Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
181K+ 3213.82% |
$6.43M - $7.49M
|
187K
$8.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.8K+ 9.58% |
$2.37M - $2.76M
|
763K
$36.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.2K+ 322.14% |
$1.99M - $2.32M
|
73.7K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51.4KNew |
$1.82M - $2.12M
|
51.4K
$2.43M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
42.8KNew |
$1.52M - $1.77M
|
42.8K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14K+ 124.92% |
$498K - $580K
|
25.3K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2K+ 82.09% |
$467K - $544K
|
29.2K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 24.05% |
$445K - $519K
|
64.7K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.1K+ 4.49% |
$393K - $458K
|
258K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
9.64K+ 606.36% |
$342K - $398K
|
11.2K
$531K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.35KNew |
$332K - $387K
|
9.35K
$442K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.25KNew |
$292K - $341K
|
8.25K
$390K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.17K+ 12.47% |
$290K - $338K
|
73.7K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.61KNew |
$270K - $315K
|
7.61K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.57KNew |
$233K - $271K
|
6.57K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.5KNew |
$231K - $269K
|
6.5K
$307K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.16KNew |
$218K - $255K
|
6.16K
$291K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.44K+ 2366.52% |
$193K - $225K
|
5.67K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.18KNew |
$184K - $214K
|
5.18K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.16K+ 27.69% |
$183K - $213K
|
23.8K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.24K+ 9.71% |
$150K - $175K
|
48K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.74KNew |
$133K - $155K
|
3.74K
$177K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.43KNew |
$121K - $142K
|
3.43K
$162K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.96K+ 13.29% |
$105K - $123K
|
25.3K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.93K+ 8.8% |
$68.3K - $79.7K
|
23.8K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.87KNew |
$66.2K - $77.2K
|
1.87K
$88.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.42K+ 1.57% |
$50.4K - $58.8K
|
92.1K
$4.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.13KNew |
$40K - $46.7K
|
1.13K
$53.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
912+ 2.35% |
$32.3K - $37.7K
|
39.7K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
812+ 4.13% |
$28.8K - $33.6K
|
20.5K
$968K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
540+ 108.43% |
$19.1K - $22.3K
|
1.04K
$49.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
488+ 10.35% |
$17.3K - $20.2K
|
5.2K
$246K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
448New |
$15.9K - $18.5K
|
448
$21.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
418New |
$14.8K - $17.3K
|
418
$19.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
418+ 6.23% |
$14.8K - $17.3K
|
7.13K
$337K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
415+ 2.41% |
$14.7K - $17.2K
|
17.6K
$833K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
90New |
$3.19K - $3.72K
|
90
$4.26K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
26+ 0.43% |
$922 - $1.07K
|
6.12K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$35.5 - $41.3
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-40- 0.36% |
$1.42K - $1.65K
|
10.9K
$517K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-110- 1.0% |
$3.9K - $4.55K
|
10.9K
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-313- 2.96% |
$11.1K - $12.9K
|
10.2K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-412- 4.02% |
$14.6K - $17K
|
9.83K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-442- 2.99% |
$15.7K - $18.3K
|
14.3K
$677K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.52K- 14.04% |
$53.9K - $62.8K
|
9.31K
$440K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-5.74K- 11.83% |
$203K - $237K
|
42.8K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-11.8K- 53.13% |
$419K - $488K
|
10.4K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 79.78% |
$455K - $531K
|
3.25K
$154K
|