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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.44MNew |
$73.2M - $75.6M
|
3.44M
$76.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.6M+ 1498.67% |
$55.4M - $57.2M
|
2.78M
$61.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.25M+ 651.25% |
$47.9M - $49.5M
|
2.6M
$57.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.71M+ 2298.76% |
$36.4M - $37.6M
|
1.79M
$39.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
654KNew |
$13.9M - $14.4M
|
654K
$14.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
314K+ 6.42% |
$6.67M - $6.89M
|
5.2M
$115M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
261KNew |
$5.55M - $5.73M
|
261K
$5.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
233K+ 9.78% |
$4.95M - $5.11M
|
2.61M
$57.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
213KNew |
$4.53M - $4.68M
|
213K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
211KNew |
$4.5M - $4.64M
|
211K
$4.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
155K+ 16.03% |
$3.3M - $3.41M
|
1.12M
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 6.11% |
$3.12M - $3.22M
|
2.55M
$56.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
140K+ 3.08% |
$2.98M - $3.08M
|
4.68M
$104M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
138K+ 5.14% |
$2.93M - $3.02M
|
2.81M
$62.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
135K+ 17.8% |
$2.87M - $2.96M
|
892K
$19.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
118KNew |
$2.52M - $2.6M
|
118K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
108KNew |
$2.29M - $2.37M
|
108K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 5.49% |
$2.17M - $2.24M
|
1.96M
$43.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
102K+ 90.29% |
$2.16M - $2.23M
|
214K
$4.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
89.2K+ 6450.98% |
$1.9M - $1.96M
|
90.6K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76.8KNew |
$1.64M - $1.69M
|
76.8K
$1.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.2K+ 94.76% |
$1.62M - $1.68M
|
157K
$3.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
74.1K+ 113.65% |
$1.58M - $1.63M
|
139K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
69.7K+ 26.81% |
$1.48M - $1.53M
|
330K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.9K+ 69.58% |
$1.45M - $1.49M
|
166K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
62.8K+ 47.63% |
$1.34M - $1.38M
|
195K
$4.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
61.1K+ 10.87% |
$1.3M - $1.34M
|
623K
$13.8M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
58K+ 39.73% |
$1.23M - $1.27M
|
204K
$4.53M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.5K+ 2.94% |
$1.2M - $1.24M
|
1.98M
$44M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
55.7K+ 124.19% |
$1.19M - $1.22M
|
101K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
53.8KNew |
$1.14M - $1.18M
|
53.8K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
51.8K+ 6.59% |
$1.1M - $1.14M
|
838K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.2K+ 23.55% |
$941K - $972K
|
232K
$5.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.8K+ 9.99% |
$911K - $941K
|
472K
$10.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
42.4K+ 11.34% |
$902K - $932K
|
416K
$9.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
40.5K+ 2.65% |
$861K - $889K
|
1.57M
$34.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
39KNew |
$830K - $857K
|
39K
$865K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37.3K+ 30.88% |
$794K - $820K
|
158K
$3.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
35.5K+ 15.04% |
$755K - $780K
|
271K
$6.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31.8KNew |
$677K - $699K
|
31.8K
$705K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.1K+ 9.24% |
$641K - $662K
|
356K
$7.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
29.9KNew |
$636K - $657K
|
29.9K
$663K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.7K+ 268.55% |
$632K - $652K
|
40.7K
$904K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
28.1KNew |
$599K - $619K
|
28.1K
$624K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
26.2K+ 1.99% |
$557K - $575K
|
1.34M
$29.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
24.2K+ 10.03% |
$516K - $533K
|
266K
$5.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
24.1K+ 38.75% |
$512K - $529K
|
86.1K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.9KNew |
$487K - $503K
|
22.9K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
21.8K+ 44.23% |
$463K - $479K
|
71K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.3K+ 5.28% |
$453K - $468K
|
424K
$9.42M
|