Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
292K+ 17.38% |
$13.7M - $14.8M
|
1.97M
$95.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
225KNew |
$10.6M - $11.4M
|
225K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
184K+ 44.13% |
$8.64M - $9.34M
|
602K
$29.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
177KNew |
$8.29M - $8.96M
|
177K
$8.58M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
165K+ 34.53% |
$7.75M - $8.37M
|
644K
$31.2M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
133K+ 87.56% |
$6.26M - $6.76M
|
286K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 24.51% |
$5.61M - $6.06M
|
608K
$29.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
96.7K+ 465.25% |
$4.53M - $4.9M
|
117K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
76.3K+ 59.62% |
$3.58M - $3.87M
|
204K
$9.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
63.3K+ 426.09% |
$2.97M - $3.21M
|
78.2K
$3.79M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.4KNew |
$2.04M - $2.2M
|
43.4K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.9K+ 29.33% |
$1.87M - $2.02M
|
176K
$8.53M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36.4K+ 772.65% |
$1.71M - $1.84M
|
41.1K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34.3K+ 9.13% |
$1.61M - $1.74M
|
411K
$19.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
32.6KNew |
$1.53M - $1.65M
|
32.6K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
31KNew |
$1.45M - $1.57M
|
31K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.5K+ 35672.73% |
$1.1M - $1.19M
|
23.6K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
18.2KNew |
$852K - $921K
|
18.2K
$882K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
13.7KNew |
$643K - $695K
|
13.7K
$665K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
10KNew |
$469K - $507K
|
10K
$485K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.4K+ 42.48% |
$440K - $476K
|
31.5K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
9K+ 8.04% |
$422K - $456K
|
121K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
8.81KNew |
$413K - $446K
|
8.81K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.35K+ 16.37% |
$391K - $423K
|
59.3K
$2.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.11K+ 14.62% |
$380K - $411K
|
63.6K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.09K+ 73.49% |
$379K - $410K
|
19.1K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.9K+ 12.68% |
$370K - $400K
|
70.2K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.7K+ 11.39% |
$361K - $390K
|
75.3K
$3.65M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.41KNew |
$347K - $375K
|
7.41K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.68KNew |
$313K - $338K
|
6.68K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.65KNew |
$312K - $337K
|
6.65K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.44K+ 17.7% |
$302K - $326K
|
42.8K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.43KNew |
$301K - $326K
|
6.43K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.3K+ 4.54% |
$295K - $319K
|
145K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.28KNew |
$294K - $318K
|
6.28K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
5.85K+ 10.4% |
$274K - $296K
|
62.1K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
5.69KNew |
$267K - $288K
|
5.69K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.42K+ 44.81% |
$254K - $274K
|
17.5K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.39KNew |
$252K - $273K
|
5.39K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.07KNew |
$237K - $257K
|
5.07K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4.82KNew |
$226K - $244K
|
4.82K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
4.47K+ 14.7% |
$209K - $226K
|
34.9K
$1.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.1K+ 114.66% |
$192K - $208K
|
7.67K
$372K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4.09K+ 27.56% |
$192K - $207K
|
18.9K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.94K+ 16.55% |
$185K - $199K
|
27.7K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.92K+ 9.99% |
$184K - $199K
|
43.2K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.34K+ 10.43% |
$156K - $169K
|
35.3K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3K+ 30.72% |
$141K - $152K
|
12.8K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.87K+ 13.24% |
$134K - $145K
|
24.5K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.86K+ 32.01% |
$134K - $145K
|
11.8K
$573K
|