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 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 12.64% |
$30.1K - $31.4K
|
9.8K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.51K- 0.78% |
$32.1K - $33.5K
|
191K
$4.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 51.06% |
$32.8K - $34.2K
|
1.48K
$31.7K
|
|
|
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
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.81K- 35.36% |
$102K - $106K
|
8.79K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.29K- 18.34% |
$176K - $184K
|
36.9K
$790K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.65K- 9.88% |
$184K - $192K
|
78.9K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.82K- 14.17% |
$209K - $218K
|
59.5K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-10.3K- 6.88% |
$219K - $228K
|
139K
$2.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-11.5K- 3.89% |
$244K - $255K
|
284K
$6.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-13K- 38.71% |
$275K - $287K
|
20.5K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-14.6K- 60.76% |
$310K - $323K
|
9.42K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-26.1K- 34.27% |
$553K - $577K
|
50K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-70K- 33.71% |
$1.49M - $1.55M
|
138K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-79.2K- 6.32% |
$1.68M - $1.75M
|
1.17M
$25.1M
|