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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
125+ 0.48% |
$2.66K - $2.77K
|
26.4K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73+ 9.85% |
$1.55K - $1.62K
|
814
$17.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66+ 1.53% |
$1.4K - $1.46K
|
4.37K
$94.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38New |
$807 - $842
|
38
$824
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
35+ 2.71% |
$743 - $775
|
1.33K
$28.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33+ 2.36% |
$701 - $731
|
1.43K
$31K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 1.48% |
$276 - $288
|
890
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.61% |
$276 - $288
|
822
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 1.55% |
$85 - $88.6
|
262
$5.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-480- 6.48% |
$10.2K - $10.6K
|
6.93K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-782- 0.12% |
$16.6K - $17.3K
|
631K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-862- 1.44% |
$18.3K - $19.1K
|
59.1K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 12.64% |
$30.1K - $31.4K
|
9.8K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.51K- 0.78% |
$32.1K - $33.5K
|
191K
$4.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 51.06% |
$32.8K - $34.2K
|
1.48K
$32.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.11K- 7.35% |
$87.2K - $90.9K
|
51.8K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-4.77K- 16.95% |
$101K - $106K
|
23.4K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.81K- 35.36% |
$102K - $106K
|
8.79K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-6.72K- 35.72% |
$143K - $149K
|
12.1K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.16K- 8.62% |
$152K - $159K
|
76K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.62K- 0.76% |
$162K - $169K
|
994K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.06K- 1.38% |
$171K - $178K
|
578K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.29K- 18.34% |
$176K - $184K
|
36.9K
$801K
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-8.65K- 9.88% |
$184K - $192K
|
78.9K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.82K- 14.17% |
$209K - $218K
|
59.5K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-10.3K- 6.88% |
$219K - $228K
|
139K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-10.5K- 11.9% |
$223K - $233K
|
77.7K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-11.5K- 3.89% |
$244K - $255K
|
284K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-13K- 38.71% |
$275K - $287K
|
20.5K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-14.6K- 60.76% |
$310K - $323K
|
9.42K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-26.1K- 34.27% |
$553K - $577K
|
50K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50.5K- 36.78% |
$1.07M - $1.12M
|
86.8K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-70K- 33.71% |
$1.49M - $1.55M
|
138K
$2.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-79.2K- 6.32% |
$1.68M - $1.75M
|
1.17M
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-231K- 80.34% |
$4.9M - $5.11M
|
56.4K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-881K- 20.47% |
$18.7M - $19.5M
|
3.42M
$74.2M
|