Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
137KNew |
$5.09M - $5.49M
|
137K
$6.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.1K+ 10.84% |
$2.53M - $2.72M
|
697K
$34.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.1K+ 563.65% |
$2.34M - $2.52M
|
74.3K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.2K+ 137.7% |
$1.12M - $1.21M
|
52.2K
$2.58M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
22.2KNew |
$825K - $888K
|
22.2K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
BUY
|
- |
12.5KNew |
$463K - $499K
|
12.5K
$618K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.06K+ 19.49% |
$336K - $362K
|
55.6K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7.96K+ 22.25% |
$295K - $318K
|
43.7K
$2.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.55KNew |
$280K - $302K
|
7.55K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.25K+ 71.1% |
$269K - $290K
|
17.5K
$863K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.65KNew |
$247K - $266K
|
6.65K
$329K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
5.51KNew |
$204K - $220K
|
5.51K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.65K+ 43.0% |
$172K - $186K
|
15.5K
$764K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.75K+ 50.17% |
$139K - $150K
|
11.2K
$556K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.6KNew |
$96.6K - $104K
|
2.6K
$129K
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.91K+ 2.16% |
$71K - $76.4K
|
90.7K
$4.48M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.61KNew |
$59.8K - $64.4K
|
1.61K
$79.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
907+ 14.02% |
$33.7K - $36.2K
|
7.38K
$365K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
819+ 10.03% |
$30.4K - $32.7K
|
8.99K
$444K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
800+ 4.24% |
$29.7K - $32K
|
19.6K
$972K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
498New |
$18.5K - $19.9K
|
498
$24.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
496+ 3.48% |
$18.4K - $19.8K
|
14.8K
$730K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
426+ 0.75% |
$15.8K - $17K
|
56.9K
$2.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
280+ 3.85% |
$10.4K - $11.2K
|
7.55K
$373K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
165New |
$6.12K - $6.59K
|
165
$8.16K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 4.35% |
$371 - $400
|
240
$11.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-54- 0.29% |
$2K - $2.16K
|
18.6K
$922K
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-90- 0.81% |
$3.34K - $3.6K
|
11K
$543K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-97- 0.89% |
$3.6K - $3.88K
|
10.8K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-116- 1.69% |
$4.3K - $4.64K
|
6.73K
$333K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-352- 5.12% |
$13.1K - $14.1K
|
6.52K
$323K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-525- 7.26% |
$19.5K - $21K
|
6.71K
$332K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-560- 26.06% |
$20.8K - $22.4K
|
1.59K
$78.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-686- 6.1% |
$25.5K - $27.4K
|
10.6K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-890- 7.99% |
$33K - $35.6K
|
10.2K
$507K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.39K- 11.23% |
$51.5K - $55.5K
|
11K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.71K- 3.83% |
$63.5K - $68.4K
|
42.9K
$2.12M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.88K- 46.16% |
$218K - $235K
|
6.86K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.33K- 34.1% |
$309K - $333K
|
16.1K
$796K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-9.66K- 63.14% |
$358K - $386K
|
5.64K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32K- 66.66% |
$1.19M - $1.28M
|
16K
$793K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-42.1K- 52.05% |
$1.56M - $1.68M
|
38.8K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.6K- 15.31% |
$1.66M - $1.78M
|
247K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-295K- 29.23% |
$11M - $11.8M
|
715K
$35.4M
|