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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.85K+ 15.49% |
$133K - $144K
|
21.2K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.78K+ 6052.17% |
$130K - $141K
|
2.83K
$137K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.35K+ 2.85% |
$110K - $119K
|
84.8K
$4.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 4.51% |
$97.9K - $106K
|
48.4K
$2.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.76K+ 51.89% |
$82.3K - $89K
|
5.14K
$249K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.53K+ 2.14% |
$71.5K - $77.3K
|
72.8K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1KNew |
$46.9K - $50.7K
|
1K
$48.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
972+ 6.09% |
$45.5K - $49.2K
|
16.9K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
929+ 0.98% |
$43.5K - $47.1K
|
95.6K
$4.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
814+ 19.22% |
$38.1K - $41.2K
|
5.05K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
800New |
$37.5K - $40.5K
|
800
$38.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
727+ 4.92% |
$34.1K - $36.8K
|
15.5K
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
674+ 171.94% |
$31.6K - $34.1K
|
1.07K
$51.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
646+ 25.25% |
$30.3K - $32.7K
|
3.2K
$155K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
594New |
$27.8K - $30.1K
|
594
$28.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
520+ 5.05% |
$24.4K - $26.3K
|
10.8K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
514+ 3.9% |
$24.1K - $26K
|
13.7K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
446+ 7.11% |
$20.9K - $22.6K
|
6.72K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
351+ 31.31% |
$16.4K - $17.8K
|
1.47K
$71.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
310+ 4.02% |
$14.5K - $15.7K
|
8.03K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
299New |
$14K - $15.1K
|
299
$14.5K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
271+ 2.54% |
$12.7K - $13.7K
|
10.9K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
256New |
$12K - $13K
|
256
$12.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
250+ 1.02% |
$11.7K - $12.7K
|
24.8K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
242+ 5.19% |
$11.3K - $12.3K
|
4.91K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171New |
$8.01K - $8.66K
|
171
$8.29K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
138+ 24.86% |
$6.47K - $6.99K
|
693
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
130+ 0.57% |
$6.09K - $6.59K
|
23K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
95New |
$4.45K - $4.81K
|
95
$4.61K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
64+ 103.23% |
$3K - $3.24K
|
126
$6.11K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31+ 0.64% |
$1.45K - $1.57K
|
4.88K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.25% |
$187 - $203
|
1.59K
$77K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.01% |
$46.9 - $50.7
|
19.7K
$955K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$281 - $304
|
4.91K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-43- 0.68% |
$2.01K - $2.18K
|
6.3K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-63- 50.0% |
$2.95K - $3.19K
|
63
$3.06K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-68- 1.58% |
$3.19K - $3.44K
|
4.23K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-87- 0.15% |
$4.08K - $4.41K
|
56.7K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-118- 1.82% |
$5.53K - $5.98K
|
6.35K
$308K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-196- 3.08% |
$9.18K - $9.93K
|
6.18K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-394- 6.43% |
$18.5K - $20K
|
5.74K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-424- 82.33% |
$19.9K - $21.5K
|
91
$4.41K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-629- 10.49% |
$29.5K - $31.9K
|
5.37K
$260K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-923- 12.7% |
$43.3K - $46.8K
|
6.35K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.39K- 16.47% |
$65K - $70.3K
|
7.04K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.23K- 30.53% |
$105K - $113K
|
5.08K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.68K- 14.75% |
$172K - $186K
|
21.3K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.06K- 38.54% |
$190K - $206K
|
6.48K
$314K
|