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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.66MNew |
$56.5M - $58.9M
|
2.66M
$57.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.74M+ 66.77% |
$36.9M - $38.5M
|
4.34M
$93.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.04MNew |
$22M - $23M
|
1.04M
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
961K+ 110.18% |
$20.4M - $21.3M
|
1.83M
$39.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
462K+ 35.29% |
$9.81M - $10.2M
|
1.77M
$38.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
429K+ 30.07% |
$9.11M - $9.5M
|
1.86M
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
409K+ 11.82% |
$8.69M - $9.07M
|
3.87M
$83.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
373KNew |
$7.91M - $8.25M
|
373K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
302K+ 16.08% |
$6.41M - $6.69M
|
2.18M
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
291K+ 338.29% |
$6.18M - $6.45M
|
377K
$8.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
267K+ 10.19% |
$5.68M - $5.92M
|
2.89M
$62.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
261KNew |
$5.55M - $5.79M
|
261K
$5.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
212K+ 63.09% |
$4.51M - $4.7M
|
549K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
190K+ 135.66% |
$4.04M - $4.21M
|
331K
$7.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
190K+ 19.4% |
$4.03M - $4.21M
|
1.17M
$25.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
151K+ 6.49% |
$3.21M - $3.34M
|
2.48M
$53.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 7.32% |
$3.13M - $3.26M
|
2.16M
$46.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
130K+ 315.49% |
$2.76M - $2.88M
|
171K
$3.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
123K+ 42.5% |
$2.6M - $2.72M
|
411K
$8.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
95.8K+ 7.02% |
$2.04M - $2.12M
|
1.46M
$31.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
94K+ 37.62% |
$2M - $2.08M
|
344K
$7.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
91.1KNew |
$1.93M - $2.02M
|
91.1K
$1.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
90.1K+ 100.61% |
$1.91M - $1.99M
|
180K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
85.7K+ 14.55% |
$1.82M - $1.9M
|
675K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.1K+ 32.1% |
$1.79M - $1.86M
|
346K
$7.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.2K+ 14.46% |
$1.41M - $1.47M
|
524K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6KNew |
$1.33M - $1.39M
|
62.6K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
56.7K+ 139.47% |
$1.2M - $1.25M
|
97.3K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
49.9KNew |
$1.06M - $1.1M
|
49.9K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.8K+ 63.71% |
$1.06M - $1.1M
|
128K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
47.9K+ 23.78% |
$1.02M - $1.06M
|
249K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
46.1K+ 36.5% |
$979K - $1.02M
|
172K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
44.7KNew |
$950K - $990K
|
44.7K
$967K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
44K+ 281.73% |
$933K - $973K
|
59.6K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
43.2K+ 22.28% |
$918K - $957K
|
237K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
41.2K+ 6.37% |
$874K - $912K
|
688K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
39.7KNew |
$844K - $880K
|
39.7K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
39.4K+ 28.32% |
$837K - $873K
|
179K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
38.2K+ 93.7% |
$811K - $846K
|
78.9K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.5K+ 57.18% |
$733K - $765K
|
94.9K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
34.1K+ 12.7% |
$724K - $755K
|
303K
$6.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
33.5K+ 37.59% |
$711K - $741K
|
122K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
33K+ 98.51% |
$701K - $731K
|
66.5K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 54.41% |
$673K - $702K
|
90K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
31.2K+ 269.44% |
$663K - $692K
|
42.8K
$926K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 26.73% |
$611K - $637K
|
136K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.8K+ 11.16% |
$591K - $617K
|
277K
$6M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
27.3K+ 55.59% |
$580K - $605K
|
76.4K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8K+ 67.31% |
$547K - $571K
|
64K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.7K+ 7.84% |
$546K - $570K
|
354K
$7.64M
|