Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
BUY
|
- |
1.56MNew |
$66.4M - $78.5M
|
1.56M
$80.1M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
159KNew |
$6.75M - $7.98M
|
159K
$8.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
BUY
|
- |
32.6KNew |
$1.39M - $1.64M
|
32.6K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
19.2K+ 30.21% |
$818K - $967K
|
82.8K
$4.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
17.5KNew |
$747K - $883K
|
17.5K
$901K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
17.1KNew |
$728K - $861K
|
17.1K
$878K
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
14.9K+ 116.79% |
$635K - $750K
|
27.7K
$1.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14KNew |
$595K - $704K
|
14K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12.1K+ 5.36% |
$514K - $608K
|
237K
$12.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2K+ 53.31% |
$433K - $512K
|
29.3K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.19K+ 3.5% |
$264K - $312K
|
183K
$9.39M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.1KNew |
$174K - $206K
|
4.1K
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.42KNew |
$145K - $172K
|
3.42K
$175K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
3.18K+ 9.12% |
$135K - $160K
|
38.1K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.92K+ 3.06% |
$124K - $147K
|
98.5K
$5.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.46K+ 9.91% |
$105K - $124K
|
27.3K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$43.8K - $51.7K
|
1.03K
$52.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
812+ 15.79% |
$34.6K - $40.9K
|
5.96K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
175+ 1.03% |
$7.45K - $8.81K
|
17.1K
$878K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 47.37% |
$3.45K - $4.08K
|
252
$12.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
16+ 0.33% |
$681 - $805
|
4.92K
$253K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 0.06% |
$170 - $201
|
6.18K
$317K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-98- 1.94% |
$4.17K - $4.93K
|
4.95K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-171- 2.98% |
$7.28K - $8.6K
|
5.57K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-190- 2.37% |
$8.09K - $9.56K
|
7.84K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-319- 57.07% |
$13.6K - $16.1K
|
240
$12.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-384- 5.0% |
$16.3K - $19.3K
|
7.29K
$374K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-426- 1.0% |
$18.1K - $21.4K
|
42.4K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 22.04% |
$59.1K - $69.8K
|
4.91K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.48K- 7.51% |
$62.9K - $74.4K
|
18.2K
$934K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-98.1K- 16.29% |
$4.18M - $4.94M
|
504K
$25.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-130K- 20.16% |
$5.53M - $6.53M
|
514K
$26.4M
|