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 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.9KClosed |
$323K - $349K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 45.06% |
$472K - $510K
|
12.3K
$595K
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-56.6K- 91.6% |
$2.65M - $2.87M
|
5.19K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-58.4K- 11.45% |
$2.74M - $2.96M
|
452K
$21.9M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-59K- 11.62% |
$2.76M - $2.99M
|
449K
$21.8M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-72.5K- 18.14% |
$3.4M - $3.67M
|
327K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-77.7K- 57.8% |
$3.64M - $3.93M
|
56.7K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-154K- 75.85% |
$7.22M - $7.81M
|
49.1K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-187K- 85.37% |
$8.76M - $9.47M
|
32.1K
$1.55M
|