iShares Core Dividend ETF (DIVB) Institutional Ownership

$43.37
+0.13 (+0.30%)
(As of 05/7/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Core Dividend ETF (BATS:DIVB)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$31.76M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$43.71M
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DIVB Institutional Buying and Selling by Quarter

iShares Core Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024 Liberty Wealth Management LLC4,744$211K0.0%N/A0.061%
5/1/2024 Janney Montgomery Scott LLC7,630$340K0.0%+3.4%0.098%
4/30/2024Commonwealth Equity Services LLC28,435$1.27M0.0%+98.5%0.365%
4/27/2024 Kellett Wealth Advisors LLC23,253$1.04M0.7%+13.6%0.298%
4/23/2024 PFG Private Wealth Management LLC9,206$410K0.3%-95.1%0.118%
4/23/2024 Raymond James Financial Services Advisors Inc.420,387$18.71M0.0%-44.9%5.390%
4/19/2024 Tempus Wealth Planning LLC20,511$913K0.4%N/A0.263%
4/18/2024 Breakwater Capital Group39,935$1.78M0.4%+0.7%0.601%
4/17/2024 Foguth Wealth Management LLC.39,758$1.77M0.9%N/A0.598%
4/15/2024 RMR Wealth Builders6,133$273K0.0%-41.1%0.092%
4/10/2024 Signal Advisors Wealth LLC39,758$1.77M0.4%-22.6%0.598%
2/20/2024Taylor Financial Group Inc.42,778$1.76M1.4%N/A0.643%
2/14/2024Personal CFO Solutions LLC6,566$270K0.0%N/A0.099%
2/12/2024Focus Financial Network Inc. ADV9,352$384K0.0%N/A0.141%
2/9/2024Corient Private Wealth LLC657,054$26.97M0.0%-8.1%9.881%
2/8/2024 Financial Advocates Investment Management7,129$293K0.0%+6.2%0.107%
2/8/2024Kingsview Wealth Management LLC9,310$382K0.0%-14.0%0.140%
2/7/2024Principal Securities Inc.3,741$154K0.0%N/A0.056%
2/6/2024 RMR Wealth Builders10,420$428K0.1%-53.1%0.157%
2/6/2024Family Asset Management LLC11,224$461K0.3%+606.4%0.169%
2/6/2024U.S. Capital Wealth Advisors LLC8,247$339K0.0%N/A0.124%
2/1/2024Element Wealth LLC1,038$43K0.0%+108.4%0.016%
1/31/2024 Kellett Wealth Advisors LLC20,461$840K0.6%+4.1%0.308%
1/30/2024SVB Wealth LLC6,502$267K0.0%N/A0.098%
1/29/2024 Tennessee Valley Asset Management Partners3,426$141K0.0%N/A0.052%
1/24/2024 Breakwater Capital Group39,677$1.64M0.5%+2.4%0.597%
1/22/2024 Princeton Global Asset Management LLC17,615$723K0.2%+2.4%0.265%
1/22/2024 PFG Private Wealth Management LLC186,833$7.67M5.2%+3,213.8%2.810%
1/18/2024 Global Retirement Partners LLC1,129$46K0.0%N/A0.017%
1/16/2024 Cedar Mountain Advisors LLC92,081$3.78M1.0%+1.6%1.385%
1/16/2024 Raymond James Financial Services Advisors Inc.763,366$31.34M0.1%+9.6%11.479%
1/16/2024CoreCap Advisors LLC5,203$214K0.0%N/A0.078%
1/11/2024 Galvin Gaustad & Stein LLC23,825$978K0.1%+8.8%0.358%
11/16/2023 Advisors Capital Management LLC137,292$5.11M0.1%N/A2.065%
11/15/2023WealthPlan Investment Management LLC7,549$281K0.0%N/A0.114%
11/14/2023Tower Research Capital LLC TRC15,451$575K0.0%+43.0%0.232%
11/13/2023LPL Financial LLC246,740$9.19M0.0%-15.3%3.710%
11/8/2023 Janney Montgomery Scott LLC7,376$275K0.0%+14.0%0.111%
11/8/2023Argent Trust Co56,859$2.12M0.1%+0.8%0.855%
11/8/2023J.P. Morgan Private Wealth Advisors LLC6,857$255K0.0%-46.2%0.103%
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11/8/2023Avantax Advisory Services Inc.10,982$409K0.0%-11.2%0.165%
11/7/2023 Kellett Wealth Advisors LLC19,649$732K0.6%+4.2%0.295%
11/6/2023 Breakwater Capital Group38,765$1.41M0.5%-52.0%0.583%
11/4/2023Corient Private Wealth LLC714,898$26.62M0.1%-29.2%10.750%
11/2/2023Family Asset Management LLC1,589$59K0.0%-26.1%0.024%
11/2/2023WealthPlan Investment Management LLC7,549$281K0.0%N/A0.114%
10/31/2023Tranquility Partners LLC5,508$205K0.1%N/A0.083%
