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 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.36KNew |
$157K - $162K
|
7.36K
$162K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.04K+ 13.17% |
$128K - $133K
|
51.9K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.54K+ 29.19% |
$53.9K - $55.7K
|
11.2K
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.84K+ 31.82% |
$39.2K - $40.5K
|
7.63K
$168K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.54K+ 16.19% |
$32.8K - $33.8K
|
11.1K
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
1.32KNew |
$28K - $28.9K
|
1.32K
$29K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$24.9K - $25.8K
|
1.17K
$25.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.03KNew |
$21.8K - $22.5K
|
1.03K
$22.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
943New |
$20.1K - $20.7K
|
943
$20.8K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
880+ 63.31% |
$18.7K - $19.3K
|
2.27K
$50K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
578+ 3.81% |
$12.3K - $12.7K
|
15.8K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
410New |
$8.72K - $9.01K
|
410
$9.03K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
253+ 21.62% |
$5.38K - $5.56K
|
1.42K
$31.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104+ 0.94% |
$2.21K - $2.29K
|
11.2K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73+ 1.21% |
$1.55K - $1.6K
|
6.12K
$135K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
3+ 0.23% |
$63.8 - $65.9
|
1.33K
$29.3K
|
|
|
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
$6.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
24.2K+ 13.57% |
$512K - $527K
|
203K
$4.47M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
10.5K+ 4.3% |
$222K - $229K
|
255K
$5.63M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.1K+ 1.46% |
$192K - $198K
|
634K
$14M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.73KNew |
$121K - $125K
|
5.73K
$126K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
4.48K+ 19.19% |
$94.6K - $97.4K
|
27.8K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
3.5K+ 32.11% |
$73.9K - $76.1K
|
14.4K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.47KNew |
$52.1K - $53.7K
|
2.47K
$54.4K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 6.47% |
$37.7K - $38.9K
|
29.4K
$648K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
970New |
$20.5K - $21.1K
|
970
$21.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
810New |
$17.1K - $17.6K
|
810
$17.8K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
468+ 5.33% |
$9.88K - $10.2K
|
9.25K
$204K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
77.8KNew |
$1.65M - $1.72M
|
77.8K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6KNew |
$1.33M - $1.39M
|
62.6K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
46.1K+ 36.5% |
$979K - $1.02M
|
172K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.5KNew |
$478K - $498K
|
22.5K
$496K
|
|
|
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
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.63KNew |
$205K - $213K
|
9.63K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.21KNew |
$46.9K - $48.9K
|
2.21K
$48.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$44.1K - $46K
|
2.08K
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.6K+ 63.96% |
$34K - $35.5K
|
4.1K
$90.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1K+ 17.09% |
$21.2K - $22.2K
|
6.85K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
765New |
$16.2K - $16.9K
|
765
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
599New |
$12.7K - $13.3K
|
599
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
450+ 3.08% |
$9.56K - $9.97K
|
15.1K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
350+ 37.8% |
$7.43K - $7.75K
|
1.28K
$28.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
329New |
$6.99K - $7.29K
|
329
$7.25K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38New |
$807 - $842
|
38
$837
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
298K+ 44.52% |
$6.3M - $6.63M
|
968K
$21.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
226K+ 11.68% |
$4.76M - $5.02M
|
2.16M
$47.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
49K+ 3.29% |
$1.04M - $1.09M
|
1.54M
$33.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.2K+ 20.26% |
$807K - $850K
|
227K
$5M
|
|