Purchases and Sales Made in Q1 2023 in Ishares Tr U S Divid & Buyback (DIVB)
This table provides information about the institutional ownership of Ishares Tr U S Divid & Buyback (DIVB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR U S DIVID & BUYBACK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
557K+ 4253.68% |
$19.9M - $22.1M
|
571K
$29M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.5K+ 168.71% |
$2.58M - $2.88M
|
116K
$5.87M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.3KNew |
$1.65M - $1.84M
|
46.3K
$2.35M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
34.3K+ 443.69% |
$1.22M - $1.36M
|
42K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
33K+ 288.61% |
$1.18M - $1.31M
|
44.5K
$2.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
32.6K+ 63.68% |
$1.16M - $1.29M
|
83.8K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5KNew |
$839K - $935K
|
23.5K
$1.2M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.5K+ 72.98% |
$695K - $775K
|
46.3K
$2.35M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
15K+ 6139.59% |
$536K - $597K
|
15.3K
$777K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 4.67% |
$465K - $518K
|
293K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.3KNew |
$440K - $490K
|
12.3K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.98K+ 0.79% |
$284K - $317K
|
1.02M
$51.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.67K+ 61.03% |
$273K - $305K
|
20.2K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.8K+ 47.1% |
$242K - $270K
|
21.2K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.92KNew |
$211K - $235K
|
5.92K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.14K+ 54.14% |
$183K - $204K
|
14.6K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.65K+ 33.36% |
$166K - $185K
|
18.6K
$946K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.25K+ 34.47% |
$116K - $129K
|
12.7K
$644K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.85K+ 18.09% |
$102K - $113K
|
18.6K
$946K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.15KNew |
$76.6K - $85.3K
|
2.15K
$109K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.16K+ 19.14% |
$41.3K - $46.1K
|
7.22K
$367K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
975+ 1.13% |
$34.7K - $38.7K
|
87K
$4.42M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
870+ 7.95% |
$31K - $34.5K
|
11.8K
$600K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
710+ 4.31% |
$25.3K - $28.2K
|
17.2K
$874K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
515+ 8.38% |
$18.3K - $20.4K
|
6.66K
$339K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
500New |
$17.8K - $19.9K
|
500
$25.4K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
289+ 2.55% |
$10.3K - $11.5K
|
11.6K
$590K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
205New |
$7.3K - $8.14K
|
205
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
175+ 14.37% |
$6.24K - $6.95K
|
1.39K
$70.8K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
89New |
$3.17K - $3.53K
|
89
$4.52K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
26+ 0.85% |
$926 - $1.03K
|
3.1K
$157K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8New |
$285 - $318
|
8
$407
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$35.6 - $39.7
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-140- 1.67% |
$4.99K - $5.56K
|
8.23K
$418K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-148- 0.28% |
$5.27K - $5.88K
|
52.8K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-308- 8.03% |
$11K - $12.2K
|
3.53K
$179K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-439- 2.1% |
$15.6K - $17.4K
|
20.5K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-557- 22.44% |
$19.8K - $22.1K
|
1.93K
$97.8K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-650- 73.86% |
$23.2K - $25.8K
|
230
$11.7K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-679- 5.7% |
$24.2K - $27K
|
11.2K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-923- 10.4% |
$32.9K - $36.6K
|
7.95K
$404K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-969- 13.05% |
$34.5K - $38.5K
|
6.46K
$328K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.1K- 5.89% |
$39.2K - $43.6K
|
17.5K
$892K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.62K- 62.04% |
$57.8K - $64.4K
|
992
$50.4K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-2.38K- 21.43% |
$84.8K - $94.5K
|
8.73K
$443K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.68K- 22.91% |
$131K - $146K
|
12.4K
$629K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.37K- 31.23% |
$191K - $213K
|
11.8K
$601K
|