Purchases and Sales Made in Q3 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.55MNew |
$33.8M - $34.5M
|
1.55M
$34.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.08M+ 38.99% |
$23.5M - $24M
|
3.86M
$85M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
877KNew |
$19.1M - $19.5M
|
877K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
868K+ 18.53% |
$18.9M - $19.3M
|
5.55M
$122M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
742K+ 1379.85% |
$16.1M - $16.5M
|
796K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
428K+ 8.23% |
$9.31M - $9.51M
|
5.63M
$124M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
406KNew |
$8.84M - $9.03M
|
406K
$8.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
344KNew |
$7.48M - $7.65M
|
344K
$7.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
328K+ 15.34% |
$7.13M - $7.29M
|
2.46M
$54.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
299K+ 11.45% |
$6.5M - $6.64M
|
2.91M
$64.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
299K+ 11.72% |
$6.49M - $6.63M
|
2.85M
$62.7M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
261K+ 37.89% |
$5.67M - $5.8M
|
950K
$20.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
244K+ 7.09% |
$5.3M - $5.42M
|
3.68M
$81.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
239K+ 144.62% |
$5.21M - $5.32M
|
405K
$8.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
178K+ 14.57% |
$3.87M - $3.95M
|
1.4M
$30.8M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165K+ 8.33% |
$3.59M - $3.67M
|
2.15M
$47.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
131K+ 4.64% |
$2.84M - $2.9M
|
2.94M
$64.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
118K+ 31.22% |
$2.57M - $2.62M
|
496K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 5.98% |
$2.55M - $2.61M
|
2.08M
$45.8M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
116K+ 56.81% |
$2.52M - $2.57M
|
320K
$7.05M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
101K+ 85.44% |
$2.2M - $2.25M
|
220K
$4.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
97K+ 7.25% |
$2.11M - $2.16M
|
1.44M
$31.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
95.2K+ 10.67% |
$2.07M - $2.12M
|
988K
$21.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
76.4K+ 245.58% |
$1.66M - $1.7M
|
108K
$2.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72.7KNew |
$1.58M - $1.62M
|
72.7K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.1K+ 53.55% |
$1.52M - $1.56M
|
201K
$4.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
68.8K+ 11.04% |
$1.5M - $1.53M
|
692K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
68.6K+ 4.38% |
$1.49M - $1.52M
|
1.63M
$36M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.4K+ 26.81% |
$1.4M - $1.43M
|
304K
$6.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
58.1K+ 29.86% |
$1.26M - $1.29M
|
253K
$5.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
57.4K+ 6.85% |
$1.25M - $1.27M
|
895K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
54.1KNew |
$1.18M - $1.2M
|
54.1K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53.1K+ 69.07% |
$1.15M - $1.18M
|
130K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
51.7KNew |
$1.13M - $1.15M
|
51.7K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
50.7KNew |
$1.1M - $1.13M
|
50.7K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.8K+ 15.04% |
$997K - $1.02M
|
350K
$7.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41.4K+ 138.64% |
$901K - $920K
|
71.3K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 8.36% |
$858K - $876K
|
511K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
39.3K+ 55.28% |
$854K - $872K
|
110K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
38.9K+ 11.66% |
$845K - $864K
|
372K
$8.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
37.6KNew |
$818K - $835K
|
37.6K
$828K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
37.5K+ 252.79% |
$816K - $833K
|
52.3K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.8K+ 4.38% |
$800K - $817K
|
876K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.3K+ 15.66% |
$790K - $807K
|
268K
$5.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
33.3K+ 38.7% |
$725K - $741K
|
119K
$2.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
33.1K+ 16.33% |
$721K - $736K
|
236K
$5.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
32.5K+ 192.65% |
$707K - $722K
|
49.4K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.5K+ 65.03% |
$706K - $722K
|
82.4K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.5K+ 8.19% |
$686K - $701K
|
417K
$9.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.7K+ 52.88% |
$646K - $660K
|
85.9K
$1.89M
|
|