Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.98KNew |
$84.3K - $99.6K
|
1.98K
$103K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.91K+ 0.42% |
$81.5K - $96.3K
|
454K
$23.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64K+ 25.26% |
$69.7K - $82.4K
|
8.12K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.35KNew |
$57.3K - $67.8K
|
1.35K
$70.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.25KNew |
$53.1K - $62.8K
|
1.25K
$65K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.11K+ 20.66% |
$47.4K - $56K
|
6.5K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.04K+ 1.43% |
$44.2K - $52.3K
|
73.8K
$3.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$43.8K - $51.7K
|
1.03K
$53.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.01K+ 7.39% |
$43.1K - $50.9K
|
14.7K
$766K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
824New |
$35.1K - $41.5K
|
824
$42.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
812+ 15.79% |
$34.6K - $40.9K
|
5.96K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
677+ 21.13% |
$28.8K - $34.1K
|
3.88K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
415+ 4.15% |
$17.7K - $20.9K
|
10.4K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
404+ 6.43% |
$17.2K - $20.3K
|
6.69K
$348K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
375New |
$16K - $18.9K
|
375
$19.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
330+ 0.58% |
$14K - $16.6K
|
57K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 37.5% |
$12.8K - $15.1K
|
1.1K
$57.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
249New |
$10.6K - $12.5K
|
249
$13K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
194+ 1.14% |
$8.26K - $9.76K
|
17.2K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
180+ 28.85% |
$7.66K - $9.06K
|
804
$41.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
175+ 1.03% |
$7.45K - $8.81K
|
17.1K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
174+ 0.23% |
$7.41K - $8.76K
|
75.5K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
161+ 3.18% |
$6.85K - $8.1K
|
5.23K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 47.37% |
$3.45K - $4.08K
|
252
$13.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
81+ 0.59% |
$3.45K - $4.08K
|
13.8K
$719K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
67+ 1.36% |
$2.85K - $3.37K
|
4.98K
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34New |
$1.45K - $1.71K
|
34
$1.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34New |
$1.45K - $1.71K
|
34
$1.77K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
29+ 0.59% |
$1.23K - $1.46K
|
4.91K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27+ 42.86% |
$1.15K - $1.36K
|
90
$4.69K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16+ 0.33% |
$681 - $805
|
4.92K
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
12+ 0.07% |
$511 - $604
|
18.2K
$947K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.25% |
$170 - $201
|
1.59K
$82.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.06% |
$170 - $201
|
6.18K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1- 0.07% |
$42.6 - $50.3
|
1.47K
$76.6K
|
|
|
Aug 13, 2025
Q2 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3- 0.06% |
$128 - $151
|
5.19K
$270K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8- 8.79% |
$340 - $403
|
83
$4.32K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-40- 0.54% |
$1.7K - $2.01K
|
7.37K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-98- 1.94% |
$4.17K - $4.93K
|
4.95K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-138- 19.91% |
$5.87K - $6.94K
|
555
$28.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-142- 3.23% |
$6.04K - $7.15K
|
4.25K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-171- 2.98% |
$7.28K - $8.6K
|
5.57K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-190- 2.37% |
$8.09K - $9.56K
|
7.84K
$408K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-272- 8.91% |
$11.6K - $13.7K
|
2.78K
$145K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-319- 57.07% |
$13.6K - $16.1K
|
240
$12.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-368- 5.47% |
$15.7K - $18.5K
|
6.36K
$331K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-374- 0.63% |
$15.9K - $18.8K
|
59K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-384- 5.0% |
$16.3K - $19.3K
|
7.29K
$380K
|
|