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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.88K+ 0.73% |
$62.7K - $64K
|
397K
$8.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
68.6K+ 4.38% |
$1.49M - $1.52M
|
1.63M
$36M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.36K+ 2.53% |
$29.5K - $30.2K
|
55K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
68.8K+ 11.04% |
$1.5M - $1.53M
|
692K
$15.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
54.1KNew |
$1.18M - $1.2M
|
54.1K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.5K+ 8.19% |
$686K - $701K
|
417K
$9.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.84K+ 61.23% |
$105K - $108K
|
12.8K
$281K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
550+ 4.29% |
$12K - $12.2K
|
13.4K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
97K+ 7.25% |
$2.11M - $2.16M
|
1.44M
$31.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.6K+ 15.78% |
$78.3K - $80K
|
26.4K
$582K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.23K+ 6.12% |
$114K - $116K
|
90.7K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.2KNew |
$26.1K - $26.7K
|
1.2K
$26.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.8K+ 15.04% |
$997K - $1.02M
|
350K
$7.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-38- 0.41% |
$827 - $844
|
9.18K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-19.5K- 4.68% |
$424K - $433K
|
397K
$8.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1.5K- 13.12% |
$32.5K - $33.2K
|
9.91K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.64K+ 1.45% |
$101K - $103K
|
324K
$7.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
244K+ 7.09% |
$5.3M - $5.42M
|
3.68M
$81.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.01K- 8.4% |
$153K - $156K
|
76.5K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
8.67K+ 20.62% |
$189K - $193K
|
50.7K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
118K+ 31.22% |
$2.57M - $2.62M
|
496K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.41K+ 3.35% |
$52.3K - $53.4K
|
74.2K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.16K+ 1.13% |
$156K - $159K
|
643K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.25K+ 66.84% |
$136K - $139K
|
15.6K
$344K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
877KNew |
$19.1M - $19.5M
|
877K
$19.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.08KNew |
$132K - $135K
|
6.08K
$134K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
12.8K+ 3.12% |
$278K - $284K
|
422K
$9.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
131K+ 4.64% |
$2.84M - $2.9M
|
2.94M
$64.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.4K+ 19.18% |
$378K - $386K
|
108K
$2.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-14.1K- 2.14% |
$306K - $313K
|
644K
$14.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
12.2K+ 15.53% |
$265K - $271K
|
90.7K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
10.3K+ 9.79% |
$224K - $229K
|
116K
$2.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.66K+ 4.45% |
$79.6K - $81.3K
|
85.8K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
37.5K+ 252.79% |
$816K - $833K
|
52.3K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.06K+ 7.29% |
$44.7K - $45.7K
|
30.3K
$666K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 54.27% |
$375K - $383K
|
49K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
51.7KNew |
$1.13M - $1.15M
|
51.7K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
12.2KNew |
$266K - $272K
|
12.2K
$270K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
76.4K+ 245.58% |
$1.66M - $1.7M
|
108K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6.37KNew |
$139K - $142K
|
6.37K
$140K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
3.51K+ 7.27% |
$76.3K - $78K
|
51.8K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.22K+ 35.74% |
$157K - $160K
|
27.4K
$604K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
789+ 1.44% |
$17.2K - $17.5K
|
55.5K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.49K+ 29.01% |
$54.2K - $55.4K
|
11.1K
$244K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72.7KNew |
$1.58M - $1.62M
|
72.7K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
20.4KNew |
$444K - $454K
|
20.4K
$450K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
305+ 2.98% |
$6.63K - $6.78K
|
10.5K
$232K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9+ 1.07% |
$196 - $200
|
847
$18.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.05K+ 8.19% |
$44.5K - $45.4K
|
27K
$595K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
11K+ 7.91% |
$240K - $245K
|
150K
$3.31M
|
|