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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
282KNew |
$5.96M - $6.13M
|
282K
$6.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
259K+ 8.98% |
$5.48M - $5.64M
|
3.15M
$68.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
198K+ 7.97% |
$4.17M - $4.29M
|
2.68M
$58.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
113KNew |
$2.38M - $2.45M
|
113K
$2.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
64.7K+ 37.76% |
$1.37M - $1.41M
|
236K
$5.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
64.7K+ 4.43% |
$1.36M - $1.4M
|
1.52M
$33.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
58.8K+ 8.72% |
$1.24M - $1.28M
|
734K
$16M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
49.5K+ 26.88% |
$1.04M - $1.08M
|
234K
$5.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.6K+ 17.51% |
$1.03M - $1.06M
|
326K
$7.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
36.2K+ 176.5% |
$765K - $787K
|
56.8K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
25.1K+ 165.58% |
$531K - $546K
|
40.3K
$880K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
25K+ 11.76% |
$528K - $544K
|
238K
$5.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
24.2K+ 13.57% |
$512K - $527K
|
203K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
23.7K+ 50.97% |
$500K - $515K
|
70.2K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
22.9K+ 6.15% |
$484K - $498K
|
396K
$8.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
22.9K+ 6.45% |
$484K - $498K
|
378K
$8.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22.6KNew |
$478K - $492K
|
22.6K
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
22.4K+ 56.31% |
$472K - $486K
|
62.1K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.2K+ 32.59% |
$343K - $353K
|
66.1K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.8K+ 17.3% |
$333K - $342K
|
107K
$2.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 25.02% |
$315K - $324K
|
74.5K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13.9KNew |
$294K - $303K
|
13.9K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
12.8K+ 61.95% |
$270K - $278K
|
33.4K
$729K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
12.6K+ 15.91% |
$265K - $273K
|
91.5K
$2M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4K+ 3.52% |
$263K - $270K
|
366K
$7.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.3K+ 13.3% |
$260K - $268K
|
105K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.3K+ 16.3% |
$238K - $245K
|
80.4K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10.6KNew |
$224K - $231K
|
10.6K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.1K+ 1.46% |
$192K - $198K
|
634K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
7.1K+ 2.95% |
$150K - $154K
|
248K
$5.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
7.05K+ 21.62% |
$149K - $153K
|
39.7K
$865K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.98K+ 3.64% |
$147K - $152K
|
198K
$4.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.4K+ 12.05% |
$135K - $139K
|
59.5K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
6.29K+ 8.28% |
$133K - $137K
|
82.2K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.19K+ 4.05% |
$131K - $134K
|
159K
$3.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.74K+ 45.58% |
$121K - $125K
|
18.3K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.47K+ 5.9% |
$115K - $119K
|
98.1K
$2.14M
|
|
|
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 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.48K+ 19.19% |
$94.6K - $97.4K
|
27.8K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.5K+ 32.11% |
$73.9K - $76.1K
|
14.4K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 6.63% |
$72.6K - $74.8K
|
55.3K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.18K+ 5.08% |
$67.1K - $69K
|
65.8K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.52K+ 5.5% |
$53.3K - $54.8K
|
48.4K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$52.1K - $53.7K
|
2.47K
$53.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.99K+ 10.52% |
$42K - $43.2K
|
20.9K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.89K+ 8.37% |
$39.9K - $41K
|
24.5K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.84K+ 7.41% |
$38.8K - $40K
|
26.7K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.44K+ 4.13% |
$30.4K - $31.3K
|
36.4K
$794K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1.17K+ 25.34% |
$24.7K - $25.4K
|
5.79K
$126K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.12K+ 2.51% |
$23.6K - $24.3K
|
45.8K
$1M
|