Arete Wealth Advisors, LLC Ishares Tr U S Divid & Buyback Transaction History

Arete Wealth Advisors, LLC

$1.41 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$35.29 - $42.02 $759,334 - $904,144	-21,517 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$39.52 - $43.43 $850,351 - $934,483	21,517 New	21,517 $898,000

Others Institutions Holding DIVB

# of Institutions

148

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$116 Million
0.04% of portfolio
Roosevelt Investment Group LLC

769K
Shares

$39.5 Million
1.87% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$36.4 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

630K
Shares

$32.4 Million
0.26% of portfolio
Foguth Wealth Management, Llc. Brighton, MI

514K
Shares

$26.4 Million
5.54% of portfolio

About ISHARES TR U S DIVID & BUYBACK

Ticker DIVB
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