Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
765K+ 4247222.0% |
$25.8M - $31M
|
765K
$37.8M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.4KNew |
$1.5M - $1.8M
|
44.4K
$2.2M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.1K+ 34.85% |
$816K - $979K
|
93.4K
$4.62M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.7K+ 1.98% |
$667K - $801K
|
1.02M
$50.3M
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
17.1KNew |
$577K - $692K
|
17.1K
$845K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
14.3K+ 1.89% |
$483K - $579K
|
769K
$38M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.5K+ 25.23% |
$387K - $465K
|
56.9K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$361K - $433K
|
10.7K
$528K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.95K+ 78.48% |
$303K - $363K
|
20.4K
$1.01M
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
8.69K+ 20.64% |
$294K - $352K
|
50.8K
$2.51M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.26K+ 21.97% |
$279K - $335K
|
45.8K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.42K+ 105.49% |
$217K - $260K
|
12.5K
$618K
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.32K+ 10.36% |
$146K - $175K
|
46K
$2.28M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.05K+ 28.39% |
$137K - $164K
|
18.3K
$906K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.97K+ 27.23% |
$100K - $120K
|
13.9K
$685K
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.66K+ 3.21% |
$89.7K - $108K
|
85.3K
$4.22M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.48K+ 30.99% |
$83.6K - $100K
|
10.5K
$517K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
880New |
$29.7K - $35.7K
|
880
$43.5K
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
550+ 7.35% |
$18.6K - $22.3K
|
8.04K
$397K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
521+ 8.33% |
$17.6K - $21.1K
|
6.77K
$335K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
392+ 4.14% |
$13.2K - $15.9K
|
9.86K
$488K
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
337+ 15.91% |
$11.4K - $13.7K
|
2.46K
$121K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
329New |
$11.1K - $13.3K
|
329
$16.3K
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
320+ 2.39% |
$10.8K - $13K
|
13.7K
$677K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
63+ 1.07% |
$2.13K - $2.55K
|
5.93K
$293K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 0.63% |
$642 - $770
|
3.05K
$151K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.69% |
$67.6 - $81.1
|
291
$14.4K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-95- 1.53% |
$3.21K - $3.85K
|
6.13K
$303K
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-165- 1.93% |
$5.58K - $6.69K
|
8.37K
$414K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-205- 2.53% |
$6.93K - $8.31K
|
7.89K
$390K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-367- 5.76% |
$12.4K - $14.9K
|
6.01K
$297K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-367- 5.76% |
$12.4K - $14.9K
|
6.01K
$297K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-377- 5.06% |
$12.7K - $15.3K
|
7.08K
$350K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-428- 2.64% |
$14.5K - $17.4K
|
15.8K
$780K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-898- 4.93% |
$30.3K - $36.4K
|
17.3K
$857K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.23K- 16.11% |
$41.4K - $49.7K
|
6.38K
$316K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.47K- 4.76% |
$49.5K - $59.4K
|
29.3K
$1.45M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.05K- 20.14% |
$69.2K - $83K
|
8.12K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.14K- 11.98% |
$72.3K - $86.8K
|
15.7K
$778K
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.91K- 22.45% |
$132K - $158K
|
13.5K
$667K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.37K- 36.03% |
$147K - $177K
|
7.75K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.43K- 1.55% |
$150K - $179K
|
281K
$13.9M
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-6.25K- 25.1% |
$211K - $253K
|
18.6K
$922K
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-13K- 48.2% |
$440K - $529K
|
14K
$693K
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-193K- 99.87% |
$6.51M - $7.81M
|
245
$12.1K
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-380K- 90.43% |
$12.8M - $15.4M
|
40.2K
$1.99M
|