Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.86K+ 32.01% |
$134K - $145K
|
11.8K
$607K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.85K+ 15.49% |
$133K - $144K
|
21.2K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.78K+ 6052.17% |
$130K - $141K
|
2.83K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.35K+ 2.85% |
$110K - $119K
|
84.8K
$4.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 4.51% |
$97.9K - $106K
|
48.4K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.76K+ 51.89% |
$82.3K - $89K
|
5.14K
$264K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.53K+ 2.14% |
$71.5K - $77.3K
|
72.8K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1KNew |
$46.9K - $50.7K
|
1K
$51.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
972+ 6.09% |
$45.5K - $49.2K
|
16.9K
$870K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
929+ 0.98% |
$43.5K - $47.1K
|
95.6K
$4.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
814+ 19.22% |
$38.1K - $41.2K
|
5.05K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
800New |
$37.5K - $40.5K
|
800
$41.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
727+ 4.92% |
$34.1K - $36.8K
|
15.5K
$798K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
674+ 171.94% |
$31.6K - $34.1K
|
1.07K
$54.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
646+ 25.25% |
$30.3K - $32.7K
|
3.2K
$165K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
594New |
$27.8K - $30.1K
|
594
$30.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
520+ 5.05% |
$24.4K - $26.3K
|
10.8K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
514+ 3.9% |
$24.1K - $26K
|
13.7K
$704K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
446+ 7.11% |
$20.9K - $22.6K
|
6.72K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
351+ 31.31% |
$16.4K - $17.8K
|
1.47K
$75.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
310+ 4.02% |
$14.5K - $15.7K
|
8.03K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
299New |
$14K - $15.1K
|
299
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
271+ 2.54% |
$12.7K - $13.7K
|
10.9K
$563K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
256New |
$12K - $13K
|
256
$13.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
250+ 1.02% |
$11.7K - $12.7K
|
24.8K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
242+ 5.19% |
$11.3K - $12.3K
|
4.91K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171New |
$8.01K - $8.66K
|
171
$8.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
138+ 24.86% |
$6.47K - $6.99K
|
693
$35.6K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
130+ 0.57% |
$6.09K - $6.59K
|
23K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
95New |
$4.45K - $4.81K
|
95
$4.88K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
64+ 103.23% |
$3K - $3.24K
|
126
$6.48K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31+ 0.64% |
$1.45K - $1.57K
|
4.88K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.25% |
$187 - $203
|
1.59K
$81.6K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.01% |
$46.9 - $50.7
|
19.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$281 - $304
|
4.91K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-43- 0.68% |
$2.01K - $2.18K
|
6.3K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-63- 50.0% |
$2.95K - $3.19K
|
63
$3.24K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-68- 1.58% |
$3.19K - $3.44K
|
4.23K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-87- 0.15% |
$4.08K - $4.41K
|
56.7K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-118- 1.82% |
$5.53K - $5.98K
|
6.35K
$327K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-196- 3.08% |
$9.18K - $9.93K
|
6.18K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-394- 6.43% |
$18.5K - $20K
|
5.74K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-424- 82.33% |
$19.9K - $21.5K
|
91
$4.68K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-629- 10.49% |
$29.5K - $31.9K
|
5.37K
$276K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-923- 12.7% |
$43.3K - $46.8K
|
6.35K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.39K- 16.47% |
$65K - $70.3K
|
7.04K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.23K- 30.53% |
$105K - $113K
|
5.08K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.68K- 14.75% |
$172K - $186K
|
21.3K
$1.09M
|