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 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.15K+ 18.49% |
$68.5K - $70K
|
20.2K
$445K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.09K+ 4.54% |
$67.3K - $68.7K
|
71.1K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.04K+ 1.13% |
$66K - $67.4K
|
271K
$5.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3K+ 143.82% |
$65.3K - $66.7K
|
5.09K
$112K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.91KNew |
$63.2K - $64.5K
|
2.91K
$64K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.88K+ 0.73% |
$62.7K - $64K
|
397K
$8.75M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.75K+ 6.29% |
$59.9K - $61.2K
|
46.5K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.41K+ 3.35% |
$52.3K - $53.4K
|
74.2K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.4K+ 16.11% |
$52.1K - $53.2K
|
17.3K
$380K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.6K+ 0.96% |
$34.8K - $35.6K
|
168K
$3.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.59K+ 8.19% |
$34.5K - $35.3K
|
21K
$462K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.41K+ 1.4% |
$30.6K - $31.3K
|
102K
$2.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.36K+ 2.53% |
$29.5K - $30.2K
|
55K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.22K+ 12.19% |
$26.4K - $27K
|
11.2K
$247K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.2KNew |
$26.1K - $26.7K
|
1.2K
$26.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.09K+ 2.08% |
$23.8K - $24.3K
|
53.5K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.02K+ 8.63% |
$22.1K - $22.6K
|
12.8K
$282K
|
|
|
Nov 04, 2025
Q3 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
942+ 0.47% |
$20.5K - $20.9K
|
202K
$4.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
830New |
$18.1K - $18.4K
|
830
$18.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
818+ 5.2% |
$17.8K - $18.2K
|
16.6K
$365K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
803+ 0.33% |
$17.5K - $17.8K
|
246K
$5.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
795New |
$17.3K - $17.7K
|
795
$17.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
729+ 0.83% |
$15.9K - $16.2K
|
88.7K
$1.95M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
725+ 1.64% |
$15.8K - $16.1K
|
45K
$991K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
684New |
$14.9K - $15.2K
|
684
$15.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
650New |
$14.1K - $14.4K
|
650
$14.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
617New |
$13.4K - $13.7K
|
617
$13.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
612+ 12.64% |
$13.3K - $13.6K
|
5.45K
$120K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
550+ 4.29% |
$12K - $12.2K
|
13.4K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
485+ 4.04% |
$10.5K - $10.8K
|
12.5K
$275K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
417+ 2.2% |
$9.07K - $9.27K
|
19.3K
$426K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
370+ 36.13% |
$8.05K - $8.22K
|
1.39K
$30.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
360+ 0.17% |
$7.83K - $8K
|
215K
$4.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
305+ 2.98% |
$6.63K - $6.78K
|
10.5K
$232K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
302+ 1.31% |
$6.57K - $6.71K
|
23.3K
$513K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
291+ 0.42% |
$6.33K - $6.47K
|
69K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
271+ 4.06% |
$5.89K - $6.02K
|
6.94K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
213+ 0.23% |
$4.63K - $4.73K
|
91.1K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
189+ 2.0% |
$4.11K - $4.2K
|
9.63K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
176+ 1.7% |
$3.83K - $3.91K
|
10.5K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
140+ 1.16% |
$3.05K - $3.11K
|
12.2K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73+ 1.16% |
$1.59K - $1.62K
|
6.38K
$141K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
56+ 0.16% |
$1.22K - $1.24K
|
34.4K
$757K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24New |
$522 - $533
|
24
$529
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 1.19% |
$239 - $244
|
932
$20.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 1.1% |
$218 - $222
|
918
$20.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.97% |
$174 - $178
|
837
$18.4K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
654KNew |
$13.9M - $14.4M
|
654K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
108KNew |
$2.29M - $2.37M
|
108K
$2.37M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 5.49% |
$2.17M - $2.24M
|
1.96M
$43.3M
|
|