Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
770K+ 129.17% |
$33.9M - $37.3M
|
1.37M
$64.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
530KNew |
$23.3M - $25.7M
|
530K
$25.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
308K+ 6127.06% |
$13.5M - $14.9M
|
313K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
212KNew |
$9.34M - $10.3M
|
212K
$10M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
117K+ 57.22% |
$5.14M - $5.67M
|
321K
$15.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
74.6KNew |
$3.28M - $3.61M
|
74.6K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69.5K+ 23.64% |
$3.05M - $3.37M
|
363K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
50K+ 18.07% |
$2.2M - $2.42M
|
326K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.5KNew |
$1.56M - $1.72M
|
35.5K
$1.68M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
34KNew |
$1.5M - $1.65M
|
34K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.4K+ 68.38% |
$1.03M - $1.13M
|
57.5K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
21.2KNew |
$933K - $1.03M
|
21.2K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.6KNew |
$773K - $852K
|
17.6K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 78.2% |
$767K - $845K
|
39.7K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 59.2% |
$681K - $750K
|
41.7K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.8KNew |
$606K - $668K
|
13.8K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.7K+ 3.25% |
$604K - $665K
|
436K
$20.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 18.73% |
$598K - $659K
|
86.2K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$591K - $652K
|
13.4K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.3K+ 46.41% |
$454K - $500K
|
32.5K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.06K+ 23.54% |
$398K - $439K
|
47.6K
$2.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.61K+ 20.02% |
$378K - $417K
|
51.6K
$2.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.69K+ 67.95% |
$338K - $372K
|
19K
$898K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.04K+ 24.94% |
$310K - $341K
|
35.3K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.45KNew |
$284K - $313K
|
6.45K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.36K+ 47.38% |
$280K - $308K
|
19.8K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.23KNew |
$274K - $302K
|
6.23K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.78K+ 8.72% |
$254K - $280K
|
72K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.76K+ 4.81% |
$253K - $279K
|
125K
$5.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.34KNew |
$235K - $259K
|
5.34K
$253K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.19KNew |
$228K - $251K
|
5.19K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.95K+ 75.34% |
$218K - $240K
|
11.5K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.85KNew |
$213K - $235K
|
4.85K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.69KNew |
$206K - $227K
|
4.69K
$222K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$198K - $218K
|
4.5K
$213K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.24KNew |
$186K - $205K
|
4.24K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.23K+ 29.98% |
$186K - $205K
|
18.3K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
4.19K+ 8.63% |
$184K - $203K
|
52.7K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.96K+ 17.38% |
$174K - $192K
|
26.7K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.32K+ 15.73% |
$146K - $161K
|
24.4K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.77K+ 266.47% |
$122K - $134K
|
3.8K
$180K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.64K+ 267.78% |
$116K - $128K
|
3.63K
$172K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.43K+ 47.55% |
$107K - $117K
|
7.53K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.79K+ 353.56% |
$78.7K - $86.7K
|
2.3K
$109K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.27K+ 12.73% |
$55.8K - $61.5K
|
11.3K
$532K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
901+ 15.71% |
$39.6K - $43.7K
|
6.64K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
497+ 5.69% |
$21.9K - $24.1K
|
9.24K
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
468+ 8.51% |
$20.6K - $22.7K
|
5.97K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
425+ 7.16% |
$18.7K - $20.6K
|
6.36K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
418+ 4.14% |
$18.4K - $20.3K
|
10.5K
$497K
|