Latest Institutional Purchases of Ishares Tr (IBDV)
This list provides information on the latest institutional transactions involving Ishares Tr (IBDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04MNew |
$22M - $23M
|
1.04M
$22.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
373KNew |
$7.91M - $8.25M
|
373K
$8M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267K+ 10.19% |
$5.68M - $5.92M
|
2.89M
$62.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
190K+ 19.4% |
$4.03M - $4.21M
|
1.17M
$25.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
151K+ 6.49% |
$3.21M - $3.34M
|
2.48M
$53.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
130K+ 315.49% |
$2.76M - $2.88M
|
171K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
123K+ 42.5% |
$2.6M - $2.72M
|
411K
$8.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
91.1KNew |
$1.93M - $2.02M
|
91.1K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
49.9KNew |
$1.06M - $1.1M
|
49.9K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
44.7KNew |
$950K - $990K
|
44.7K
$960K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
44K+ 281.73% |
$933K - $973K
|
59.6K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
39.7KNew |
$844K - $880K
|
39.7K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
38.2K+ 93.7% |
$811K - $846K
|
78.9K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
34.1K+ 12.7% |
$724K - $755K
|
303K
$6.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
31.2K+ 269.44% |
$663K - $692K
|
42.8K
$920K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 7.84% |
$546K - $570K
|
354K
$7.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
24.4K+ 47.38% |
$519K - $541K
|
75.9K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
23KNew |
$489K - $510K
|
23K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
20.6KNew |
$438K - $457K
|
20.6K
$443K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
19.2K+ 11.63% |
$407K - $425K
|
184K
$3.95M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
18.9K+ 137.47% |
$401K - $418K
|
32.6K
$700K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
17.6K+ 2.89% |
$373K - $389K
|
625K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.2K+ 11.82% |
$343K - $358K
|
153K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
14.4K+ 64.64% |
$305K - $318K
|
36.6K
$786K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.6K+ 34.43% |
$289K - $301K
|
53.1K
$1.14M
|
|
|
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
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
11.3K+ 3.3% |
$241K - $251K
|
355K
$7.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.8KNew |
$229K - $239K
|
10.8K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7K+ 9.43% |
$228K - $238K
|
125K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 25.02% |
$220K - $230K
|
51.8K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9.78K+ 13.55% |
$208K - $217K
|
81.9K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.63KNew |
$205K - $213K
|
9.63K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
9.58K+ 26.39% |
$203K - $212K
|
45.9K
$985K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.95K+ 1.97% |
$169K - $176K
|
411K
$8.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.51K+ 7.55% |
$138K - $144K
|
92.8K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.96K+ 7.84% |
$127K - $132K
|
82K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.83KNew |
$124K - $129K
|
5.83K
$125K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.79K+ 2.8% |
$123K - $128K
|
213K
$4.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.15K+ 19.65% |
$109K - $114K
|
31.3K
$673K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
4.71K+ 45.0% |
$100K - $104K
|
15.2K
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.46K+ 21.88% |
$94.7K - $98.7K
|
24.8K
$533K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.45K+ 12.53% |
$94.5K - $98.6K
|
40K
$858K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.92K+ 26.16% |
$83.3K - $86.9K
|
18.9K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.77K+ 10.24% |
$80.2K - $83.6K
|
40.6K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.4K+ 5.22% |
$72.3K - $75.4K
|
68.6K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.35K+ 342.74% |
$71.2K - $74.2K
|
4.33K
$93K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.82K+ 14.89% |
$59.8K - $62.4K
|
21.7K
$467K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.78K+ 6.14% |
$58.9K - $61.5K
|
48K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.75K+ 19.64% |
$58.4K - $60.9K
|
16.8K
$360K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 10.02% |
$53.5K - $55.8K
|
27.6K
$594K
|