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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-953- 9.83% |
$40.1K - $42.7K
|
8.74K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.12K- 15.53% |
$47.1K - $50K
|
6.08K
$309K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.27K- 11.29% |
$53.5K - $56.8K
|
9.98K
$507K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.43K- 6.95% |
$60.1K - $63.8K
|
19.1K
$970K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 0.52% |
$64.7K - $68.8K
|
294K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.94K- 6.83% |
$124K - $132K
|
40.1K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.06K- 83.05% |
$171K - $182K
|
829
$42.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.09K- 5.52% |
$172K - $183K
|
70K
$3.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.17K- 26.82% |
$218K - $231K
|
14.1K
$716K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.56K- 20.01% |
$234K - $249K
|
22.2K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.89K- 7.5% |
$248K - $264K
|
72.6K
$3.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-8.34K- 35.85% |
$351K - $373K
|
14.9K
$758K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.2K- 42.33% |
$809K - $860K
|
26.2K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-26.3K- 28.45% |
$1.11M - $1.18M
|
66.2K
$3.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-34.7K- 87.36% |
$1.46M - $1.55M
|
5.03K
$255K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.5K- 99.11% |
$1.92M - $2.04M
|
410
$20.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.7K- 7.08% |
$1.92M - $2.04M
|
600K
$30.5M
|