Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
157K+ 48.92% |
$7.38M - $8.01M
|
479K
$23.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
105K+ 33.55% |
$4.92M - $5.35M
|
418K
$20.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
92.7KNew |
$4.35M - $4.72M
|
92.7K
$4.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.6KNew |
$1.15M - $1.25M
|
24.6K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.16K+ 18.1% |
$289K - $314K
|
40.2K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.1KNew |
$239K - $260K
|
5.1K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.9K+ 7.56% |
$183K - $199K
|
55.5K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.62K+ 49.09% |
$170K - $185K
|
11K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.37K+ 1643.9% |
$158K - $172K
|
3.58K
$177K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.85K+ 30.88% |
$134K - $145K
|
12.1K
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.57K+ 12.08% |
$120K - $131K
|
23.8K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.88K+ 9.48% |
$87.9K - $95.6K
|
21.7K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.09K+ 47.54% |
$51.2K - $55.6K
|
3.39K
$168K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.09K+ 3.09% |
$51.1K - $55.5K
|
36.4K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1K+ 858.12% |
$47.1K - $51.2K
|
1.12K
$55.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
994+ 7.21% |
$46.6K - $50.7K
|
14.8K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
900+ 11.96% |
$42.2K - $45.9K
|
8.43K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
668New |
$31.3K - $34K
|
668
$33.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
586+ 15.4% |
$27.5K - $29.9K
|
4.39K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
501+ 863.79% |
$23.5K - $25.5K
|
559
$27.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
392New |
$18.4K - $20K
|
392
$19.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
384+ 5.58% |
$18K - $19.6K
|
7.27K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
336+ 2.31% |
$15.8K - $17.1K
|
14.9K
$736K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
207+ 1.06% |
$9.71K - $10.5K
|
19.7K
$975K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
100+ 0.98% |
$4.69K - $5.1K
|
10.3K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
62New |
$2.91K - $3.16K
|
62
$3.07K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.48% |
$1.36K - $1.48K
|
6.13K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
12+ 0.16% |
$563 - $612
|
7.72K
$382K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$46.9 - $51
|
13.2K
$654K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-188- 3.87% |
$8.82K - $9.58K
|
4.67K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-510- 0.54% |
$23.9K - $26K
|
94.6K
$4.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-633- 3.33% |
$29.7K - $32.3K
|
18.4K
$910K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.81K- 22.17% |
$84.7K - $92.1K
|
6.34K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.06K- 8.43% |
$96.5K - $105K
|
22.3K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.15K- 34.52% |
$242K - $262K
|
9.77K
$484K
|