Latest Institutional Transactions on Ishares Tr (IBDV)
This table provides information on the latest institutional transactions involving Ishares Tr (IBDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
22.6KNew |
$480K - $500K
|
22.6K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.15K+ 3.37% |
$88.2K - $92K
|
127K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73K+ 2.99% |
$57.9K - $60.4K
|
94K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.15K+ 11.84% |
$131K - $136K
|
58K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-480- 6.48% |
$10.2K - $10.6K
|
6.93K
$149K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
95.8K+ 7.02% |
$2.04M - $2.12M
|
1.46M
$31.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.4K+ 5.22% |
$72.3K - $75.4K
|
68.6K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
44.7KNew |
$950K - $990K
|
44.7K
$960K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
542+ 0.87% |
$11.5K - $12K
|
62.6K
$1.34M
|
|
|
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
|
Truist Financial Corp
|
BUY
|
- |
615+ 4.73% |
$13.1K - $13.6K
|
13.6K
$293K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7K+ 9.43% |
$228K - $238K
|
125K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
35+ 2.71% |
$743 - $775
|
1.33K
$28.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38New |
$807 - $842
|
38
$816
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
190K+ 19.4% |
$4.03M - $4.21M
|
1.17M
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.96KNew |
$41.7K - $43.5K
|
1.96K
$42.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 3.12% |
$25.1K - $26.2K
|
39K
$838K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
34.1K+ 12.7% |
$724K - $755K
|
303K
$6.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
765New |
$16.2K - $16.9K
|
765
$16.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.61% |
$276 - $288
|
822
$17.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
4.71K+ 45.0% |
$100K - $104K
|
15.2K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.21K+ 6.28% |
$25.8K - $26.9K
|
20.5K
$441K
|
|
|
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 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3.35K+ 342.74% |
$71.2K - $74.2K
|
4.33K
$93K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
49.9KNew |
$1.06M - $1.1M
|
49.9K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.79K+ 2.8% |
$123K - $128K
|
213K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.96K+ 7.84% |
$127K - $132K
|
82K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
151K+ 6.49% |
$3.21M - $3.34M
|
2.48M
$53.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 10.02% |
$53.5K - $55.8K
|
27.6K
$594K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
9.58K+ 26.39% |
$203K - $212K
|
45.9K
$985K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6KNew |
$247K - $258K
|
11.6K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
350+ 37.8% |
$7.43K - $7.75K
|
1.28K
$27.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
351+ 5.31% |
$7.46K - $7.77K
|
6.96K
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
91.1KNew |
$1.93M - $2.02M
|
91.1K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
10.8KNew |
$229K - $239K
|
10.8K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
123K+ 42.5% |
$2.6M - $2.72M
|
411K
$8.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04MNew |
$22M - $23M
|
1.04M
$22.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.45K+ 12.53% |
$94.5K - $98.6K
|
40K
$858K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.42K- 12.64% |
$30.1K - $31.4K
|
9.8K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-14.6K- 60.76% |
$310K - $323K
|
9.42K
$202K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
31.2K+ 269.44% |
$663K - $692K
|
42.8K
$920K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
2.78K+ 6.14% |
$58.9K - $61.5K
|
48K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
130K+ 315.49% |
$2.76M - $2.88M
|
171K
$3.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.95K+ 1.97% |
$169K - $176K
|
411K
$8.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.83KNew |
$124K - $129K
|
5.83K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 1.55% |
$85 - $88.6
|
262
$5.63K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-70K- 33.71% |
$1.49M - $1.55M
|
138K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
20.6KNew |
$438K - $457K
|
20.6K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.15K+ 19.65% |
$109K - $114K
|
31.3K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
450+ 3.08% |
$9.56K - $9.97K
|
15.1K
$324K
|