Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315K+ 23.05% |
$14.8M - $16.1M
|
1.68M
$84.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
203KNew |
$9.53M - $10.4M
|
203K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
157K+ 48.92% |
$7.38M - $8.01M
|
479K
$24.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
112KNew |
$5.25M - $5.71M
|
112K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
105K+ 33.55% |
$4.92M - $5.35M
|
418K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
97K+ 259.27% |
$4.55M - $4.94M
|
134K
$6.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
92.7KNew |
$4.35M - $4.72M
|
92.7K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86.3K+ 207.22% |
$4.05M - $4.4M
|
128K
$6.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.4K+ 136.32% |
$3.68M - $4M
|
136K
$6.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
73K+ 22.36% |
$3.42M - $3.72M
|
399K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
69.7KNew |
$3.27M - $3.55M
|
69.7K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
61.8KNew |
$2.9M - $3.15M
|
61.8K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.3K+ 11.99% |
$2.45M - $2.66M
|
488K
$24.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25KNew |
$1.17M - $1.27M
|
25K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.6KNew |
$1.15M - $1.25M
|
24.6K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 25.83% |
$794K - $862K
|
82.4K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.4K+ 288.32% |
$724K - $787K
|
20.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7K+ 31.0% |
$692K - $751K
|
62.3K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 10.71% |
$630K - $684K
|
139K
$7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.8K+ 3.52% |
$599K - $651K
|
376K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.2K+ 28.27% |
$527K - $573K
|
51K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
10.7KNew |
$501K - $544K
|
10.7K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.93K+ 15.23% |
$419K - $455K
|
67.6K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.31KNew |
$343K - $373K
|
7.31K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.82K+ 107.15% |
$320K - $347K
|
13.2K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.67K+ 3.14% |
$313K - $340K
|
219K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.16K+ 18.1% |
$289K - $314K
|
40.2K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6KNew |
$281K - $306K
|
6K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
5.38K+ 21.49% |
$252K - $274K
|
30.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5.28K+ 19.75% |
$248K - $269K
|
32K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.24K+ 29.79% |
$246K - $267K
|
22.8K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
5.1KNew |
$239K - $260K
|
5.1K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.89K+ 16283.33% |
$229K - $249K
|
4.92K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.9K+ 7.56% |
$183K - $199K
|
55.5K
$2.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.8K+ 20.73% |
$178K - $194K
|
22.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.72K+ 10.47% |
$175K - $190K
|
39.3K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.62K+ 49.09% |
$170K - $185K
|
11K
$555K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.56K+ 6.76% |
$167K - $182K
|
56.3K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.37K+ 1643.9% |
$158K - $172K
|
3.58K
$180K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.85K+ 30.88% |
$134K - $145K
|
12.1K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.57K+ 12.08% |
$120K - $131K
|
23.8K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.32K+ 988.51% |
$109K - $118K
|
2.56K
$129K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.88K+ 9.48% |
$87.9K - $95.6K
|
21.7K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.77K+ 48.76% |
$83K - $90.2K
|
5.4K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.09K+ 47.54% |
$51.2K - $55.6K
|
3.39K
$171K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.09K+ 3.09% |
$51.1K - $55.5K
|
36.4K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1K+ 858.12% |
$47.1K - $51.2K
|
1.12K
$56.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$46.9K - $51K
|
1K
$50.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
994+ 7.21% |
$46.6K - $50.7K
|
14.8K
$746K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
900+ 11.96% |
$42.2K - $45.9K
|
8.43K
$425K
|