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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
48.2K+ 270.39% |
$1.06M - $1.07M
|
66K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
15.6KNew |
$344K - $347K
|
15.6K
$344K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 1.53% |
$286 - $289
|
860
$18.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.2K+ 27.1% |
$181K - $182K
|
38.5K
$847K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
459KNew |
$10.1M - $10.2M
|
459K
$10.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
9K+ 4.1% |
$198K - $200K
|
229K
$5.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-895- 0.36% |
$19.7K - $19.9K
|
248K
$5.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
33KNew |
$728K - $734K
|
33K
$728K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$22 - $22.2
|
7.63K
$168K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
100+ 0.66% |
$2.2K - $2.22K
|
15.2K
$334K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-505- 0.91% |
$11.1K - $11.2K
|
55K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
586KNew |
$12.9M - $13M
|
586K
$12.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
83K+ 2.82% |
$1.83M - $1.85M
|
3.03M
$66.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
37K+ 7.47% |
$816K - $824K
|
533K
$11.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
283K+ 2551.04% |
$6.23M - $6.29M
|
294K
$6.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
21.5K+ 8.41% |
$473K - $478K
|
277K
$6.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.7K+ 5.75% |
$81.5K - $82.3K
|
68K
$1.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.76K+ 30.24% |
$105K - $106K
|
20.5K
$452K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
217+ 1.52% |
$4.78K - $4.83K
|
14.5K
$319K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$240K - $243K
|
10.9K
$240K
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
37.7K+ 275.78% |
$830K - $838K
|
51.4K
$1.13M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.38MNew |
$30.3M - $30.6M
|
1.38M
$30.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
230K+ 6.23% |
$5.06M - $5.11M
|
3.91M
$86.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
48.3K+ 44.89% |
$1.06M - $1.07M
|
156K
$3.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
631+ 1.21% |
$13.9K - $14K
|
53K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27.3K+ 20.41% |
$602K - $608K
|
161K
$3.55M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.11MNew |
$24.5M - $24.8M
|
1.11M
$24.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.75K- 18.11% |
$82.5K - $83.3K
|
16.9K
$373K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12K+ 7.06% |
$263K - $266K
|
181K
$4M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
491K+ 49.72% |
$10.8M - $10.9M
|
1.48M
$32.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
17.1K+ 14.82% |
$378K - $381K
|
133K
$2.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
11.4K+ 33.46% |
$251K - $253K
|
45.4K
$999K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
48.2KNew |
$1.06M - $1.07M
|
48.2K
$1.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.44K+ 6.45% |
$208K - $210K
|
156K
$3.43M
|
|
|
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 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
58New |
$1.28K - $1.29K
|
58
$1.28K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21.9K+ 171.58% |
$482K - $487K
|
34.6K
$763K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.68K+ 35.63% |
$103K - $104K
|
17.8K
$393K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.54K- 6.47% |
$56K - $56.6K
|
36.8K
$810K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-111K- 83.3% |
$2.42M - $2.48M
|
22.3K
$492K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.75K+ 6.29% |
$59.9K - $61.2K
|
46.5K
$1.03M
|
|
|
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
|
Advisory Services Network, LLC
|
BUY
|
- |
3.15K+ 18.49% |
$68.5K - $70K
|
20.2K
$445K
|
|
|
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
|
|