Latest Institutional Transactions on Ishares Tr U S Divid & Buyback (DIVB)
This table provides information on the latest institutional transactions involving Ishares Tr U S Divid & Buyback (DIVB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
256New |
$12K - $13K
|
256
$13.3K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
271+ 2.54% |
$12.7K - $13.7K
|
10.9K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1KNew |
$46.9K - $50.7K
|
1K
$52.1K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.4KNew |
$2.04M - $2.2M
|
43.4K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 45.06% |
$472K - $510K
|
12.3K
$639K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
594New |
$27.8K - $30.1K
|
594
$30.9K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
95New |
$4.45K - $4.81K
|
95
$4.95K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.43KNew |
$301K - $326K
|
6.43K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
727+ 4.92% |
$34.1K - $36.8K
|
15.5K
$808K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4.82KNew |
$226K - $244K
|
4.82K
$251K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
424New |
$19.9K - $21.6K
|
424
$22.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
69.7KNew |
$3.27M - $3.55M
|
69.7K
$3.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$46.9K - $51K
|
1K
$52.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.16K+ 18.1% |
$289K - $314K
|
40.2K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
668New |
$31.3K - $34K
|
668
$34.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.1KNew |
$239K - $260K
|
5.1K
$265K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-107- 1.76% |
$4.7K - $5.18K
|
5.97K
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.3K+ 46.41% |
$454K - $500K
|
32.5K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
125New |
$5.5K - $6.06K
|
125
$6.51K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.05K- 43.9% |
$222K - $245K
|
6.46K
$336K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2.33K- 25.33% |
$102K - $113K
|
6.87K
$358K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
74.6KNew |
$3.28M - $3.61M
|
74.6K
$3.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.04% |
$132 - $145
|
7.69K
$401K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$198K - $218K
|
4.5K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252K- 56.94% |
$11.1M - $12.2M
|
190K
$9.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
901+ 15.71% |
$39.6K - $43.7K
|
6.64K
$345K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.34KNew |
$235K - $259K
|
5.34K
$278K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-31K- 63.21% |
$1.31M - $1.39M
|
18K
$939K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
10New |
$421 - $448
|
10
$521
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-68- 10.0% |
$2.86K - $3.04K
|
612
$31.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.69KNew |
$198K - $210K
|
4.69K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$4.21K - $4.48K
|
100
$5.21K
|
|
| Q1 2024 | |||||||
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-224- 50.0% |
$9.01K - $9.97K
|
224
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.5KNew |
$2.47M - $2.74M
|
61.5K
$3.2M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-412- 4.02% |
$14.6K - $17K
|
9.83K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.35KNew |
$332K - $387K
|
9.35K
$487K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
540+ 108.43% |
$19.1K - $22.3K
|
1.04K
$54K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.5KNew |
$231K - $269K
|
6.5K
$339K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.43KNew |
$121K - $142K
|
3.43K
$178K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
90New |
$3.19K - $3.72K
|
90
$4.69K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.71K- 3.83% |
$63.5K - $68.4K
|
42.9K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.55KNew |
$280K - $302K
|
7.55K
$393K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.88K- 46.16% |
$218K - $235K
|
6.86K
$357K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
280+ 3.85% |
$10.4K - $11.2K
|
7.55K
$393K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
5.51KNew |
$204K - $220K
|
5.51K
$287K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
165New |
$6.12K - $6.59K
|
165
$8.59K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
12.5KNew |
$463K - $499K
|
12.5K
$650K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.61KNew |
$59.8K - $64.4K
|
1.61K
$83.9K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.73KClosed |
$314K - $334K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.53K- 99.97% |
$127K - $135K
|
1
$52.1
|
|