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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.16K- 5.35% |
$156K - $159K
|
127K
$2.79M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
5.21K+ 28.64% |
$113K - $116K
|
23.4K
$516K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
11.1K+ 91.62% |
$242K - $247K
|
23.3K
$513K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
291+ 0.42% |
$6.33K - $6.47K
|
69K
$1.52M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24New |
$522 - $533
|
24
$529
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.89K+ 13.68% |
$106K - $109K
|
40.6K
$895K
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
818+ 5.2% |
$17.8K - $18.2K
|
16.6K
$365K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
617New |
$13.4K - $13.7K
|
617
$13.6K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.15K+ 18.49% |
$68.5K - $70K
|
20.2K
$445K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
16.8K+ 7.87% |
$365K - $372K
|
230K
$5.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
7.25K+ 2.51% |
$158K - $161K
|
296K
$6.53M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
16.7KNew |
$363K - $371K
|
16.7K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
299K+ 11.45% |
$6.5M - $6.64M
|
2.91M
$64.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
868K+ 18.53% |
$18.9M - $19.3M
|
5.55M
$122M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
39.3K+ 55.28% |
$854K - $872K
|
110K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-517K- 46.58% |
$11.3M - $11.5M
|
593K
$13.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.04K+ 1.13% |
$66K - $67.4K
|
271K
$5.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.55MNew |
$33.8M - $34.5M
|
1.55M
$34.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.97K+ 0.67% |
$86.3K - $88.2K
|
592K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.18K- 15.97% |
$69.1K - $70.6K
|
16.7K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.3K+ 28.2% |
$310K - $317K
|
64.9K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.94K+ 13.24% |
$107K - $110K
|
42.2K
$931K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.3K+ 15.66% |
$790K - $807K
|
268K
$5.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.4K+ 16.11% |
$52.1K - $53.2K
|
17.3K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.65KNew |
$210K - $214K
|
9.65K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.08M+ 38.99% |
$23.5M - $24M
|
3.86M
$85M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.1K+ 53.55% |
$1.52M - $1.56M
|
201K
$4.43M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
261K+ 37.89% |
$5.67M - $5.8M
|
950K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.18K+ 21.14% |
$69.3K - $70.7K
|
18.2K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
328K+ 15.34% |
$7.13M - $7.29M
|
2.46M
$54.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-80.8K- 69.85% |
$1.76M - $1.8M
|
34.9K
$769K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.3K- 9.56% |
$28.3K - $28.9K
|
12.3K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
239K+ 144.62% |
$5.21M - $5.32M
|
405K
$8.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
729+ 0.83% |
$15.9K - $16.2K
|
88.7K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 14.58% |
$300K - $307K
|
109K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.99K+ 6.52% |
$109K - $111K
|
81.6K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.25K+ 0.92% |
$70.8K - $72.3K
|
357K
$7.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
299K+ 11.72% |
$6.49M - $6.63M
|
2.85M
$62.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7.66K+ 4.19% |
$167K - $170K
|
191K
$4.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
33.3K+ 38.7% |
$725K - $741K
|
119K
$2.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
16.3K+ 58.09% |
$356K - $363K
|
44.5K
$980K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
650New |
$14.1K - $14.4K
|
650
$14.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.45K+ 43.5% |
$96.7K - $98.8K
|
14.7K
$323K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
178K+ 14.57% |
$3.87M - $3.95M
|
1.4M
$30.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.2KNew |
$222K - $227K
|
10.2K
$225K
|
|
|
Nov 13, 2025
Q3 2025
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
344KNew |
$7.48M - $7.65M
|
344K
$7.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
32.5K+ 192.65% |
$707K - $722K
|
49.4K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-281K- 85.24% |
$6.11M - $6.24M
|
48.6K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 2.09% |
$65.4K - $66.8K
|
141K
$3.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
26.4K+ 224.26% |
$573K - $585K
|
38.1K
$839K
|
|