Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
277KNew |
$11.6M - $12.4M
|
277K
$14M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
165K+ 414.26% |
$6.94M - $7.37M
|
204K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
61.2K+ 218.63% |
$2.58M - $2.74M
|
89.2K
$4.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.3K+ 10.63% |
$2.41M - $2.56M
|
596K
$30.1M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.3K+ 77.58% |
$2.2M - $2.34M
|
120K
$6.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.1K+ 240.74% |
$1.69M - $1.8M
|
56.8K
$2.87M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22.8KNew |
$959K - $1.02M
|
22.8K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.6K+ 5.14% |
$909K - $966K
|
442K
$22.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21K+ 308.05% |
$885K - $940K
|
27.8K
$1.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 52.27% |
$557K - $592K
|
38.5K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 3.23% |
$556K - $591K
|
422K
$21.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.57K+ 15.26% |
$361K - $384K
|
64.7K
$3.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.77KNew |
$285K - $303K
|
6.77K
$342K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.57KNew |
$277K - $294K
|
6.57K
$332K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.73KNew |
$242K - $257K
|
5.73K
$290K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.73K+ 20.15% |
$241K - $256K
|
34.2K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.73K+ 77.46% |
$241K - $256K
|
13.1K
$663K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.01KNew |
$211K - $224K
|
5.01K
$253K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.69KNew |
$198K - $210K
|
4.69K
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
4.21K+ 9.49% |
$177K - $188K
|
48.5K
$2.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.05K+ 7.63% |
$128K - $136K
|
43K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.99K+ 15.5% |
$126K - $134K
|
22.3K
$1.13M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.99K+ 15.5% |
$126K - $134K
|
22.3K
$1.13M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.8K+ 1.93% |
$75.9K - $80.6K
|
95.3K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.07K+ 16.08% |
$44.9K - $47.7K
|
7.7K
$389K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
983+ 6.64% |
$41.4K - $44K
|
15.8K
$798K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
697+ 8.45% |
$29.4K - $31.2K
|
8.94K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
690+ 6.5% |
$29.1K - $30.9K
|
11.3K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
617+ 61.15% |
$26K - $27.6K
|
1.63K
$82.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
553+ 56.54% |
$23.3K - $24.8K
|
1.53K
$77.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
414+ 2.55% |
$17.4K - $18.5K
|
16.6K
$840K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
382+ 1.85% |
$16.1K - $17.1K
|
21.1K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
297+ 5.71% |
$12.5K - $13.3K
|
5.5K
$278K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
159+ 0.57% |
$6.7K - $7.12K
|
28.2K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$4.21K - $4.48K
|
100
$5.05K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
82New |
$3.45K - $3.67K
|
82
$4.14K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
30+ 0.63% |
$1.26K - $1.34K
|
4.77K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15+ 0.25% |
$632 - $671
|
5.94K
$300K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.55% |
$126 - $134
|
546
$27.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3+ 0.04% |
$126 - $134
|
7.7K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.04% |
$168 - $179
|
9.2K
$465K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-47- 0.49% |
$1.98K - $2.1K
|
9.6K
$485K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-59- 0.96% |
$2.49K - $2.64K
|
6.07K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-68- 10.0% |
$2.86K - $3.04K
|
612
$30.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-91- 8.06% |
$3.83K - $4.07K
|
1.04K
$52.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-490- 69.01% |
$20.6K - $21.9K
|
220
$11.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-668- 6.21% |
$28.1K - $29.9K
|
10.1K
$510K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-800- 13.56% |
$33.7K - $35.8K
|
5.1K
$258K
|