Latest Institutional Purchases of Ishares Tr (IBDV)

IBDV Quotes by TradingView

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 13, 2026 Q4 2025
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
1.38M
New
$30.3M - $30.6M
1.38M $30.3M
Jan 09, 2026 Q4 2025
Rvw Wealth, LLC

BUY
 -
1.11M
New
$24.5M - $24.8M
1.11M $24.5M
Jan 15, 2026 Q4 2025
Pfg Private Wealth Management, LLC

BUY
 -
586K
New
$12.9M - $13M
586K $12.9M
Jan 08, 2026 Q4 2025
Sound View Wealth Advisors Group, LLC

BUY
 -
491K
+ 49.72%
$10.8M - $10.9M
1.48M $32.6M
Jan 15, 2026 Q4 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
459K
New
$10.1M - $10.2M
459K $10.1M
Jan 15, 2026 Q4 2025
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
283K
+ 2551.04%
$6.23M - $6.29M
294K $6.47M
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
230K
+ 6.23%
$5.06M - $5.11M
3.91M $86.2M
Jan 15, 2026 Q4 2025
Capital Advisors Inc

BUY
 -
83K
+ 2.82%
$1.83M - $1.85M
3.03M $66.7M
Jan 13, 2026 Q4 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
48.3K
+ 44.89%
$1.06M - $1.07M
156K $3.43M
Jan 07, 2026 Q4 2025
Gilbert & Cook, Inc.

BUY
 -
48.2K
New
$1.06M - $1.07M
48.2K $1.06M
Jan 14, 2026 Q4 2025
Inves Trust

Oklahoma City, OK
BUY
 -
37.7K
+ 275.78%
$830K - $838K
51.4K $1.13M
Jan 15, 2026 Q4 2025
Ironwood Financial, LLC

BUY
 -
37K
+ 7.47%
$816K - $824K
533K $11.7M
Jan 15, 2026 Q4 2025
Brookstone Capital Management

BUY
 -
33K
New
$728K - $734K
33K $728K
Jan 12, 2026 Q4 2025
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
27.3K
+ 20.41%
$602K - $608K
161K $3.55M
Jan 07, 2026 Q4 2025
Harbor Investment Advisory, LLC

BUY
 -
21.9K
+ 171.58%
$482K - $487K
34.6K $763K
Jan 14, 2026 Q4 2025
Praetorian Wealth Management, Inc.

BUY
 -
21.5K
+ 8.41%
$473K - $478K
277K $6.1M
Jan 08, 2026 Q4 2025
Adirondack Trust CO

BUY
 -
17.1K
+ 14.82%
$378K - $381K
133K $2.93M
Jan 16, 2026 Q4 2025
Cyr Financial Inc.

Hennepin, IL
BUY
 -
15.6K
New
$344K - $347K
15.6K $344K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
12K
+ 7.06%
$263K - $266K
181K $4M
Jan 08, 2026 Q4 2025
Montecito Bank & Trust

BUY
 -
11.4K
+ 33.46%
$251K - $253K
45.4K $999K
Jan 14, 2026 Q4 2025
Conrad Siegel Investment Advisors, Inc.

BUY
 -
10.9K
New
$240K - $243K
10.9K $240K
Jan 07, 2026 Q4 2025
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
9.44K
+ 6.45%
$208K - $210K
156K $3.43M
Jan 15, 2026 Q4 2025
Windsor Capital Management, LLC

BUY
 -
9K
+ 4.1%
$198K - $200K
229K $5.03M
Jan 15, 2026 Q4 2025
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
8.2K
+ 27.1%
$181K - $182K
38.5K $847K
Jan 14, 2026 Q4 2025
Prosperity Planning, Inc.

BUY
 -
4.76K
+ 30.24%
$105K - $106K
20.5K $452K
Jan 06, 2026 Q4 2025
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
4.68K
+ 35.63%
$103K - $104K
17.8K $393K
Jan 07, 2026 Q4 2025
Decision Map Wealth Management, LLC

Great Falls, VA
BUY
 -
4.27K
+ 15.81%
$94.1K - $95K
31.3K $689K
Jan 14, 2026 Q4 2025
Chesley Taft & Associates LLC

BUY
 -
3.7K
+ 5.75%
$81.5K - $82.3K
68K $1.5M
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
631
+ 1.21%
$13.9K - $14K
53K $1.17M
Jan 14, 2026 Q4 2025
Johnson Bixby & Associates, LLC

BUY
 -
217
+ 1.52%
$4.78K - $4.83K
14.5K $319K
Jan 15, 2026 Q4 2025
4 J Wealth Management LLC

BUY
 -
100
+ 0.66%
$2.2K - $2.22K
15.2K $334K
Jan 07, 2026 Q4 2025
Aventura Private Wealth, LLC

Aventura, FL
BUY
 -
58
New
$1.28K - $1.29K
58 $1.28K
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
13
+ 1.53%
$286 - $289
860 $18.9K
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
1
+ 0.01%
$22 - $22.2
7.63K $168K
Q3 2025
Nov 14, 2025 Q3 2025
Summit Financial, LLC

Parsippany, NJ
BUY
 -
1.55M
New
$33.8M - $34.5M
1.55M $34.2M
Nov 14, 2025 Q3 2025
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1.08M
+ 38.99%
$23.5M - $24M
3.86M $85M
Oct 21, 2025 Q3 2025
Vishria Bird Financial Group, LLC

BUY
 -
877K
New
$19.1M - $19.5M
877K $19.3M
Nov 14, 2025 Q3 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
868K
+ 18.53%
$18.9M - $19.3M
5.55M $122M
Nov 04, 2025 Q3 2025
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
742K
+ 1379.85%
$16.1M - $16.5M
796K $17.5M
Nov 12, 2025 Q3 2025
Aptus Capital Advisors, LLC

BUY
 -
428K
+ 8.23%
$9.31M - $9.51M
5.63M $124M
Nov 10, 2025 Q3 2025
Novem Group

Rochester, NY
BUY
 -
406K
New
$8.84M - $9.03M
406K $8.95M
Nov 13, 2025 Q3 2025
Eight 31 Financial LLC

Midland, TX
BUY
 -
344K
New
$7.48M - $7.65M
344K $7.58M
Nov 14, 2025 Q3 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
328K
+ 15.34%
$7.13M - $7.29M
2.46M $54.3M
Nov 14, 2025 Q3 2025
Morgan Stanley

New York, NY
BUY
 -
299K
+ 11.45%
$6.5M - $6.64M
2.91M $64.1M
Nov 13, 2025 Q3 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
299K
+ 11.72%
$6.49M - $6.63M
2.85M $62.7M
Nov 14, 2025 Q3 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
261K
+ 37.89%
$5.67M - $5.8M
950K $20.9M
Nov 14, 2025 Q3 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
239K
+ 144.62%
$5.21M - $5.32M
405K $8.92M
Nov 13, 2025 Q3 2025
Ubs Group Ag

BUY
 -
178K
+ 14.57%
$3.87M - $3.95M
1.4M $30.8M
Nov 06, 2025 Q3 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
165K
+ 8.33%
$3.59M - $3.67M
2.15M $47.3M

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