Latest Institutional Transactions on Ishares Tr U S Divid & Buyback (DIVB)
This table provides information on the latest institutional transactions involving Ishares Tr U S Divid & Buyback (DIVB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36+ 0.75% |
$1.58K - $1.74K
|
4.81K
$231K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
74.6KNew |
$3.28M - $3.61M
|
74.6K
$3.58M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.04% |
$132 - $145
|
7.69K
$369K
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
50K+ 18.07% |
$2.2M - $2.42M
|
326K
$15.7M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
117New |
$5.14K - $5.67K
|
117
$5.61K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.69K+ 67.95% |
$338K - $372K
|
19K
$911K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-250- 3.28% |
$11K - $12.1K
|
7.38K
$354K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.45K- 15.08% |
$63.6K - $70.1K
|
8.15K
$391K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.64K+ 267.78% |
$116K - $128K
|
3.63K
$174K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.06K+ 23.54% |
$398K - $439K
|
47.6K
$2.28M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.3K- 47.82% |
$585K - $645K
|
14.5K
$696K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.5KNew |
$198K - $218K
|
4.5K
$216K
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.05K- 9.29% |
$45.9K - $50.6K
|
10.2K
$489K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-149- 2.28% |
$6.55K - $7.22K
|
6.37K
$306K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.79K+ 353.56% |
$78.7K - $86.7K
|
2.3K
$110K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 0.56% |
$3.25K - $3.59K
|
13.2K
$633K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.45KNew |
$284K - $313K
|
6.45K
$309K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
389+ 2.04% |
$17.1K - $18.8K
|
19.5K
$934K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.36K+ 47.38% |
$280K - $308K
|
19.8K
$949K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.48% |
$1.28K - $1.41K
|
6.1K
$293K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.4K+ 68.38% |
$1.03M - $1.13M
|
57.5K
$2.76M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
901+ 15.71% |
$39.6K - $43.7K
|
6.64K
$318K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-252K- 56.94% |
$11.1M - $12.2M
|
190K
$9.13M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.43K+ 47.55% |
$107K - $117K
|
7.53K
$361K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.77K+ 266.47% |
$122K - $134K
|
3.8K
$182K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.24KNew |
$186K - $205K
|
4.24K
$203K
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
12+ 0.16% |
$528 - $581
|
7.71K
$370K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-165- 0.17% |
$7.26K - $7.99K
|
95.1K
$4.56M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
308K+ 6127.06% |
$13.5M - $14.9M
|
313K
$15M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.34KNew |
$235K - $259K
|
5.34K
$256K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
117K+ 57.22% |
$5.14M - $5.67M
|
321K
$15.4M
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.85KNew |
$213K - $235K
|
4.85K
$233K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.61K+ 20.02% |
$378K - $417K
|
51.6K
$2.47M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.94K- 6.83% |
$124K - $132K
|
40.1K
$1.92M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.06K- 83.05% |
$171K - $182K
|
829
$39.8K
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-8.34K- 35.85% |
$351K - $373K
|
14.9K
$715K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-68- 10.0% |
$2.86K - $3.04K
|
612
$29.3K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.01KNew |
$211K - $224K
|
5.01K
$240K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.69KNew |
$198K - $210K
|
4.69K
$225K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$4.21K - $4.48K
|
100
$4.8K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
697+ 8.45% |
$29.4K - $31.2K
|
8.94K
$429K
|
|
Q1 2024 | |||||||
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-5.44K- 95.95% |
$219K - $242K
|
230
$11K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-224- 50.0% |
$9.01K - $9.97K
|
224
$10.7K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61.5KNew |
$2.47M - $2.74M
|
61.5K
$2.95M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6- 0.08% |
$241 - $267
|
7.6K
$365K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-689- 18.42% |
$27.7K - $30.7K
|
3.05K
$146K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-360- 86.12% |
$14.5K - $16K
|
58
$2.78K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-412- 4.02% |
$14.6K - $17K
|
9.83K
$472K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.35KNew |
$332K - $387K
|
9.35K
$448K
|