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

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr U S Divid & Buyback stock. As of the latest transaction made, Bogart Wealth, LLC holds 800 shares of DIVB stock, worth $38,576. This represents 0.0% of its overall portfolio holdings.

Number of Shares

800

Holding current value

$38,576

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$46.86 - $50.66 $37,488 - $40,528	800 New	800 $38,000

Others Institutions Holding DIVB

# of Institutions

135

Shares Held

10M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$95.2 Million
0.04% of portfolio
Roosevelt Investment Group LLC

769K
Shares

$37.1 Million
1.87% of portfolio
Foguth Wealth Management, Llc. Brighton, MI

644K
Shares

$31.1 Million
7.58% of portfolio
Bank Of America Corp Charlotte, NC

608K
Shares

$29.3 Million
0.0% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

602K
Shares

$29 Million
2.86% of portfolio

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About ISHARES TR U S DIVID & BUYBACK

Ticker DIVB
Sector ETFs
Industry ETFs

More about DIVB

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