Latest Institutional Purchases of Ishares Tr (IBDV)
This list provides information on the latest institutional transactions involving Ishares Tr (IBDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
373KNew |
$7.91M - $8.25M
|
373K
$7.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267K+ 10.19% |
$5.68M - $5.92M
|
2.89M
$61.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
130K+ 315.49% |
$2.76M - $2.88M
|
171K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
44K+ 281.73% |
$933K - $973K
|
59.6K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
39.7KNew |
$844K - $880K
|
39.7K
$850K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
38.2K+ 93.7% |
$811K - $846K
|
78.9K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 7.84% |
$546K - $570K
|
354K
$7.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
24.4K+ 47.38% |
$519K - $541K
|
75.9K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
23KNew |
$489K - $510K
|
23K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
20.6KNew |
$438K - $457K
|
20.6K
$441K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
19.2K+ 11.63% |
$407K - $425K
|
184K
$3.94M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
18.9K+ 137.47% |
$401K - $418K
|
32.6K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
17.6K+ 2.89% |
$373K - $389K
|
625K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.2K+ 11.82% |
$343K - $358K
|
153K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
14.4K+ 64.64% |
$305K - $318K
|
36.6K
$783K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
13.6K+ 34.43% |
$289K - $301K
|
53.1K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
11.3K+ 3.3% |
$241K - $251K
|
355K
$7.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 25.02% |
$220K - $230K
|
51.8K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
9.78K+ 13.55% |
$208K - $217K
|
81.9K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.63KNew |
$205K - $213K
|
9.63K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
6.51K+ 7.55% |
$138K - $144K
|
92.8K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
5.83KNew |
$124K - $129K
|
5.83K
$125K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5.15K+ 19.65% |
$109K - $114K
|
31.3K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.46K+ 21.88% |
$94.7K - $98.7K
|
24.8K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.92K+ 26.16% |
$83.3K - $86.9K
|
18.9K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.77K+ 10.24% |
$80.2K - $83.6K
|
40.6K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.82K+ 14.89% |
$59.8K - $62.4K
|
21.7K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.75K+ 19.64% |
$58.4K - $60.9K
|
16.8K
$358K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
2.21KNew |
$46.9K - $48.9K
|
2.21K
$47.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.09K+ 1.35% |
$44.5K - $46.4K
|
157K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.29KNew |
$27.3K - $28.5K
|
1.29K
$27.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
809New |
$17.2K - $17.9K
|
809
$17.3K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
450+ 3.08% |
$9.56K - $9.97K
|
15.1K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
212+ 1.56% |
$4.5K - $4.7K
|
13.8K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 1.48% |
$276 - $288
|
890
$19K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 1.55% |
$85 - $88.6
|
262
$5.61K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.86M+ 862.51% |
$81.4M - $85.8M
|
4.3M
$92.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.36M+ 65.06% |
$28.8M - $30.3M
|
3.46M
$74.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
717K+ 38.02% |
$15.1M - $16M
|
2.6M
$55.7M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
533K+ 540.52% |
$11.3M - $11.9M
|
632K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
298K+ 44.52% |
$6.3M - $6.63M
|
968K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
287KNew |
$6.06M - $6.38M
|
287K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
273K+ 23.63% |
$5.76M - $6.06M
|
1.43M
$30.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
250KNew |
$5.27M - $5.56M
|
250K
$5.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
226K+ 11.68% |
$4.76M - $5.02M
|
2.16M
$46.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
216K+ 12.98% |
$4.56M - $4.8M
|
1.88M
$40.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
171K+ 530.3% |
$3.61M - $3.8M
|
203K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
152K+ 30.74% |
$3.21M - $3.38M
|
646K
$13.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 81.01% |
$3.18M - $3.35M
|
337K
$7.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
140KNew |
$2.96M - $3.12M
|
140K
$3M
|
|