Purchases and Sales Made in Q1 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
323+ 0.79% |
$6.82K - $7.02K
|
41K
$896K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
106+ 0.77% |
$2.24K - $2.3K
|
13.9K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
89+ 0.08% |
$1.88K - $1.93K
|
106K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
37+ 0.16% |
$781 - $804
|
23.1K
$505K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.79% |
$148 - $152
|
897
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.74% |
$127 - $130
|
820
$17.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.73% |
$127 - $130
|
828
$18.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2+ 0.17% |
$42.2 - $43.5
|
1.17K
$25.6K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
2+ 0.15% |
$42.2 - $43.5
|
1.33K
$29K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3- 0.03% |
$63.3 - $65.2
|
11.1K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-115- 0.12% |
$2.43K - $2.5K
|
93.2K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-475- 36.91% |
$10K - $10.3K
|
812
$17.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-557- 12.75% |
$11.8K - $12.1K
|
3.81K
$83.3K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-583- 9.65% |
$12.3K - $12.7K
|
5.46K
$119K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-909- 13.06% |
$19.2K - $19.8K
|
6.05K
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-941- 1.88% |
$19.9K - $20.4K
|
49K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.4K- 10.29% |
$29.6K - $30.4K
|
12.2K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.66K- 2.81% |
$35.1K - $36.1K
|
57.4K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-1.69K- 0.92% |
$35.7K - $36.7K
|
183K
$4M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-2.2K- 8.33% |
$46.4K - $47.8K
|
24.2K
$530K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-3.02K- 0.45% |
$63.8K - $65.6K
|
664K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4.27K- 5.41% |
$90.2K - $92.8K
|
74.7K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.55K- 6.63% |
$96.1K - $98.9K
|
64.1K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-4.77K- 1.82% |
$101K - $104K
|
257K
$5.61M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.11K- 0.59% |
$129K - $133K
|
1.03M
$22.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.92K- 3.18% |
$167K - $172K
|
241K
$5.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-10.1K- 12.38% |
$214K - $220K
|
71.8K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-11.1K- 10.63% |
$234K - $241K
|
93.3K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-13.7K- 9.84% |
$290K - $298K
|
126K
$2.75M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-15K- 1.28% |
$316K - $325K
|
1.16M
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.6K- 11.44% |
$330K - $339K
|
121K
$2.64M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17.7K- 99.95% |
$375K - $386K
|
9
$197
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-20.3K- 64.73% |
$428K - $441K
|
11.1K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-38.9K- 1.46% |
$821K - $845K
|
2.62M
$57.3M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-66.9K- 23.52% |
$1.41M - $1.45M
|
217K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-70.5K- 39.24% |
$1.49M - $1.53M
|
109K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-104K- 27.5% |
$2.19M - $2.25M
|
273K
$5.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-117K- 85.3% |
$2.48M - $2.55M
|
20.2K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 37.0% |
$4.29M - $4.41M
|
346K
$7.56M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-865K- 47.2% |
$18.3M - $18.8M
|
968K
$21.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.43M- 41.75% |
$30.2M - $31M
|
1.99M
$43.6M
|