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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$46.9K - $51K
|
1K
$48.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
994+ 7.21% |
$46.6K - $50.7K
|
14.8K
$717K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
900+ 11.96% |
$42.2K - $45.9K
|
8.43K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
668New |
$31.3K - $34K
|
668
$32.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
586+ 15.4% |
$27.5K - $29.9K
|
4.39K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
501+ 863.79% |
$23.5K - $25.5K
|
559
$27.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
501+ 8.39% |
$23.5K - $25.5K
|
6.47K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
424New |
$19.9K - $21.6K
|
424
$20.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
393+ 322.13% |
$18.4K - $20K
|
515
$25K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
392New |
$18.4K - $20K
|
392
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
384+ 5.58% |
$18K - $19.6K
|
7.27K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
336+ 2.31% |
$15.8K - $17.1K
|
14.9K
$721K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
207+ 1.06% |
$9.71K - $10.5K
|
19.7K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
150+ 31.65% |
$7.04K - $7.64K
|
624
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
130New |
$6.1K - $6.62K
|
130
$6.31K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
100+ 0.98% |
$4.69K - $5.1K
|
10.3K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
62New |
$2.91K - $3.16K
|
62
$3.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47+ 0.75% |
$2.2K - $2.4K
|
6.28K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36+ 0.75% |
$1.69K - $1.83K
|
4.85K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31+ 0.29% |
$1.45K - $1.58K
|
10.5K
$511K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.48% |
$1.36K - $1.48K
|
6.13K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.47% |
$1.03K - $1.12K
|
4.71K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
12+ 0.16% |
$563 - $612
|
7.72K
$374K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.73% |
$188 - $204
|
555
$26.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$46.9 - $51
|
13.2K
$640K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-105- 61.4% |
$4.92K - $5.35K
|
66
$3.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-158- 9.07% |
$7.41K - $8.05K
|
1.58K
$76.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-188- 3.87% |
$8.82K - $9.58K
|
4.67K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-510- 0.54% |
$23.9K - $26K
|
94.6K
$4.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-633- 3.33% |
$29.7K - $32.3K
|
18.4K
$891K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-788- 1.09% |
$37K - $40.2K
|
71.2K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-890- 17.15% |
$41.7K - $45.4K
|
4.3K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-942- 95.34% |
$44.2K - $48K
|
46
$2.23K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.62K- 19.03% |
$76K - $82.6K
|
6.9K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.81K- 22.17% |
$84.7K - $92.1K
|
6.34K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.06K- 8.43% |
$96.5K - $105K
|
22.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.52K- 33.11% |
$118K - $128K
|
5.09K
$247K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.68K- 8.5% |
$126K - $137K
|
28.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.74K- 27.83% |
$176K - $191K
|
9.71K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.15K- 34.52% |
$242K - $262K
|
9.77K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-21.2K- 3.98% |
$993K - $1.08M
|
510K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 4.21% |
$1.05M - $1.14M
|
508K
$24.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-39.9K- 46.3% |
$1.87M - $2.03M
|
46.3K
$2.25M
|