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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
116K+ 56.81% |
$2.52M - $2.57M
|
320K
$7.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
97K+ 7.25% |
$2.11M - $2.16M
|
1.44M
$31.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
72.7KNew |
$1.58M - $1.62M
|
72.7K
$1.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.1K+ 53.55% |
$1.52M - $1.56M
|
201K
$4.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
68.8K+ 11.04% |
$1.5M - $1.53M
|
692K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
68.6K+ 4.38% |
$1.49M - $1.52M
|
1.63M
$36M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.4K+ 26.81% |
$1.4M - $1.43M
|
304K
$6.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
58.1K+ 29.86% |
$1.26M - $1.29M
|
253K
$5.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
57.4K+ 6.85% |
$1.25M - $1.27M
|
895K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
54.1KNew |
$1.18M - $1.2M
|
54.1K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53.1K+ 69.07% |
$1.15M - $1.18M
|
130K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
51.7KNew |
$1.13M - $1.15M
|
51.7K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
50.7KNew |
$1.1M - $1.13M
|
50.7K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.8K+ 15.04% |
$997K - $1.02M
|
350K
$7.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
41.4K+ 138.64% |
$901K - $920K
|
71.3K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 8.36% |
$858K - $876K
|
511K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
39.3K+ 55.28% |
$854K - $872K
|
110K
$2.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
38.9K+ 11.66% |
$845K - $864K
|
372K
$8.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
37.6KNew |
$818K - $835K
|
37.6K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.8K+ 4.38% |
$800K - $817K
|
876K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
36.3K+ 15.66% |
$790K - $807K
|
268K
$5.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
33.3K+ 38.7% |
$725K - $741K
|
119K
$2.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
33.1K+ 16.33% |
$721K - $736K
|
236K
$5.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
32.5K+ 192.65% |
$707K - $722K
|
49.4K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
32.5K+ 65.03% |
$706K - $722K
|
82.4K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.5K+ 8.19% |
$686K - $701K
|
417K
$9.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.7K+ 52.88% |
$646K - $660K
|
85.9K
$1.89M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.9K+ 728.43% |
$607K - $620K
|
31.7K
$699K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
26.4K+ 224.26% |
$573K - $585K
|
38.1K
$839K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.2K+ 15.91% |
$547K - $559K
|
183K
$4.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
23.7K+ 11.2% |
$515K - $526K
|
235K
$5.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
21.8K+ 21.73% |
$475K - $485K
|
122K
$2.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.7K+ 7.99% |
$472K - $482K
|
293K
$6.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
21.5K+ 5.06% |
$467K - $478K
|
446K
$9.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
20.8K+ 157.85% |
$453K - $463K
|
34K
$750K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
20.4KNew |
$444K - $454K
|
20.4K
$450K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.4K+ 19.18% |
$378K - $386K
|
108K
$2.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 54.27% |
$375K - $383K
|
49K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
16.8K+ 408.56% |
$365K - $373K
|
20.9K
$461K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
16.8K+ 7.87% |
$365K - $372K
|
230K
$5.06M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
16.7KNew |
$363K - $371K
|
16.7K
$368K
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
16.3K+ 58.09% |
$356K - $363K
|
44.5K
$980K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.7K+ 1.51% |
$342K - $350K
|
1.06M
$23.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
15.2K+ 4.17% |
$331K - $338K
|
380K
$8.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
15.2K+ 33.55% |
$331K - $338K
|
60.5K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15K+ 85.08% |
$326K - $333K
|
32.6K
$718K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
14.8K+ 25.99% |
$322K - $329K
|
71.8K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.3K+ 19.93% |
$312K - $318K
|
86.2K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.3K+ 28.2% |
$310K - $317K
|
64.9K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 14.58% |
$300K - $307K
|
109K
$2.39M
|
|