10/27/2023 Financial Advocates Investment Management6,711$250K0.0%-7.3%0.101%
10/27/2023 Capital Advisors Ltd. LLC6,522$243K0.0%-5.1%0.098%
10/24/2023 PFG Private Wealth Management LLC5,638$210K0.2%-63.1%0.085%
10/24/2023 Stratos Wealth Partners LTD.6,650$248K0.0%N/A0.100%
10/24/2023 Raymond James Financial Services Advisors Inc.696,602$25.93M0.0%+10.8%10.475%
10/24/2023 Cambridge Investment Research Advisors Inc.10,560$393K0.0%-6.1%0.159%
10/23/2023 RMR Wealth Builders22,232$828K0.1%N/A0.334%
10/23/2023 Cedar Mountain Advisors LLC90,659$3.38M1.0%+2.2%1.363%
10/23/2023Commonwealth Equity Services LLC14,766$550K0.0%+3.5%0.222%
10/18/2023Next Capital Management LLC12,487$465K0.2%N/A0.188%
10/12/2023 RVW Wealth LLC1,611$60K0.0%N/A0.024%
8/15/2023Tandem Capital Management Corp ADV11,070$423K0.3%-6.3%0.166%
8/10/2023Cetera Advisor Networks LLC11,136$426K0.0%-40.2%0.167%
8/9/2023Texas Capital Bank Wealth Management Services Inc.10,000$383K0.0%N/A0.150%
8/8/2023 Kellett Wealth Advisors LLC18,849$721K0.7%+7.4%0.283%
7/31/2023LPL Financial LLC291,343$11.14M0.0%-0.5%4.192%
7/28/2023First Republic Investment Management Inc.12,735$487K0.0%-71.4%0.183%
7/26/2023 Capital Advisors Ltd. LLC6,874$263K0.0%-26.4%0.099%
7/25/2023 Raymond James Financial Services Advisors Inc.628,453$24.04M0.0%+10.1%9.042%
7/24/2023 Breakwater Capital Group80,840$3.09M1.1%-3.5%1.163%
7/24/2023 Galvin Gaustad & Stein LLC21,898$838K0.1%+8.2%0.315%
7/19/2023 Cedar Mountain Advisors LLC88,746$3.40M1.0%+2.0%1.277%
5/11/2023 Financial Advocates Investment Management11,831$442K0.0%-31.2%0.171%
5/10/2023LPL Financial LLC292,714$10.93M0.0%+4.7%4.242%
5/10/2023WealthPLAN Partners LLC7,220$270K0.0%+19.1%0.105%
5/9/2023Tower Research Capital LLC TRC6,661$249K0.0%+8.4%0.097%
5/5/2023 Kellett Wealth Advisors LLC17,545$655K0.6%-5.9%0.254%
5/4/2023West Chester Capital Advisors Inc.15,226$568K1.3%-30.5%0.221%
5/4/2023Tandem Capital Management Corp ADV11,810$441K0.3%+8.0%0.171%
5/3/2023Family Asset Management LLC2,149$80K0.1%N/A0.031%
5/3/2023Integrated Wealth Concepts LLC5,923$221K0.0%N/A0.086%
5/1/2023 PFG Private Wealth Management LLC15,287$571K0.4%+6,139.6%0.222%
5/1/2023Truadvice LLC42,000$1.58M0.6%+443.7%0.609%
4/28/2023Avantax Advisory Services Inc.12,368$462K0.0%-22.9%0.179%
4/28/2023 Janney Montgomery Scott LLC6,456$241K0.0%-13.1%0.094%
4/27/2023 Breakwater Capital Group83,785$3.13M1.3%+63.7%1.214%
4/26/2023 James Investment Research Inc.1,925$72K0.0%-22.4%0.028%
4/20/2023 Princeton Global Asset Management LLC17,200$642K0.2%+4.3%0.249%
4/17/2023 Galvin Gaustad & Stein LLC20,246$756K0.1%+61.0%0.293%
4/14/2023 Raymond James Financial Services Advisors Inc.570,593$21.30M0.0%+4,253.7%8.269%
4/11/2023 Cedar Mountain Advisors LLC86,967$3.25M1.0%+1.1%1.260%
2/13/2023Kingsview Wealth Management LLC11,325$425K0.0%+43.6%0.000%
2/13/2023 Galvin Gaustad & Stein LLC12,573$472K0.0%N/A0.000%
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2/10/2023Bank of America Corp DE1,019,901$38.26M0.0%+0.3%0.000%
2/10/2023Argent Trust Co56,433$2.12M0.1%+20.3%0.000%
2/10/2023CoreCap Advisors LLC4,715$177K0.0%N/A0.000%
2/9/2023Legacy Capital Wealth Partners LLC5,874$220K0.1%N/A0.000%
2/9/2023 HighTower Advisors LLC8,692$326K0.0%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.13,106$492K0.0%+25.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.11,921$447K0.0%+20.9%0.000%
2/7/2023 Capital Advisors Ltd. LLC9,336$350K0.1%-30.8%0.000%
2/7/2023Commonwealth Equity Services LLC9,422$353K0.0%+33.1%0.000%
2/7/2023LPL Financial LLC279,667$10.49M0.0%-0.4%0.000%
(Data available from 1/1/2016 forward)

