Xml Financial, LLC Ishares Tr Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Ishares Tr stock. As of the latest transaction made, Xml Financial, LLC holds 12,238 shares of IBDV stock, worth $269,603. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,238

Holding current value

$269,603

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$21.75 - $22.22 $266,176 - $271,928	12,238 New	12,238 $271,000

Others Institutions Holding IBDV

# of Institutions

296

Shares Held

85.6M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

5.63M
Shares

$124 Million
0.98% of portfolio
Bank Of America Corp Charlotte, NC

5.55M
Shares

$122 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.91M
Shares

$86.2 Million
1.36% of portfolio
Mercer Global Advisors Inc Denver, CO

3.86M
Shares

$85 Million
0.15% of portfolio
Capital Advisors Inc

3.03M
Shares

$66.7 Million
1.12% of portfolio

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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