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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
70.1K+ 10.19% |
$1.48M - $1.52M
|
758K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
69.6K+ 3.75% |
$1.47M - $1.51M
|
1.93M
$42.1M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
65.3K+ 98.13% |
$1.38M - $1.42M
|
132K
$2.88M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
64.7K+ 37.76% |
$1.37M - $1.41M
|
236K
$5.16M
|
|
|
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
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
49.2KNew |
$1.04M - $1.07M
|
49.2K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
48.7K+ 50.06% |
$1.03M - $1.06M
|
146K
$3.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48.6K+ 17.51% |
$1.03M - $1.06M
|
326K
$7.13M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
47.5K+ 6.44% |
$1M - $1.03M
|
786K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
45.5K+ 35.55% |
$961K - $989K
|
174K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
44.9KNew |
$947K - $975K
|
44.9K
$981K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.6K+ 461800.0% |
$877K - $903K
|
41.6K
$909K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
36.4K+ 15.35% |
$768K - $791K
|
274K
$5.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
36.2K+ 176.5% |
$765K - $787K
|
56.8K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30.4K+ 32.31% |
$641K - $660K
|
124K
$2.72M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
29.1KNew |
$613K - $631K
|
29.1K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
28.6K+ 78.09% |
$603K - $621K
|
65.2K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.8K+ 4.64% |
$566K - $583K
|
605K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.8K+ 29.75% |
$565K - $581K
|
117K
$2.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
25.1K+ 165.58% |
$531K - $546K
|
40.3K
$882K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
25K+ 11.76% |
$528K - $544K
|
238K
$5.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
24.2K+ 13.57% |
$512K - $527K
|
203K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
23.7K+ 50.97% |
$500K - $515K
|
70.2K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
22.9K+ 6.15% |
$484K - $498K
|
396K
$8.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
22.9K+ 6.45% |
$484K - $498K
|
378K
$8.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22.6KNew |
$478K - $492K
|
22.6K
$495K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
20.3KNew |
$428K - $441K
|
20.3K
$443K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
19.5K+ 6.45% |
$412K - $424K
|
322K
$7.05M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
17.3KNew |
$365K - $376K
|
17.3K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17.2K+ 13.51% |
$363K - $374K
|
145K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
16.6K+ 5.02% |
$350K - $360K
|
347K
$7.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.2K+ 32.59% |
$343K - $353K
|
66.1K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.1K+ 12.75% |
$340K - $350K
|
142K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
15.8KNew |
$334K - $344K
|
15.8K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
15.8K+ 17.3% |
$333K - $342K
|
107K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
15.4KNew |
$325K - $334K
|
15.4K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.9K+ 25.02% |
$315K - $324K
|
74.5K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.6KNew |
$309K - $318K
|
14.6K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13.9KNew |
$294K - $303K
|
13.9K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
12.8K+ 61.95% |
$270K - $278K
|
33.4K
$730K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.5K+ 23.61% |
$263K - $271K
|
65.3K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4K+ 3.52% |
$263K - $270K
|
366K
$8M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
11.7KNew |
$248K - $255K
|
11.7K
$256K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
11.3K+ 247.2% |
$237K - $244K
|
15.8K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8K+ 12.41% |
$228K - $234K
|
97.6K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.3% |
$222K - $229K
|
255K
$5.59M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.51KNew |
$201K - $207K
|
9.51K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.1K+ 1.46% |
$192K - $198K
|
634K
$13.9M
|