DIVB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DIVB shares?

During the previous two years, 79 institutional investors and hedge funds held shares of iShares Core Dividend ETF. The most heavily invested institutionals were Bank of America Corp DE ($38.26M), Corient Private Wealth LLC ($26.97M), Roosevelt Investment Group LLC ($25.99M), Raymond James Financial Services Advisors Inc. ($18.71M), LPL Financial LLC ($9.19M), Advisors Capital Management LLC ($5.11M), and MBL Wealth LLC ($4.40M).Learn more on DIVB's institutional investors.

Which institutional investors have been buying iShares Core Dividend ETF stock?

Of the 68 institutional investors that purchased iShares Core Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($755.38K), Bank of America Corp DE ($588.97K), PFG Private Wealth Management LLC ($200.34K), Advisors Capital Management LLC ($137.29K), Cedar Mountain Advisors LLC ($87.45K), Breakwater Capital Group ($84.96K), and Financial Advocates Investment Management ($57.31K).

How much institutional buying is happening at iShares Core Dividend ETF?

Institutional investors have bought a total of 2,668,780 shares in the last 24 months. This purchase volume represents approximately $104.66M in transactions.

Which iShares Core Dividend ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold iShares Core Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sfmg LLC ($379.70K), Corient Private Wealth LLC ($353.12K), Raymond James Financial Services Advisors Inc. ($342.98K), PFG Private Wealth Management LLC ($187.29K), LPL Financial LLC ($47.14K), Breakwater Capital Group ($45.02K), and First Republic Investment Management Inc. ($31.75K).

How much institutional selling is happening at iShares Core Dividend ETF?

Institutional investors have sold a total of 1,538,338 shares in the last 24 months. This volume of shares sold represents approximately $60.09M in transactions.


This page (BATS:DIVB) was last updated on 5/8/2024 by MarketBeat.com Staff

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