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 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
599New |
$12.7K - $13.3K
|
599
$12.9K
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
542+ 0.87% |
$11.5K - $12K
|
62.6K
$1.35M
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
450+ 3.08% |
$9.56K - $9.97K
|
15.1K
$325K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
416+ 2.61% |
$8.84K - $9.21K
|
16.4K
$353K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
351+ 5.31% |
$7.46K - $7.77K
|
6.96K
$150K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
350+ 37.8% |
$7.43K - $7.75K
|
1.28K
$27.5K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
329New |
$6.99K - $7.29K
|
329
$7.1K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
212+ 1.56% |
$4.5K - $4.7K
|
13.8K
$297K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
125+ 0.48% |
$2.66K - $2.77K
|
26.4K
$570K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
73+ 9.85% |
$1.55K - $1.62K
|
814
$17.6K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
38New |
$807 - $842
|
38
$820
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
35+ 2.71% |
$743 - $775
|
1.33K
$28.6K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33+ 2.36% |
$701 - $731
|
1.43K
$30.8K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
298K+ 44.52% |
$6.3M - $6.63M
|
968K
$20.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
226K+ 11.68% |
$4.76M - $5.02M
|
2.16M
$46.5M
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
49K+ 3.29% |
$1.04M - $1.09M
|
1.54M
$33.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.2K+ 20.26% |
$807K - $850K
|
227K
$4.89M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
37.9K+ 14.95% |
$800K - $843K
|
291K
$6.29M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
10.6KNew |
$224K - $237K
|
10.6K
$229K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10.6KNew |
$223K - $235K
|
10.6K
$228K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$217K - $229K
|
10.3K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9.7KNew |
$205K - $216K
|
9.7K
$209K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
5.73KNew |
$121K - $128K
|
5.73K
$124K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.04K+ 7.01% |
$106K - $112K
|
76.8K
$1.66M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4.57KNew |
$96.4K - $102K
|
4.57K
$98.5K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
1.2K+ 10.04% |
$25.3K - $26.7K
|
13.2K
$284K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
685New |
$14.5K - $15.2K
|
685
$14.8K
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
568+ 16.32% |
$12K - $12.6K
|
4.05K
$87.4K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
74+ 1.26% |
$1.56K - $1.65K
|
5.97K
$129K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.2K+ 10.0% |
$317K - $326K
|
168K
$3.62M
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
15.2KNew |
$316K - $324K
|
15.2K
$327K
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
10.2KNew |
$213K - $219K
|
10.2K
$221K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.29KNew |
$68.6K - $70.4K
|
3.29K
$71.1K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.69K+ 27.34% |
$56.1K - $57.6K
|
12.5K
$271K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.5K+ 6.71% |
$31.2K - $32.1K
|
23.8K
$515K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1KNew |
$20.8K - $21.4K
|
1K
$21.6K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
351New |
$7.31K - $7.5K
|
351
$7.57K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.9KNew |
$843K - $864K
|
39.9K
$860K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
28.6K+ 243.07% |
$604K - $619K
|
40.3K
$870K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.6K+ 116.5% |
$246K - $252K
|
21.6K
$466K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.02KNew |
$21.7K - $22.2K
|
1.02K
$22.1K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
106KNew |
$2.1M - $2.3M
|
106K
$2.29M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23.1KNew |
$458K - $501K
|
23.1K
$498K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
11.3KNew |
$224K - $245K
|
11.3K
$244K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
10.9KNew |
$216K - $237K
|
10.9K
$235K
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
4.2KNew |
$83.4K - $91.2K
|
4.2K
$90.6K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25KNew |
$24.8K - $27.2K
|
1.25K
$27K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$19.9K - $21.7K
|
1K
$21.6K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
16K+ 160.0% |
$325K - $340K
|
26K
$561K
|