Purchases and Sales Made in Q4 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.38MNew |
$30.3M - $30.6M
|
1.38M
$30.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.11MNew |
$24.5M - $24.8M
|
1.11M
$24.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
586KNew |
$12.9M - $13M
|
586K
$12.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
491K+ 49.72% |
$10.8M - $10.9M
|
1.48M
$32.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
459KNew |
$10.1M - $10.2M
|
459K
$10.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
283K+ 2551.04% |
$6.23M - $6.29M
|
294K
$6.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
230K+ 6.23% |
$5.06M - $5.11M
|
3.91M
$86.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
158K+ 19.91% |
$3.49M - $3.52M
|
954K
$21M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
83K+ 2.82% |
$1.83M - $1.85M
|
3.03M
$66.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
71.7K+ 220.15% |
$1.58M - $1.6M
|
104K
$2.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
56K+ 204.26% |
$1.23M - $1.25M
|
83.4K
$1.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
48.3K+ 44.89% |
$1.06M - $1.07M
|
156K
$3.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
48.2KNew |
$1.06M - $1.07M
|
48.2K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
48.2K+ 270.39% |
$1.06M - $1.07M
|
66K
$1.45M
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
40.2KNew |
$885K - $893K
|
40.2K
$885K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
37.7K+ 275.78% |
$830K - $838K
|
51.4K
$1.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
37K+ 7.47% |
$816K - $824K
|
533K
$11.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
33KNew |
$728K - $734K
|
33K
$728K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27.3K+ 20.41% |
$602K - $608K
|
161K
$3.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
27.3K+ 50.38% |
$601K - $606K
|
81.4K
$1.79M
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
25.7K+ 50.76% |
$567K - $573K
|
76.5K
$1.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21.9K+ 171.58% |
$482K - $487K
|
34.6K
$763K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
21.5K+ 8.41% |
$473K - $478K
|
277K
$6.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
17.1K+ 14.82% |
$378K - $381K
|
133K
$2.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.6KNew |
$344K - $347K
|
15.6K
$344K
|
|
|
Jan 20, 2026
Q4 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
15.1K+ 27.41% |
$332K - $336K
|
70.1K
$1.54M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 40.47% |
$283K - $286K
|
44.6K
$982K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12K+ 7.06% |
$263K - $266K
|
181K
$4M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
11.4K+ 33.46% |
$251K - $253K
|
45.4K
$999K
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
11.3KNew |
$249K - $251K
|
11.3K
$249K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$240K - $243K
|
10.9K
$240K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9.7K+ 19.12% |
$214K - $216K
|
60.4K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.44K+ 6.45% |
$208K - $210K
|
156K
$3.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
9.15K+ 167.79% |
$202K - $203K
|
14.6K
$322K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
9K+ 4.1% |
$198K - $200K
|
229K
$5.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
8.93K+ 38.14% |
$197K - $199K
|
32.3K
$712K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.2K+ 27.1% |
$181K - $182K
|
38.5K
$847K
|
|
|
Jan 21, 2026
Q4 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
7.27K+ 14.04% |
$160K - $162K
|
59K
$1.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6.73K+ 2.73% |
$148K - $150K
|
253K
$5.57M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6KNew |
$132K - $133K
|
6K
$132K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.98KNew |
$132K - $133K
|
5.98K
$132K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.76K+ 30.24% |
$105K - $106K
|
20.5K
$452K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.68K+ 35.63% |
$103K - $104K
|
17.8K
$393K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
4.27K+ 15.81% |
$94.1K - $95K
|
31.3K
$689K
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.15K+ 2.76% |
$91.3K - $92.2K
|
154K
$3.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.7K+ 5.75% |
$81.5K - $82.3K
|
68K
$1.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.9K+ 2.43% |
$63.9K - $64.5K
|
122K
$2.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.16K+ 1.06% |
$25.6K - $25.9K
|
111K
$2.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.13K+ 10.74% |
$25K - $25.2K
|
11.7K
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
631+ 1.21% |
$13.9K - $14K
|
53K
$1.17M
|
|