Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
389+ 2.04% |
$17.1K - $18.8K
|
19.5K
$955K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
367+ 2.21% |
$16.1K - $17.8K
|
17K
$834K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
235New |
$10.3K - $11.4K
|
235
$11.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
230New |
$10.1K - $11.1K
|
230
$11.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
211+ 13.78% |
$9.28K - $10.2K
|
1.74K
$85.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
171New |
$7.52K - $8.28K
|
171
$8.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5.5K - $6.06K
|
125
$6.13K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
117New |
$5.14K - $5.67K
|
117
$5.74K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
113+ 1.67% |
$4.97K - $5.47K
|
6.89K
$338K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 0.56% |
$3.25K - $3.59K
|
13.2K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64+ 15.61% |
$2.81K - $3.1K
|
474
$23.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
40+ 48.78% |
$1.76K - $1.94K
|
122
$5.99K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36+ 0.75% |
$1.58K - $1.74K
|
4.81K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.48% |
$1.28K - $1.41K
|
6.1K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
12+ 0.16% |
$528 - $581
|
7.71K
$378K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.92% |
$220 - $242
|
551
$27K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.04% |
$132 - $145
|
7.69K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-107- 1.76% |
$4.7K - $5.18K
|
5.97K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-121- 0.21% |
$5.32K - $5.86K
|
56.7K
$2.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-149- 2.28% |
$6.55K - $7.22K
|
6.37K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-165- 0.17% |
$7.26K - $7.99K
|
95.1K
$4.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-250- 3.28% |
$11K - $12.1K
|
7.38K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-638- 39.24% |
$28.1K - $30.9K
|
988
$48.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.05K- 9.29% |
$45.9K - $50.6K
|
10.2K
$501K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.45K- 15.08% |
$63.6K - $70.1K
|
8.15K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.66K- 10.54% |
$73.2K - $80.6K
|
14.1K
$693K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.33K- 25.33% |
$102K - $113K
|
6.87K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.46K- 6.38% |
$196K - $216K
|
65.5K
$3.21M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.46K- 6.38% |
$196K - $216K
|
65.5K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.05K- 43.9% |
$222K - $245K
|
6.46K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-6.06K- 9.36% |
$266K - $294K
|
58.7K
$2.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.3K- 47.82% |
$585K - $645K
|
14.5K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-51.4K- 90.57% |
$2.26M - $2.49M
|
5.35K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-51.8K- 58.07% |
$2.28M - $2.51M
|
37.4K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-68.2K- 11.38% |
$3M - $3.31M
|
531K
$26.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252K- 56.94% |
$11.1M - $12.2M
|
190K
$9.34M
|