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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-8.56K- 37.94% |
$186K - $190K
|
14K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
26.4K+ 224.26% |
$573K - $585K
|
38.1K
$839K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.2K+ 15.91% |
$547K - $559K
|
183K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
9.62KNew |
$209K - $214K
|
9.62K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73+ 1.16% |
$1.59K - $1.62K
|
6.38K
$141K
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.81K- 2.49% |
$61K - $62.3K
|
110K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
271+ 4.06% |
$5.89K - $6.02K
|
6.94K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
967+ 4.91% |
$21K - $21.5K
|
20.7K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.58K+ 2.69% |
$208K - $213K
|
366K
$8.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.21K+ 45.86% |
$135K - $138K
|
19.8K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
213+ 0.23% |
$4.63K - $4.73K
|
91.1K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
6.29K+ 47.83% |
$137K - $140K
|
19.4K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
370+ 36.13% |
$8.05K - $8.22K
|
1.39K
$30.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.63K- 7.14% |
$35.5K - $36.3K
|
21.2K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
20.8K+ 157.85% |
$453K - $463K
|
34K
$750K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
176+ 1.7% |
$3.83K - $3.91K
|
10.5K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
9.88K+ 3.72% |
$215K - $219K
|
276K
$6.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-84- 0.2% |
$1.83K - $1.87K
|
40.9K
$902K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
428K+ 8.23% |
$9.31M - $9.51M
|
5.63M
$124M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
50.7KNew |
$1.1M - $1.13M
|
50.7K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
5.89K+ 29.38% |
$128K - $131K
|
25.9K
$571K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.8K+ 4.38% |
$800K - $817K
|
876K
$19.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 8.36% |
$858K - $876K
|
511K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
13K+ 3.09% |
$282K - $288K
|
432K
$9.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
417+ 2.2% |
$9.07K - $9.27K
|
19.3K
$426K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
406KNew |
$8.84M - $9.03M
|
406K
$8.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
95.2K+ 10.67% |
$2.07M - $2.12M
|
988K
$21.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
485+ 4.04% |
$10.5K - $10.8K
|
12.5K
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
140+ 1.16% |
$3.05K - $3.11K
|
12.2K
$270K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
8.78K+ 32.83% |
$191K - $195K
|
35.5K
$782K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.59K+ 8.19% |
$34.5K - $35.3K
|
21K
$462K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-893- 3.38% |
$19.4K - $19.8K
|
25.5K
$562K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.98K- 30.53% |
$152K - $155K
|
15.9K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1K- 73.8% |
$21.8K - $22.2K
|
355
$7.82K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-71.8K- 6.13% |
$1.56M - $1.6M
|
1.1M
$24.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
803+ 0.33% |
$17.5K - $17.8K
|
246K
$5.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-53K- 32.94% |
$1.15M - $1.18M
|
108K
$2.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.41K+ 1.4% |
$30.6K - $31.3K
|
102K
$2.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.97% |
$174 - $178
|
837
$18.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.4K+ 26.81% |
$1.4M - $1.43M
|
304K
$6.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
16.8K+ 408.56% |
$365K - $373K
|
20.9K
$461K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
58.1K+ 29.86% |
$1.26M - $1.29M
|
253K
$5.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.17K+ 16.46% |
$113K - $115K
|
36.6K
$806K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
57.4K+ 6.85% |
$1.25M - $1.27M
|
895K
$19.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
9.7KNew |
$211K - $216K
|
9.7K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
10.6KNew |
$231K - $236K
|
10.6K
$234K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
116K+ 56.81% |
$2.52M - $2.57M
|
320K
$7.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15K+ 85.08% |
$326K - $333K
|
32.6K
$718K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
33.1K+ 16.33% |
$721K - $736K
|
236K
$5.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
189+ 2.0% |
$4.11K - $4.2K
|
9.63K
$212K
|
|