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 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
17.8KNew |
$387K - $396K
|
17.8K
$392K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.7K+ 1.51% |
$342K - $350K
|
1.06M
$23.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
162+ 1.15% |
$3.52K - $3.6K
|
14.2K
$314K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.7K+ 7.04% |
$233K - $238K
|
163K
$3.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.27K+ 4.47% |
$136K - $139K
|
146K
$3.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.5K+ 65.03% |
$706K - $722K
|
82.4K
$1.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.9K+ 728.43% |
$607K - $620K
|
31.7K
$699K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
8.18K+ 3.31% |
$178K - $182K
|
256K
$5.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 0.85% |
$2.41K - $2.47K
|
13.1K
$290K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-20K- 33.69% |
$435K - $444K
|
39.3K
$867K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.1% |
$218 - $222
|
918
$20.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.79K+ 20.17% |
$104K - $106K
|
28.5K
$629K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
612+ 12.64% |
$13.3K - $13.6K
|
5.45K
$120K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
360+ 0.17% |
$7.83K - $8K
|
215K
$4.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-6.97K- 17.02% |
$152K - $155K
|
34K
$749K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.5K+ 2.39% |
$32.6K - $33.3K
|
64.3K
$1.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
14.8K+ 25.99% |
$322K - $329K
|
71.8K
$1.58M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
23.1K+ 20.78% |
$501K - $512K
|
134K
$2.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
101K+ 85.44% |
$2.2M - $2.25M
|
220K
$4.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-561K- 49.93% |
$12.2M - $12.5M
|
562K
$12.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
13.7KNew |
$297K - $304K
|
13.7K
$301K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
725+ 1.64% |
$15.8K - $16.1K
|
45K
$991K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.7K- 10.67% |
$206K - $213K
|
81.3K
$1.79M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 5.49% |
$2.17M - $2.24M
|
1.96M
$43.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.5KNew |
$308K - $318K
|
14.5K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
654KNew |
$13.9M - $14.4M
|
654K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
410New |
$8.72K - $9.01K
|
410
$9.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
39KNew |
$830K - $857K
|
39K
$859K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.8K- 15.93% |
$38.3K - $39.6K
|
9.5K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
108KNew |
$2.29M - $2.37M
|
108K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.15K- 2.76% |
$45.7K - $47.2K
|
75.6K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.17KNew |
$24.9K - $25.8K
|
1.17K
$25.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
11.9K+ 2.47% |
$253K - $261K
|
492K
$10.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.36KNew |
$157K - $162K
|
7.36K
$162K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.5K+ 1.43% |
$223K - $231K
|
744K
$16.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104+ 0.94% |
$2.21K - $2.29K
|
11.2K
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
2.54K+ 29.19% |
$53.9K - $55.7K
|
11.2K
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
3+ 0.23% |
$63.8 - $65.9
|
1.33K
$29.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
16.6KNew |
$354K - $365K
|
16.6K
$366K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
880+ 63.31% |
$18.7K - $19.3K
|
2.27K
$50K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.7K+ 268.55% |
$632K - $652K
|
40.7K
$897K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
253+ 21.62% |
$5.38K - $5.56K
|
1.42K
$31.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
9.89K+ 1.67% |
$210K - $217K
|
604K
$13.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73+ 1.21% |
$1.55K - $1.6K
|
6.12K
$135K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8.32K+ 33.98% |
$177K - $183K
|
32.8K
$722K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
9.2KNew |
$196K - $202K
|
9.2K
$203K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-935- 5.58% |
$19.9K - $20.6K
|
15.8K
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.54K+ 16.19% |
$32.8K - $33.8K
|
11.1K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.03KNew |
$21.8K - $22.5K
|
1.03K
$22.6K
|
|