Liberty Wealth Management LLC Ishares Tr U S Divid & Buyback Transaction History
Liberty Wealth Management LLC
- $677 Million
- Q3 2025
A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,938 shares of DIVB stock, worth $257,121. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,938
Previous 4,906
0.65%
Holding current value
$257,121
Previous $246,000
4.88%
% of portfolio
0.04%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding DIVB
# of Institutions
155Shares Held
12.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.74MShares$142 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.1MShares$57 Million0.0% of portfolio
-
Roosevelt Investment Group LLC769KShares$40.1 Million1.87% of portfolio
-
Steward Partners Investment Advisory, LLC672KShares$35 Million0.21% of portfolio
-
Iag Wealth Partners, LLC517KShares$26.9 Million3.64% of portfolio