Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
262KNew |
$13M - $13.7M
|
262K
$13.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
79.8KNew |
$3.95M - $4.17M
|
79.8K
$4.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
54.5K+ 45.05% |
$2.7M - $2.85M
|
176K
$9.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.5K+ 18.39% |
$1.71M - $1.8M
|
222K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
24.6K+ 20.94% |
$1.22M - $1.28M
|
142K
$7.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
23.7KNew |
$1.17M - $1.24M
|
23.7K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.6K+ 36.41% |
$924K - $974K
|
69.8K
$3.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 53.33% |
$773K - $816K
|
44.9K
$2.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
7.74K+ 44.13% |
$384K - $405K
|
25.3K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.95K+ 104.03% |
$344K - $363K
|
13.6K
$702K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.89K+ 55.13% |
$341K - $360K
|
19.4K
$998K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
6.13K+ 16.11% |
$304K - $320K
|
44.2K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
5.59K+ 21.14% |
$277K - $292K
|
32K
$1.65M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.22K+ 44.18% |
$258K - $273K
|
17K
$876K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
4.85KNew |
$240K - $253K
|
4.85K
$250K
|
|
|
Oct 31, 2025
Q3 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
4.83K+ 6.92% |
$239K - $252K
|
74.6K
$3.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.6K+ 16.62% |
$228K - $240K
|
32.3K
$1.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
BUY
|
- |
3.92KNew |
$194K - $205K
|
3.92K
$202K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.92K+ 4.85% |
$194K - $205K
|
84.7K
$4.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.52K+ 20.57% |
$174K - $184K
|
20.6K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.47KNew |
$172K - $181K
|
3.47K
$179K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3.38K+ 3.43% |
$167K - $176K
|
102K
$5.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.12K+ 0.89% |
$105K - $111K
|
239K
$12.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
730+ 18.81% |
$36.2K - $38.1K
|
4.61K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
244New |
$12.1K - $12.7K
|
244
$12.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
197+ 3.19% |
$9.76K - $10.3K
|
6.38K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
189+ 0.45% |
$9.36K - $9.88K
|
42.6K
$2.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
117+ 1.49% |
$5.8K - $6.11K
|
7.96K
$410K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42+ 0.66% |
$2.08K - $2.19K
|
6.4K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
32+ 0.65% |
$1.59K - $1.67K
|
4.94K
$254K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
24+ 0.4% |
$1.19K - $1.25K
|
5.98K
$308K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
13+ 0.66% |
$644 - $679
|
1.99K
$103K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.01% |
$149 - $157
|
21.2K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.79% |
$99.1 - $105
|
254
$13.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 1.11% |
$49.6 - $52.3
|
91
$4.68K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$49.6 - $52.3
|
1.1K
$56.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-15- 0.5% |
$743 - $784
|
2.98K
$153K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-66- 1.12% |
$3.27K - $3.45K
|
5.81K
$299K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-72- 1.36% |
$3.57K - $3.76K
|
5.23K
$269K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-110- 2.59% |
$5.45K - $5.75K
|
4.14K
$213K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-143- 2.9% |
$7.09K - $7.47K
|
4.78K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-147- 2.39% |
$7.28K - $7.68K
|
6K
$309K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-233- 1.28% |
$11.5K - $12.2K
|
18K
$925K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-359- 24.41% |
$17.8K - $18.8K
|
1.11K
$57.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-576- 2.11% |
$28.5K - $30.1K
|
26.7K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-961- 3.39% |
$47.6K - $50.2K
|
27.3K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
SELL
|
- |
-1.06K- 3.24% |
$52.3K - $55.1K
|
31.5K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.51K- 20.64% |
$74.6K - $78.6K
|
5.79K
$298K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.96K- 21.18% |
$147K - $155K
|
11K
$568K
|
|
|
Oct 17, 2025
Q3 2025
|
Paradiem, LLC
|
SELL
|
- |
-1.53M- 97.93% |
$75.7M - $79.8M
|
32.3K
$1.66M
|