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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
767+ 6.2% |
$16.3K - $16.9K
|
13.1K
$292K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
578+ 3.81% |
$12.3K - $12.7K
|
15.8K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
539+ 0.17% |
$11.5K - $11.8K
|
320K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
410New |
$8.72K - $9.01K
|
410
$9.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
299+ 0.81% |
$6.36K - $6.57K
|
37.3K
$828K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
253+ 21.62% |
$5.38K - $5.56K
|
1.42K
$31.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
210+ 1.51% |
$4.47K - $4.62K
|
14.1K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104+ 0.94% |
$2.21K - $2.29K
|
11.2K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
80+ 0.38% |
$1.7K - $1.76K
|
21K
$466K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73+ 1.21% |
$1.55K - $1.6K
|
6.12K
$136K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
54+ 0.12% |
$1.15K - $1.19K
|
43.8K
$971K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
49+ 0.42% |
$1.04K - $1.08K
|
11.8K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
47+ 0.39% |
$1K - $1.03K
|
12.1K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.52% |
$426 - $440
|
3.83K
$85K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16+ 0.04% |
$340 - $352
|
41K
$910K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 1.23% |
$234 - $242
|
908
$20.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 1.21% |
$213 - $220
|
838
$18.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 1.1% |
$192 - $198
|
829
$18.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
3+ 0.23% |
$63.8 - $65.9
|
1.33K
$29.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
282KNew |
$5.96M - $6.13M
|
282K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
239K+ 16696.85% |
$5.04M - $5.18M
|
240K
$5.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
24.2K+ 13.57% |
$512K - $527K
|
203K
$4.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
22.9K+ 6.45% |
$484K - $498K
|
378K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.3% |
$222K - $229K
|
255K
$5.67M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$232K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
10.4K+ 82.79% |
$219K - $225K
|
22.9K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.1K+ 1.46% |
$192K - $198K
|
634K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.73KNew |
$121K - $125K
|
5.73K
$127K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.48K+ 19.19% |
$94.6K - $97.4K
|
27.8K
$618K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.26K+ 71.37% |
$89.9K - $92.5K
|
10.2K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.06K+ 26.51% |
$85.7K - $88.2K
|
19.4K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.5K+ 32.11% |
$73.9K - $76.1K
|
14.4K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$52.1K - $53.7K
|
2.47K
$54.8K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.25K+ 21.29% |
$47.5K - $48.9K
|
12.8K
$284K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.87K+ 5.63% |
$39.6K - $40.7K
|
35.2K
$781K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 6.47% |
$37.7K - $38.9K
|
29.4K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.36KNew |
$28.6K - $29.4K
|
1.36K
$30.1K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.08K+ 4.95% |
$22.7K - $23.4K
|
22.8K
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
970New |
$20.5K - $21.1K
|
970
$21.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
810New |
$17.1K - $17.6K
|
810
$18K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
468+ 5.33% |
$9.88K - $10.2K
|
9.25K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$8.44K - $8.69K
|
400
$8.88K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
323+ 0.79% |
$6.82K - $7.02K
|
41K
$909K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
77.8KNew |
$1.65M - $1.72M
|
77.8K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6KNew |
$1.33M - $1.39M
|
62.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
46.1K+ 36.5% |
$979K - $1.02M
|
172K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.5KNew |
$478K - $498K
|
22.5K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6KNew |
$247K - $258K
|
11.6K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7K+ 9.43% |
$228K - $238K
|
125K
$2.77M
|
|