Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
360KNew |
$14.2M - $15.5M
|
360K
$18.2M
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
176KNew |
$6.92M - $7.55M
|
176K
$8.88M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.3K+ 45.24% |
$3.48M - $3.79M
|
283K
$14.3M
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
48.7K+ 32.44% |
$1.92M - $2.09M
|
199K
$10.1M
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
47.5K+ 7.45% |
$1.87M - $2.04M
|
685K
$34.6M
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20.6KNew |
$811K - $884K
|
20.6K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$778K - $849K
|
19.8K
$998K
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16.5KNew |
$652K - $711K
|
16.5K
$836K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 5.45% |
$628K - $685K
|
309K
$15.6M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
10.6KNew |
$419K - $457K
|
10.6K
$538K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.9KNew |
$390K - $425K
|
9.9K
$500K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.06KNew |
$317K - $346K
|
8.06K
$407K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.52K+ 140.78% |
$296K - $323K
|
12.9K
$650K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.8KNew |
$268K - $292K
|
6.8K
$344K
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
5.76KNew |
$227K - $247K
|
5.76K
$291K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.6KNew |
$221K - $241K
|
5.6K
$283K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.98KNew |
$196K - $214K
|
4.98K
$252K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.51KNew |
$138K - $151K
|
3.51K
$177K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.02KNew |
$119K - $130K
|
3.02K
$152K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.42K+ 9.17% |
$95.4K - $104K
|
28.8K
$1.46M
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.09K+ 4.84% |
$82.4K - $89.9K
|
45.4K
$2.29M
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.97K+ 22.81% |
$77.6K - $84.6K
|
10.6K
$536K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.79K+ 14.52% |
$70.5K - $76.9K
|
14.1K
$713K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
627+ 1.41% |
$24.7K - $26.9K
|
45.1K
$2.28M
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
301New |
$11.9K - $12.9K
|
301
$15.2K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$7.88K - $8.59K
|
200
$10.1K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
140+ 0.82% |
$5.51K - $6.01K
|
17.2K
$869K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50+ 0.83% |
$1.97K - $2.15K
|
6.06K
$306K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$473 - $516
|
12
$606
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5+ 0.53% |
$197 - $215
|
947
$47.9K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$39.4 - $43
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-201Closed |
$7.92K - $8.63K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-275- 60.44% |
$10.8K - $11.8K
|
180
$9.1K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-533- 99.63% |
$21K - $22.9K
|
2
$101
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-655Closed |
$25.8K - $28.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.11K- 11.27% |
$43.5K - $47.5K
|
8.7K
$440K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.13K- 28.06% |
$163K - $177K
|
10.6K
$535K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.44KClosed |
$175K - $191K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.35K- 77.18% |
$368K - $402K
|
2.76K
$140K
|