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 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.9K+ 57.41% |
$444K - $459K
|
57.3K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20.2KNew |
$430K - $444K
|
20.2K
$448K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
19.7KNew |
$419K - $433K
|
19.7K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.3K+ 5.27% |
$411K - $424K
|
385K
$8.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
17.7K+ 5.1% |
$377K - $389K
|
365K
$8.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 2.83% |
$372K - $384K
|
636K
$14.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.4K+ 26.37% |
$371K - $383K
|
83.5K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
16.9KNew |
$359K - $371K
|
16.9K
$374K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.6KNew |
$354K - $365K
|
16.6K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15.5K+ 76.64% |
$331K - $342K
|
35.8K
$795K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
15.5K+ 5.67% |
$330K - $341K
|
289K
$6.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.1KNew |
$321K - $331K
|
15.1K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.9KNew |
$316K - $327K
|
14.9K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.6K+ 35.21% |
$311K - $322K
|
56.2K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.5KNew |
$308K - $318K
|
14.5K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.4K+ 11.44% |
$306K - $316K
|
140K
$3.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 12.12% |
$301K - $311K
|
131K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
BUY
|
- |
13.9K+ 15.15% |
$295K - $305K
|
105K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8K+ 5.92% |
$294K - $304K
|
247K
$5.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
13.2KNew |
$281K - $290K
|
13.2K
$293K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
13KNew |
$277K - $286K
|
13K
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
12.8K+ 1.11% |
$273K - $282K
|
1.17M
$26M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
12.5K+ 1.04% |
$266K - $275K
|
1.22M
$27.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$256K - $264K
|
12K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.9K+ 2.47% |
$253K - $261K
|
492K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
11.8KNew |
$250K - $258K
|
11.8K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 48.61% |
$239K - $247K
|
34.3K
$761K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
11.2K+ 3.46% |
$237K - $245K
|
333K
$7.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
10.8K+ 88.01% |
$229K - $236K
|
23K
$510K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.8K+ 1.04% |
$229K - $236K
|
1.04M
$23.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.5K+ 1.43% |
$223K - $231K
|
744K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3KNew |
$220K - $227K
|
10.3K
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.2KNew |
$218K - $225K
|
10.2K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
10.2K+ 9.88% |
$216K - $223K
|
113K
$2.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.98KNew |
$212K - $219K
|
9.98K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9.95K+ 13.86% |
$212K - $219K
|
81.7K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
9.89K+ 1.67% |
$210K - $217K
|
604K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.77K+ 9.22% |
$208K - $215K
|
116K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.45K+ 7.6% |
$201K - $208K
|
134K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9.43K+ 54.51% |
$201K - $207K
|
26.7K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 67.11% |
$199K - $206K
|
23.3K
$517K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.35KNew |
$199K - $206K
|
9.35K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.2KNew |
$196K - $202K
|
9.2K
$204K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.65K+ 25.9% |
$184K - $190K
|
42K
$933K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
8.57K+ 17.72% |
$182K - $188K
|
57K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.46K+ 37.37% |
$180K - $186K
|
31.1K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8.34K+ 11.87% |
$177K - $183K
|
78.5K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8.32K+ 33.98% |
$177K - $183K
|
32.8K
$727K
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
7.99K+ 653.1% |
$170K - $176K
|
9.22K
$205K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7.81K+ 180.39% |
$166K - $172K
|
12.1K
$269K
|