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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.6K+ 5.26% |
$162K - $167K
|
152K
$3.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.36KNew |
$157K - $162K
|
7.36K
$163K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.91K+ 690.8% |
$147K - $152K
|
7.91K
$175K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6.65K+ 5.11% |
$142K - $146K
|
137K
$3.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
6.64K+ 36.2% |
$141K - $146K
|
25K
$554K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.6K+ 10.12% |
$141K - $145K
|
71.9K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.38K+ 9.08% |
$136K - $140K
|
76.6K
$1.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.04K+ 13.17% |
$128K - $133K
|
51.9K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.02K+ 9.62% |
$128K - $132K
|
68.7K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.77K+ 5.49% |
$123K - $127K
|
111K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.52K+ 6.9% |
$117K - $121K
|
85.5K
$1.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
4.97K+ 12.33% |
$106K - $109K
|
45.3K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
4.96K+ 46.02% |
$106K - $109K
|
15.7K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.8K+ 8.45% |
$102K - $106K
|
61.6K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.59K+ 11.56% |
$97.6K - $101K
|
44.2K
$982K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.53K+ 9.22% |
$96.5K - $99.7K
|
53.7K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.44K+ 2.24% |
$94.4K - $97.5K
|
203K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
4.25K+ 26.9% |
$90.4K - $93.4K
|
20.1K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.04K+ 501.24% |
$85.9K - $88.7K
|
4.84K
$107K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.92K+ 2.42% |
$83.4K - $86.2K
|
166K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.74K+ 128.01% |
$79.7K - $82.3K
|
6.67K
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
3.48K+ 3.19% |
$73.9K - $76.4K
|
113K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.3K+ 406.4% |
$70.2K - $72.5K
|
4.11K
$91.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 5.55% |
$70.2K - $72.5K
|
62.8K
$1.39M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.02K+ 6.34% |
$64.2K - $66.3K
|
50.6K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.54K+ 15.64% |
$54.1K - $55.9K
|
18.8K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.54K+ 29.19% |
$53.9K - $55.7K
|
11.2K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.44K+ 0.98% |
$51.8K - $53.5K
|
250K
$5.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 2.69% |
$51.4K - $53.1K
|
92.3K
$2.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41K+ 22.73% |
$51.4K - $53.1K
|
13K
$289K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.28K+ 3.46% |
$48.4K - $50K
|
68.1K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.13K+ 2.17% |
$45.2K - $46.7K
|
100K
$2.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.09KNew |
$44.4K - $45.9K
|
2.09K
$46.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.84K+ 31.82% |
$39.2K - $40.5K
|
7.63K
$169K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.62K+ 1.02% |
$34.5K - $35.6K
|
161K
$3.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.54K+ 16.19% |
$32.8K - $33.8K
|
11.1K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 1.65% |
$32.6K - $33.7K
|
94.7K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.53K+ 5.73% |
$32.5K - $33.6K
|
28.2K
$626K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.44K+ 1.01% |
$30.5K - $31.5K
|
144K
$3.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.38K+ 4.58% |
$29.3K - $30.2K
|
31.4K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.32KNew |
$28K - $28.9K
|
1.32K
$29.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2K+ 7.56% |
$25.5K - $26.3K
|
17K
$378K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$24.9K - $25.8K
|
1.17K
$26K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.09K+ 31.98% |
$23.1K - $23.9K
|
4.48K
$99.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.03KNew |
$21.8K - $22.5K
|
1.03K
$22.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
943New |
$20.1K - $20.7K
|
943
$20.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
921New |
$19.6K - $20.2K
|
921
$20.4K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
880+ 63.31% |
$18.7K - $19.3K
|
2.27K
$50.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
853+ 0.2% |
$18.2K - $18.7K
|
419K
$9.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
848+ 15.53% |
$18K - $18.6K
|
6.31K
$140K
|