Purchases and Sales Made in Q4 2024 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.82K+ 14.89% |
$59.8K - $62.4K
|
21.7K
$467K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.78K+ 6.14% |
$58.9K - $61.5K
|
48K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.75K+ 19.64% |
$58.4K - $60.9K
|
16.8K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73K+ 2.99% |
$57.9K - $60.4K
|
94K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 10.02% |
$53.5K - $55.8K
|
27.6K
$594K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.21KNew |
$46.9K - $48.9K
|
2.21K
$47.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.09K+ 1.35% |
$44.5K - $46.4K
|
157K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.96KNew |
$41.7K - $43.5K
|
1.96K
$42.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.29KNew |
$27.3K - $28.5K
|
1.29K
$27.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.21K+ 6.28% |
$25.8K - $26.9K
|
20.5K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 3.12% |
$25.1K - $26.2K
|
39K
$838K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
809New |
$17.2K - $17.9K
|
809
$17.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
802+ 2.47% |
$17K - $17.8K
|
33.3K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
765New |
$16.2K - $16.9K
|
765
$16.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
750+ 0.48% |
$15.9K - $16.6K
|
156K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
615+ 4.73% |
$13.1K - $13.6K
|
13.6K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
542+ 0.87% |
$11.5K - $12K
|
62.6K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
450+ 3.08% |
$9.56K - $9.97K
|
15.1K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
351+ 5.31% |
$7.46K - $7.77K
|
6.96K
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
350+ 37.8% |
$7.43K - $7.75K
|
1.28K
$27.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
212+ 1.56% |
$4.5K - $4.7K
|
13.8K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38New |
$807 - $842
|
38
$816
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
35+ 2.71% |
$743 - $775
|
1.33K
$28.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 1.48% |
$276 - $288
|
890
$19.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.61% |
$276 - $288
|
822
$17.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 1.55% |
$85 - $88.6
|
262
$5.63K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-480- 6.48% |
$10.2K - $10.6K
|
6.93K
$149K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-862- 1.44% |
$18.3K - $19.1K
|
59.1K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 12.64% |
$30.1K - $31.4K
|
9.8K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.51K- 0.78% |
$32.1K - $33.5K
|
191K
$4.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.11K- 7.35% |
$87.2K - $90.9K
|
51.8K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.77K- 16.95% |
$101K - $106K
|
23.4K
$502K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.81K- 35.36% |
$102K - $106K
|
8.79K
$189K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.29K- 18.34% |
$176K - $184K
|
36.9K
$793K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.65K- 9.88% |
$184K - $192K
|
78.9K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-10.3K- 6.88% |
$219K - $228K
|
139K
$2.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-11.5K- 3.89% |
$244K - $255K
|
284K
$6.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-14.6K- 60.76% |
$310K - $323K
|
9.42K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-70K- 33.71% |
$1.49M - $1.55M
|
138K
$2.96M
|