Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
BUY
|
- |
1.56MNew |
$66.4M - $78.5M
|
1.56M
$77.8M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
159KNew |
$6.75M - $7.98M
|
159K
$7.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
32.6KNew |
$1.39M - $1.64M
|
32.6K
$1.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
26.5KNew |
$1.13M - $1.33M
|
26.5K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
21.3KNew |
$907K - $1.07M
|
21.3K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
19.2K+ 30.21% |
$818K - $967K
|
82.8K
$4.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
17.5KNew |
$747K - $883K
|
17.5K
$875K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
17.1KNew |
$728K - $861K
|
17.1K
$853K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 116.79% |
$635K - $750K
|
27.7K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14KNew |
$595K - $704K
|
14K
$698K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14KNew |
$595K - $704K
|
14K
$698K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12.1K+ 5.36% |
$514K - $608K
|
237K
$11.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 6.56% |
$491K - $581K
|
187K
$9.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 53.31% |
$433K - $512K
|
29.3K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.75K+ 124.4% |
$373K - $441K
|
15.8K
$788K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
7.67K+ 12.35% |
$327K - $386K
|
69.8K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.19K+ 3.5% |
$264K - $312K
|
183K
$9.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.15KNew |
$262K - $309K
|
6.15K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.73KNew |
$201K - $238K
|
4.73K
$236K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.1KNew |
$174K - $206K
|
4.1K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.01KNew |
$171K - $202K
|
4.01K
$200K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$145K - $172K
|
3.42K
$170K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
3.18K+ 9.12% |
$135K - $160K
|
38.1K
$1.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
2.99KNew |
$127K - $150K
|
2.99K
$149K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.92K+ 3.06% |
$124K - $147K
|
98.5K
$4.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.79K+ 5.77% |
$119K - $140K
|
51.2K
$2.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.46K+ 9.91% |
$105K - $124K
|
27.3K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.98KNew |
$84.3K - $99.6K
|
1.98K
$98.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$43.8K - $51.7K
|
1.03K
$51.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
812+ 15.79% |
$34.6K - $40.9K
|
5.96K
$297K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
677+ 21.13% |
$28.8K - $34.1K
|
3.88K
$194K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
415+ 4.15% |
$17.7K - $20.9K
|
10.4K
$520K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
375New |
$16K - $18.9K
|
375
$18.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 37.5% |
$12.8K - $15.1K
|
1.1K
$54.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
175+ 1.03% |
$7.45K - $8.81K
|
17.1K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 47.37% |
$3.45K - $4.08K
|
252
$12.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34New |
$1.45K - $1.71K
|
34
$1.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
29+ 0.59% |
$1.23K - $1.46K
|
4.91K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27+ 42.86% |
$1.15K - $1.36K
|
90
$4.49K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16+ 0.33% |
$681 - $805
|
4.92K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
12+ 0.07% |
$511 - $604
|
18.2K
$907K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.25% |
$170 - $201
|
1.59K
$79.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.06% |
$170 - $201
|
6.18K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1- 0.07% |
$42.6 - $50.3
|
1.47K
$73.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8- 8.79% |
$340 - $403
|
83
$4.14K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-98- 1.94% |
$4.17K - $4.93K
|
4.95K
$247K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-171- 2.98% |
$7.28K - $8.6K
|
5.57K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-190- 2.37% |
$8.09K - $9.56K
|
7.84K
$391K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-319- 57.07% |
$13.6K - $16.1K
|
240
$12K
|