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Position history for Rockefeller Capital Management L.P.Rockefeller Capital Management L.P.'s holdings in ISHARES TR

Rockefeller Capital Management L.P. holds 644,355 shares of IBDV (ISHARES TR), worth $14M as of 2026-Q2. The position was increased (+3.5% shares). IBDV represents 0.0% of Rockefeller Capital Management L.P.'s portfolio.

Current Value

$14M

Current Shares

644,355

Total Value Change

+$1.1M

Total Shares Change

+58,329

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
644,355
+3.5%
$14M0.0%$21.72
29
2026-Q1
Increased
622,604
+2.9%
$13.6M0.0%$21.56
29
2025-Q4
Increased
604,975
+2.1%
$13.4M0.0%$21.58
29
2025-Q3
Decreased
592,263
-49.7%
$13.1M0.0%$21.33
0
2025-Q2
Increased
1.2M
+94.5%
$25.9M0.0%$20.93
46
2025-Q1
Increased
604,783
+4.6%
$13.1M0.0%$20.44
29
2024-Q4
Decreased
577,968
-1.4%
$12.3M0.0%$19.95
0
2024-Q3
Increased
586,026
+7.0%
$13M0.0%$20.38
30

Other major holders of IBDV: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Aptus Capital Advisors, LLC

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