Level Financial Advisors, Inc. Ishares Tr U S Divid & Buyback Transaction History

Level Financial Advisors, Inc.

$271 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	BUY	$35.63 - $39.7 $285 - $317	8 New	8 $0

Others Institutions Holding DIVB

# of Institutions

125

Shares Held

9.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.68M
Shares

$76.5 Million
0.03% of portfolio
Roosevelt Investment Group LLC

769K
Shares

$35 Million
1.87% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

602K
Shares

$27.4 Million
2.86% of portfolio
Ci Private Wealth, LLC Miami, FL

510K
Shares

$23.2 Million
0.04% of portfolio
Segall Bryant & Hamill, LLC Chicago, IL

508K
Shares

$23.1 Million
0.34% of portfolio

About ISHARES TR U S DIVID & BUYBACK

Ticker DIVB
Sector ETFs
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