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 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
12.6KNew |
$268K - $279K
|
12.6K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 26.73% |
$611K - $637K
|
136K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
56.7K+ 139.47% |
$1.2M - $1.25M
|
97.3K
$2.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
27.3K+ 55.59% |
$580K - $605K
|
76.4K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33K+ 98.51% |
$701K - $731K
|
66.5K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.23K+ 25.52% |
$26.1K - $27.2K
|
6.04K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.08KNew |
$44.1K - $46K
|
2.08K
$44.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73+ 9.85% |
$1.55K - $1.62K
|
814
$17.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.82K- 14.17% |
$209K - $218K
|
59.5K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
41.2K+ 6.37% |
$874K - $912K
|
688K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-26.1K- 34.27% |
$553K - $577K
|
50K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
429K+ 30.07% |
$9.11M - $9.5M
|
1.86M
$40M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1KNew |
$236K - $246K
|
11.1K
$240K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19.4K+ 58.04% |
$412K - $429K
|
52.8K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 51.06% |
$32.8K - $34.2K
|
1.48K
$31.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 14.53% |
$245K - $255K
|
90.8K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.66MNew |
$56.5M - $58.9M
|
2.66M
$57.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
5.56K+ 56.97% |
$118K - $123K
|
15.3K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
43.2K+ 22.28% |
$918K - $957K
|
237K
$5.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.17KNew |
$24.8K - $25.9K
|
1.17K
$25.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-79.2K- 6.32% |
$1.68M - $1.75M
|
1.17M
$25.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
125+ 0.48% |
$2.66K - $2.77K
|
26.4K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.52K+ 58.24% |
$202K - $211K
|
25.9K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
90.1K+ 100.61% |
$1.91M - $1.99M
|
180K
$3.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.59K+ 93.59% |
$182K - $190K
|
17.8K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24K+ 220.08% |
$510K - $532K
|
34.9K
$754K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
39.4K+ 28.32% |
$837K - $873K
|
179K
$3.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-4.81K- 35.36% |
$102K - $106K
|
8.79K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-11.5K- 3.89% |
$244K - $255K
|
284K
$6.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
750+ 0.48% |
$15.9K - $16.6K
|
156K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-480- 6.48% |
$10.2K - $10.6K
|
6.93K
$149K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
22.6KNew |
$480K - $500K
|
22.6K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.15K+ 3.37% |
$88.2K - $92K
|
127K
$2.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73K+ 2.99% |
$57.9K - $60.4K
|
94K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.15K+ 11.84% |
$131K - $136K
|
58K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.4K+ 5.22% |
$72.3K - $75.4K
|
68.6K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
95.8K+ 7.02% |
$2.04M - $2.12M
|
1.46M
$31.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
542+ 0.87% |
$11.5K - $12K
|
62.6K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
802+ 2.47% |
$17K - $17.8K
|
33.3K
$719K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
35+ 2.71% |
$743 - $775
|
1.33K
$28.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.7K+ 9.43% |
$228K - $238K
|
125K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
615+ 4.73% |
$13.1K - $13.6K
|
13.6K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
765New |
$16.2K - $16.9K
|
765
$16.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38New |
$807 - $842
|
38
$820
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
190K+ 19.4% |
$4.03M - $4.21M
|
1.17M
$25.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.96KNew |
$41.7K - $43.5K
|
1.96K
$42.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.18K+ 3.12% |
$25.1K - $26.2K
|
39K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
34.1K+ 12.7% |
$724K - $755K
|
303K
$6.53M
|
|
|
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
$328K
|