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
$80.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
513KNew |
$21.8M - $25.8M
|
513K
$26.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
285K+ 196.17% |
$12.1M - $14.3M
|
430K
$22.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
281K+ 14.25% |
$12M - $14.2M
|
2.25M
$116M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
220K+ 53.54% |
$9.35M - $11.1M
|
630K
$32.4M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
159KNew |
$6.75M - $7.98M
|
159K
$8.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
123K+ 216.29% |
$5.22M - $6.17M
|
179K
$9.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
101K+ 16.55% |
$4.28M - $5.06M
|
709K
$36.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
49.8K+ 160.36% |
$2.12M - $2.5M
|
80.8K
$4.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
32.6KNew |
$1.39M - $1.64M
|
32.6K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.7K+ 129.94% |
$1.31M - $1.54M
|
54.3K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30.2K+ 454.64% |
$1.29M - $1.52M
|
36.9K
$1.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
26.5KNew |
$1.13M - $1.33M
|
26.5K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
21.3KNew |
$907K - $1.07M
|
21.3K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
19.2K+ 30.21% |
$818K - $967K
|
82.8K
$4.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
17.5KNew |
$747K - $883K
|
17.5K
$903K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
17.1KNew |
$728K - $861K
|
17.1K
$881K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17K+ 335.05% |
$724K - $856K
|
22.1K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 116.79% |
$635K - $750K
|
27.7K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14KNew |
$595K - $704K
|
14K
$720K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14KNew |
$595K - $704K
|
14K
$720K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
12.6K+ 12.04% |
$537K - $634K
|
117K
$6.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.5KNew |
$532K - $629K
|
12.5K
$644K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12.1K+ 5.36% |
$514K - $608K
|
237K
$12.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 6.56% |
$491K - $581K
|
187K
$9.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 53.31% |
$433K - $512K
|
29.3K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.43K+ 22.92% |
$401K - $474K
|
50.6K
$2.6M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.32KNew |
$397K - $469K
|
9.32K
$480K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.75K+ 124.4% |
$373K - $441K
|
15.8K
$813K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.96K+ 41.99% |
$339K - $400K
|
26.9K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
7.67K+ 12.35% |
$327K - $386K
|
69.8K
$3.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
7.47KNew |
$318K - $376K
|
7.47K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.19K+ 3.5% |
$264K - $312K
|
183K
$9.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
6.15KNew |
$262K - $309K
|
6.15K
$316K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.6K+ 19.48% |
$238K - $282K
|
34.4K
$1.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5.47KNew |
$233K - $275K
|
5.47K
$282K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.73KNew |
$201K - $238K
|
4.73K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.1KNew |
$174K - $206K
|
4.1K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.01KNew |
$171K - $202K
|
4.01K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.59K+ 40.72% |
$153K - $181K
|
12.4K
$638K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$145K - $172K
|
3.42K
$176K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.27K+ 60.86% |
$139K - $164K
|
8.63K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
3.18K+ 9.12% |
$135K - $160K
|
38.1K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.01K+ 8.51% |
$128K - $151K
|
38.4K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
2.99KNew |
$127K - $150K
|
2.99K
$154K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.92K+ 3.06% |
$124K - $147K
|
98.5K
$5.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.79K+ 5.77% |
$119K - $140K
|
51.2K
$2.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.46K+ 9.91% |
$105K - $124K
|
27.3K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.27K+ 12.99% |
$96.8K - $114K
|
19.8K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.98KNew |
$84.3K - $99.6K
|
1.98K
$102K
|