459K
|
54.3K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.57KNew |
$96.4K - $102K
|
4.57K
$101K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 2.04% |
$136K - $143K
|
309K
$6.85M
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-10.9K- 5.98% |
$228K - $234K
|
172K
$3.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.69K+ 27.34% |
$56.1K - $57.6K
|
12.5K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.33K- 96.02% |
$27.6K - $28.4K
|
55
$1.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.29KNew |
$68.6K - $70.4K
|
3.29K
$73.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.2K+ 10.0% |
$317K - $326K
|
168K
$3.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10.2KNew |
$213K - $219K
|
10.2K
$227K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
351New |
$7.31K - $7.5K
|
351
$7.79K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.5K+ 6.71% |
$31.2K - $32.1K
|
23.8K
$529K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.9KNew |
$843K - $864K
|
39.9K
$884K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.02KNew |
$21.7K - $22.2K
|
1.02K
$22.7K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-358K- 24.29% |
$7.57M - $7.76M
|
1.11M
$24.7M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 89.45% |
$89.7K - $91.9K
|
500
$11.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28.6K+ 243.07% |
$604K - $619K
|
40.3K
$894K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.6K+ 116.5% |
$246K - $252K
|
21.6K
$479K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.2K- 57.18% |
$580K - $634K
|
21.9K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.1KNew |
$458K - $501K
|
23.1K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
106KNew |
$2.1M - $2.3M
|
106K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
4.2KNew |
$83.4K - $91.2K
|
4.2K
$93.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25KNew |
$24.8K - $27.2K
|
1.25K
$27.7K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
115New |
$2.34K - $2.44K
|
115
$2.55K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.19KNew |
$24.2K - $25.3K
|
1.19K
$26.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16K+ 160.0% |
$325K - $340K
|
26K
$577K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
13.7K+ 4.03% |
$278K - $291K
|
353K
$7.83M
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$42K - $43.4K
|
2K
$44.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
475+ 11.61% |
$9.98K - $10.3K
|
4.57K
$101K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
2.34KNew |
$49K - $50.6K
|
2.34K
$51.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2KNew |
$42K - $43.4K
|
2K
$44.4K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
106KNew |
$2.19M - $2.31M
|
106K
$2.35M
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
47+ 5.69% |
$928 - $1K
|
873
$19.4K
|
|