Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
103K+ 11.48% |
$3.62M - $4.31M
|
997K
$50.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
78.1K+ 1684.01% |
$2.75M - $3.28M
|
82.7K
$4.2M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
46.7K+ 206.55% |
$1.65M - $1.96M
|
69.3K
$3.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
45.4KNew |
$1.6M - $1.91M
|
45.4K
$2.31M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
43.1K+ 11.44% |
$1.52M - $1.81M
|
420K
$21.3M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
37.6KNew |
$1.33M - $1.58M
|
37.6K
$1.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.7KNew |
$944K - $1.12M
|
26.7K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 8.72% |
$807K - $961K
|
285K
$14.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.2KNew |
$359K - $427K
|
10.2K
$517K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.09KNew |
$285K - $340K
|
8.09K
$411K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.99KNew |
$282K - $336K
|
7.99K
$406K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.17K+ 79.43% |
$253K - $301K
|
16.2K
$823K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.23KNew |
$220K - $262K
|
6.23K
$316K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.94K+ 53.02% |
$174K - $208K
|
14.3K
$725K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.1K+ 2.17% |
$145K - $172K
|
193K
$9.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.14K+ 58.18% |
$111K - $132K
|
8.54K
$434K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.71KNew |
$95.7K - $114K
|
2.71K
$138K
|
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.3K+ 5.83% |
$81K - $96.5K
|
41.7K
$2.12M
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
2.07K+ 4504.35% |
$73.1K - $87.1K
|
2.12K
$108K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.85K+ 16.01% |
$65.1K - $77.6K
|
13.4K
$680K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.72KNew |
$60.6K - $72.2K
|
1.72K
$87.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.56KNew |
$55K - $65.5K
|
1.56K
$79.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$44.3K - $52.7K
|
1.25K
$63.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
1.15K+ 18.15% |
$40.6K - $48.3K
|
7.49K
$380K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.08K+ 4.18% |
$38.3K - $45.5K
|
27K
$1.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
980+ 11.54% |
$34.6K - $41.2K
|
9.47K
$481K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
850New |
$30K - $35.7K
|
850
$43.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
802+ 3.33% |
$28.3K - $33.7K
|
24.9K
$1.27M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
597+ 3.55% |
$21.1K - $25.1K
|
17.4K
$884K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
426+ 1.4% |
$15K - $17.9K
|
30.7K
$1.56M
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
305+ 5.13% |
$10.8K - $12.8K
|
6.25K
$318K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
290+ 4.05% |
$10.2K - $12.2K
|
7.45K
$379K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
270+ 82.07% |
$9.53K - $11.3K
|
599
$30.4K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
200New |
$7.06K - $8.4K
|
200
$10.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
175+ 2.35% |
$6.18K - $7.35K
|
7.61K
$387K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
153New |
$5.4K - $6.43K
|
153
$7.78K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
103New |
$3.63K - $4.33K
|
103
$5.24K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 138.89% |
$1.76K - $2.1K
|
86
$4.37K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
39+ 15.6% |
$1.38K - $1.64K
|
289
$14.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 0.43% |
$459 - $546
|
3.03K
$154K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
8New |
$282 - $336
|
8
$407
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 0.42% |
$141 - $168
|
955
$48.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$35.3 - $42
|
1
$50.8
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-11Closed |
$388 - $462
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-200Closed |
$7.06K - $8.4K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-288- 0.62% |
$10.2K - $12.1K
|
46.3K
$2.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-300- 4.7% |
$10.6K - $12.6K
|
6.08K
$309K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-621- 97.18% |
$21.9K - $26.1K
|
18
$915
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-621- 97.18% |
$21.9K - $26.1K
|
18
$915
|