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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.35KNew |
$332K - $387K
|
9.35K
$481K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
540+ 108.43% |
$19.1K - $22.3K
|
1.04K
$53.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.5KNew |
$231K - $269K
|
6.5K
$334K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
90New |
$3.19K - $3.72K
|
90
$4.63K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.43KNew |
$121K - $142K
|
3.43K
$176K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.71K- 3.83% |
$63.5K - $68.4K
|
42.9K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.6KNew |
$96.6K - $104K
|
2.6K
$134K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.55KNew |
$280K - $302K
|
7.55K
$388K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.88K- 46.16% |
$218K - $235K
|
6.86K
$353K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
280+ 3.85% |
$10.4K - $11.2K
|
7.55K
$388K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
5.51KNew |
$204K - $220K
|
5.51K
$283K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
165New |
$6.12K - $6.59K
|
165
$8.48K
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
12.5KNew |
$463K - $499K
|
12.5K
$642K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.61KNew |
$59.8K - $64.4K
|
1.61K
$82.8K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8.73KClosed |
$314K - $334K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-3.53K- 99.97% |
$127K - $135K
|
1
$51.4
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
10KNew |
$360K - $383K
|
10K
$514K
|
|
| Q1 2023 | |||||||
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
500New |
$17.8K - $19.9K
|
500
$25.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
26+ 0.85% |
$926 - $1.03K
|
3.1K
$159K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-557- 22.44% |
$19.8K - $22.1K
|
1.93K
$99K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-148- 0.28% |
$5.27K - $5.88K
|
52.8K
$2.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-140- 1.67% |
$4.99K - $5.56K
|
8.23K
$423K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$285 - $318
|
8
$411
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-915K- 97.33% |
$31.2M - $36.3M
|
25.1K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.87KNew |
$200K - $233K
|
5.87K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.56K+ 24.05% |
$53.1K - $61.7K
|
8.04K
$413K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.69KNew |
$296K - $344K
|
8.69K
$447K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
51New |
$1.74K - $2.02K
|
51
$2.62K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-46- 0.25% |
$1.57K - $1.82K
|
18.3K
$939K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 1301.37% |
$64.7K - $75.3K
|
2.05K
$105K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
23.9K+ 25.58% |
$814K - $947K
|
117K
$6.03M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$341 - $396
|
10
$514
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
250New |
$8.52K - $9.91K
|
250
$12.9K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-367- 5.76% |
$12.4K - $14.9K
|
6.01K
$309K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.32K+ 10.36% |
$146K - $175K
|
46K
$2.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.69% |
$67.6 - $81.1
|
291
$15K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-380K- 90.43% |
$12.8M - $15.4M
|
40.2K
$2.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.37K- 36.03% |
$147K - $177K
|
7.75K
$398K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
14.3K+ 1.89% |
$483K - $579K
|
769K
$39.5M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$7.06K - $8.4K
|
200
$10.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.72KNew |
$60.6K - $72.2K
|
1.72K
$88.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-5.7KClosed |
$201K - $240K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.5KClosed |
$759K - $904K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1K- 5.5% |
$35.3K - $42K
|
17.2K
$884K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
8New |
$282 - $336
|
8
$411
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-11Closed |
$388 - $462
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-288- 0.62% |
$10.2K - $12.1K
|
46.3K
$2.38M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
850New |
$30K - $35.7K
|
850
$43.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-43.4KClosed |
$1.53M - $1.82M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 0.42% |
$141 - $168
|
955
$49.1K
|
|