Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.01MNew |
$34.5M - $40.1M
|
1.01M
$50.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
926K+ 6608.69% |
$31.5M - $36.7M
|
940K
$46.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
51.2KNew |
$1.74M - $2.03M
|
51.2K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.3K+ 302.35% |
$1.1M - $1.28M
|
43K
$2.13M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
23.9K+ 25.58% |
$814K - $947K
|
117K
$5.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9KNew |
$713K - $829K
|
20.9K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.4KNew |
$491K - $572K
|
14.4K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
12.6KNew |
$428K - $498K
|
12.6K
$622K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
11.1KNew |
$378K - $440K
|
11.1K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
9.53K+ 20.31% |
$325K - $377K
|
56.4K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.49KNew |
$323K - $376K
|
9.49K
$469K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.69KNew |
$296K - $344K
|
8.69K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.7KNew |
$262K - $305K
|
7.7K
$381K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.87KNew |
$200K - $233K
|
5.87K
$291K
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.82K+ 28.25% |
$164K - $191K
|
21.9K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.72KNew |
$161K - $187K
|
4.72K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4.35KNew |
$148K - $172K
|
4.35K
$215K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.99K+ 31.96% |
$136K - $158K
|
16.5K
$816K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.44K+ 43.63% |
$117K - $136K
|
11.3K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.17K+ 0.31% |
$108K - $126K
|
1.02M
$50.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3K+ 21.64% |
$102K - $119K
|
16.9K
$833K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
2.91K+ 36.15% |
$98.9K - $115K
|
10.9K
$541K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.64K+ 25.27% |
$90.1K - $105K
|
13.1K
$648K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.61KNew |
$89K - $104K
|
2.61K
$129K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.35K+ 33.14% |
$79.9K - $92.9K
|
9.42K
$466K
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.18K+ 4.28% |
$74.1K - $86.2K
|
53K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.06K+ 20.88% |
$70.1K - $81.6K
|
11.9K
$590K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 1301.37% |
$64.7K - $75.3K
|
2.05K
$101K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.56K+ 24.05% |
$53.1K - $61.7K
|
8.04K
$397K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.04K+ 16.36% |
$35.6K - $41.4K
|
7.43K
$367K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
951+ 14.04% |
$32.4K - $37.7K
|
7.73K
$382K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
647+ 0.76% |
$22K - $25.6K
|
86K
$4.25M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
500New |
$17K - $19.8K
|
500
$24.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
271+ 1.72% |
$9.23K - $10.7K
|
16K
$794K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
257+ 1.88% |
$8.75K - $10.2K
|
14K
$690K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
250New |
$8.52K - $9.91K
|
250
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
215New |
$7.32K - $8.52K
|
215
$10.6K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
198+ 3.38% |
$6.74K - $7.84K
|
6.06K
$300K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
135+ 2.28% |
$4.6K - $5.35K
|
6.06K
$300K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
51New |
$1.74K - $2.02K
|
51
$2.52K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
27+ 1.1% |
$920 - $1.07K
|
2.48K
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
18+ 0.59% |
$613 - $713
|
3.07K
$152K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10New |
$341 - $396
|
10
$495
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7New |
$238 - $277
|
7
$346
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.02% |
$102 - $119
|
18.6K
$922K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-46- 0.25% |
$1.57K - $1.82K
|
18.3K
$903K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-520- 42.28% |
$17.7K - $20.6K
|
710
$35.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-580- 37.23% |
$19.8K - $23K
|
978
$48.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.17K- 0.42% |
$39.8K - $46.3K
|
280K
$13.8M
|