Latest Institutional Sells of Ishares Tr (IBDV)
This list provides information on the latest institutional transactions involving Ishares Tr (IBDV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 37.0% |
$4.29M - $4.41M
|
346K
$7.54M
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-117K- 85.3% |
$2.48M - $2.55M
|
20.2K
$441K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.7K- 9.84% |
$290K - $298K
|
126K
$2.74M
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-10.1K- 12.38% |
$214K - $220K
|
71.8K
$1.57M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.92K- 3.18% |
$167K - $172K
|
241K
$5.27M
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-1.69K- 0.92% |
$35.7K - $36.7K
|
183K
$3.99M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.66K- 2.81% |
$35.1K - $36.1K
|
57.4K
$1.25M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.4K- 10.29% |
$29.6K - $30.4K
|
12.2K
$267K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-941- 1.88% |
$19.9K - $20.4K
|
49K
$1.07M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-557- 12.75% |
$11.8K - $12.1K
|
3.81K
$83.1K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-475- 36.91% |
$10K - $10.3K
|
812
$17.7K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-881K- 20.47% |
$18.7M - $19.5M
|
3.42M
$74.7M
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-231K- 80.34% |
$4.9M - $5.11M
|
56.4K
$1.23M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-79.2K- 6.32% |
$1.68M - $1.75M
|
1.17M
$25.6M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50.5K- 36.78% |
$1.07M - $1.12M
|
86.8K
$1.9M
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-14.6K- 60.76% |
$310K - $323K
|
9.42K
$206K
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-11.5K- 3.89% |
$244K - $255K
|
284K
$6.2M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.5K- 11.9% |
$223K - $233K
|
77.7K
$1.7M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.82K- 14.17% |
$209K - $218K
|
59.5K
$1.3M
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.65K- 9.88% |
$184K - $192K
|
78.9K
$1.72M
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.29K- 18.34% |
$176K - $184K
|
36.9K
$806K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.06K- 1.38% |
$171K - $178K
|
578K
$12.6M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.62K- 0.76% |
$162K - $169K
|
994K
$21.7M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.16K- 8.62% |
$152K - $159K
|
76K
$1.66M
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.72K- 35.72% |
$143K - $149K
|
12.1K
$264K
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.81K- 35.36% |
$102K - $106K
|
8.79K
$192K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 51.06% |
$32.8K - $34.2K
|
1.48K
$32.3K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 12.64% |
$30.1K - $31.4K
|
9.8K
$214K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-782- 0.12% |
$16.6K - $17.3K
|
631K
$13.8M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-480- 6.48% |
$10.2K - $10.6K
|
6.93K
$151K
|
|
Q3 2024 | |||||||
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20.6K- 27.53% |
$436K - $459K
|
54.3K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-8.12K- 34.19% |
$171K - $181K
|
15.6K
$341K
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-6.43K- 2.04% |
$136K - $143K
|
309K
$6.74M
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-3.44K- 17.92% |
$72.6K - $76.5K
|
15.7K
$344K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.33K- 96.02% |
$27.6K - $28.4K
|
55
$1.2K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-788- 36.3% |
$16.4K - $16.8K
|
1.38K
$30.2K
|
|
Q1 2024 | |||||||
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-358K- 24.29% |
$7.57M - $7.76M
|
1.11M
$24.3M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 89.45% |
$89.7K - $91.9K
|
500
$10.9K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-29.2K- 57.18% |
$580K - $634K
|
21.9K
$477K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-80.2KClosed |
$1.68M - $1.86M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-400Closed |
$8.36K - $9.26K
|
0
$0
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-380Closed |
$7.94K - $8.8K
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-141Closed |
$3.23K - $3.51K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.13KClosed |
$206K - $210K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-4.03KClosed |
$99.7K - $103K
|
0
$0
|