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 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-179- 1.64% |
$7.2K - $7.97K
|
10.8K
$528K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-224- 50.0% |
$9.01K - $9.97K
|
224
$11K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-308- 4.32% |
$12.4K - $13.7K
|
6.82K
$335K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-360- 86.12% |
$14.5K - $16K
|
58
$2.85K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-649- 11.8% |
$26.1K - $28.9K
|
4.85K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-689- 18.42% |
$27.7K - $30.7K
|
3.05K
$150K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.99K- 13.42% |
$120K - $133K
|
19.3K
$947K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3.53K- 31.46% |
$142K - $157K
|
7.69K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-4.29K- 41.14% |
$173K - $191K
|
6.13K
$301K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-5.44K- 95.95% |
$219K - $242K
|
230
$11.3K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.96K- 23.58% |
$240K - $265K
|
19.3K
$947K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.96K- 23.58% |
$240K - $265K
|
19.3K
$947K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-6.99K- 39.7% |
$281K - $311K
|
10.6K
$521K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11.3K- 10.84% |
$453K - $501K
|
92.6K
$4.54M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.6K- 22.6% |
$467K - $517K
|
39.8K
$1.95M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.7K- 1.78% |
$471K - $521K
|
645K
$31.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.3K- 57.73% |
$1.06M - $1.17M
|
19.3K
$945K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-52.7K- 11.42% |
$2.12M - $2.35M
|
409K
$20.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-178K- 95.07% |
$7.15M - $7.9M
|
9.21K
$452K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-343K- 44.93% |
$13.8M - $15.3M
|
420K
$20.6M
|