Purchases and Sales Made in Q4 2025 in Ishares Tr (IBDV)
This table provides information about the institutional ownership of Ishares Tr (IBDV) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| 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
|
- |
1.38MNew |
$30.3M - $30.6M
|
1.38M
$30.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
1.11MNew |
$24.5M - $24.8M
|
1.11M
$24.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
586KNew |
$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
|
- |
459KNew |
$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
|
- |
48.2KNew |
$1.06M - $1.07M
|
48.2K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
48.2K+ 270.39% |
$1.06M - $1.07M
|
66K
$1.45M
|
|
|
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
|
- |
33KNew |
$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
|
- |
15.6KNew |
$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
|
- |
10.9KNew |
$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
|
- |
58New |
$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
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-465- 1.24% |
$10.2K - $10.3K
|
37.1K
$818K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-505- 0.91% |
$11.1K - $11.2K
|
55K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-895- 0.36% |
$19.7K - $19.9K
|
248K
$5.47M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.54K- 6.47% |
$56K - $56.6K
|
36.8K
$810K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.75K- 18.11% |
$82.5K - $83.3K
|
16.9K
$373K
|
|