Purchases and Sales Made in Q1 2024 in Ishares Tr U S Divid & Buyback (DIVB)
This table provides information about the institutional ownership of Ishares Tr U S Divid & Buyback (DIVB) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR U S DIVID & BUYBACK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
295KNew |
$11.9M - $13.1M
|
295K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
281K+ 109.05% |
$11.3M - $12.5M
|
539K
$26.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.4KNew |
$2.71M - $3M
|
67.4K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.5KNew |
$2.47M - $2.74M
|
61.5K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.7K+ 19047.08% |
$1.84M - $2.03M
|
46K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.1K+ 1294.68% |
$1.69M - $1.87M
|
45.4K
$2.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
39.8KNew |
$1.6M - $1.77M
|
39.8K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28KNew |
$1.13M - $1.25M
|
28K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.7KNew |
$833K - $921K
|
20.7K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20.5KNew |
$825K - $913K
|
20.5K
$1.01M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.2K+ 73.39% |
$773K - $855K
|
45.4K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 146.74% |
$605K - $669K
|
25.3K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$595K - $658K
|
14.8K
$726K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.1K+ 98.51% |
$568K - $628K
|
28.4K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9K+ 47.6% |
$559K - $618K
|
43.1K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 21.28% |
$554K - $613K
|
78.5K
$3.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.4KNew |
$540K - $597K
|
13.4K
$659K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.64KNew |
$388K - $429K
|
9.64K
$473K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.52K+ 133.32% |
$383K - $424K
|
16.7K
$818K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.55K+ 13.06% |
$344K - $381K
|
74.1K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.17K+ 17.04% |
$329K - $364K
|
56.1K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.9KNew |
$237K - $263K
|
5.9K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.89KNew |
$197K - $218K
|
4.89K
$240K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.74KNew |
$191K - $211K
|
4.74K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.51KNew |
$181K - $201K
|
4.51K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$181K - $200K
|
4.5K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.24K+ 17.79% |
$171K - $189K
|
28.1K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.98K+ 16.73% |
$160K - $177K
|
27.8K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.79K+ 13.65% |
$112K - $124K
|
23.3K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.53K+ 3.58% |
$61.6K - $68.1K
|
44.3K
$2.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.43K+ 1.55% |
$57.5K - $63.5K
|
93.5K
$4.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.24K+ 20.07% |
$49.7K - $55K
|
7.4K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.01KNew |
$40.6K - $44.9K
|
1.01K
$49.5K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
987New |
$39.7K - $43.9K
|
987
$48.4K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
710New |
$28.6K - $31.6K
|
710
$34.8K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
693+ 4.47% |
$27.9K - $30.8K
|
16.2K
$795K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
680New |
$27.4K - $30.3K
|
680
$33.4K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
632+ 9.63% |
$25.4K - $28.1K
|
7.2K
$353K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
543New |
$21.9K - $24.2K
|
543
$26.6K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
509+ 8.32% |
$20.5K - $22.7K
|
6.63K
$325K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
506New |
$20.4K - $22.5K
|
506
$24.8K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
384+ 4.12% |
$15.5K - $17.1K
|
9.69K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
381+ 0.52% |
$15.3K - $17K
|
74.1K
$3.63M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
380+ 3.5% |
$15.3K - $16.9K
|
11.3K
$552K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
258+ 0.65% |
$10.4K - $11.5K
|
39.9K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
255+ 4.92% |
$10.3K - $11.3K
|
5.44K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
254+ 3.44% |
$10.2K - $11.3K
|
7.63K
$374K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6- 0.08% |
$241 - $267
|
7.6K
$373K
|