Purchases and Sales Made in Q2 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
102K+ 90.29% |
$2.16M - $2.23M
|
214K
$4.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
76.2K+ 94.76% |
$1.62M - $1.68M
|
157K
$3.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
24.2K+ 10.03% |
$516K - $533K
|
266K
$5.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
24.1K+ 38.75% |
$512K - $529K
|
86.1K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.8K+ 5.92% |
$294K - $304K
|
247K
$5.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
8.57K+ 17.72% |
$182K - $188K
|
57K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
7.99K+ 653.1% |
$170K - $176K
|
9.22K
$202K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.91K+ 690.8% |
$147K - $152K
|
7.91K
$173K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
4.59K+ 11.56% |
$97.6K - $101K
|
44.2K
$968K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.44K+ 2.24% |
$94.4K - $97.5K
|
203K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.3K+ 5.55% |
$70.2K - $72.5K
|
62.8K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41K+ 22.73% |
$51.4K - $53.1K
|
13K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1.84K+ 31.82% |
$39.2K - $40.5K
|
7.63K
$167K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-12- 0.02% |
$255 - $264
|
52.4K
$1.15M
|