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iShares Core Dividend ETF (DIVB) Institutional Ownership

iShares Core Dividend ETF logo
$49.92 +0.11 (+0.22%)
(As of 11/13/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core Dividend ETF (BATS:DIVB)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$98.49M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$27.89M
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DIVB Institutional Buying and Selling by Quarter

iShares Core Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024CreativeOne Wealth LLC17,591$852K0.0%N/A0.223%
11/13/2024FMR LLC2,601$126K0.0%+23.9%0.033%
11/12/2024Larson Financial Group LLC26,728$1.30M0.1%+17.4%0.338%
11/12/2024 Kingsview Wealth Management LLC9,238$448K0.0%+5.7%0.117%
11/8/2024 Segall Bryant & Hamill LLC529,863$25.67M0.4%N/A6.707%
11/6/2024 KPP Advisory Services LLC21,230$1.03M0.2%N/A0.269%
11/6/2024 Oppenheimer & Co. Inc.13,792$668K0.0%N/A0.175%
11/1/2024 Galvin Gaustad & Stein LLC35,262$1.71M0.2%+24.9%0.446%
11/1/2024 Verity Asset Management Inc.74,591$3.61M1.4%N/A0.944%
10/29/2024 Princeton Global Asset Management LLC18,997$920K0.2%+68.0%0.240%
10/28/2024 Focus Financial Network Inc.8,149$395K0.0%-15.1%0.103%
10/28/2024 US Bancorp DE3,630$176K0.0%+267.8%0.046%
10/25/2024 Financial Advocates Investment Management14,523$704K0.0%-47.8%0.184%
10/25/2024 Tandem Capital Management Corp ADV10,205$494K0.2%+2.3%0.129%
10/25/2024 Walter & Keenan Wealth Management LLC IN ADV4,500$218K0.1%N/A0.057%
10/24/2024 Valley National Advisers Inc.2,295$110K0.0%+353.6%0.029%
10/23/2024 Tandem Capital Management Corp ADV11,250$501K0.3%+12.7%0.142%
10/22/2024 Private Advisor Group LLC6,450$313K0.0%N/A0.082%
10/22/2024 Tempus Wealth Planning LLC19,474$944K0.3%+2.0%0.247%
10/17/2024 Claro Advisors LLC11,513$558K0.1%+75.3%0.146%
10/17/2024 TruWealth Advisors LLC4,235$205K0.0%N/A0.054%
10/9/2024 Foguth Wealth Management LLC.321,447$15.55M5.6%+57.2%4.069%
9/5/2024Sanctuary Advisors LLC36,836$1.58M0.0%N/A0.466%
8/22/2024Cetera Investment Advisers119,688$5.30M0.0%+77.6%1.515%
8/16/2024MidWestOne Financial Group Inc.64,710$2.86M0.5%+15.3%0.819%
8/8/2024 Envestnet Asset Management Inc.72,634$3.21M0.0%-7.5%0.919%
8/2/2024Larson Financial Group LLC22,771$1.01M0.1%N/A0.288%
8/2/2024 Founders Financial Securities LLC5,013$222K0.0%N/A0.063%
8/1/2024 Claro Advisors LLC6,566$290K0.0%N/A0.083%
7/31/2024 Taylor Financial Group Inc.48,515$2.15M1.6%+9.5%0.614%
7/31/2024Commonwealth Equity Services LLC34,164$1.51M0.0%+20.1%0.432%
7/31/2024 IFG Advisory LLC276,505$12.23M0.8%N/A3.500%
7/30/2024 Key Financial Inc4,693$208K0.0%N/A0.059%
7/29/2024 Financial Advocates Investment Management27,833$1.23M0.1%+308.0%0.352%
7/26/2024 Breakwater Capital Group42,984$1.90M0.4%+7.6%0.544%
7/26/2024 Cambridge Investment Research Advisors Inc.38,498$1.70M0.0%+52.3%0.487%
7/25/2024 Tempus Wealth Planning LLC19,085$844K0.4%-7.0%0.242%
7/22/2024 Atria Wealth Solutions Inc.21,083$933K0.0%+1.8%0.267%
7/20/2024Continuum Advisory LLC16,627$736K0.1%+2.6%0.210%
7/20/2024Raymond James Financial Services Advisors Inc.441,977$19.55M0.0%+5.1%5.595%
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7/19/2024 Western Wealth Management LLC15,780$698K0.1%+6.6%0.200%
7/16/2024 Wealth Enhancement Advisory Services LLC13,123$581K0.0%+77.5%0.166%
7/16/2024 Foguth Wealth Management LLC.204,458$9.05M4.0%+414.3%2.588%
7/11/2024 U.S. Capital Wealth Advisors LLC8,944$396K0.0%+8.5%0.113%
7/11/2024 Cedar Mountain Advisors LLC95,310$4.22M1.0%+1.9%1.206%
7/10/2024Csenge Advisory Group6,773$300K0.0%N/A0.086%
7/8/2024 Tandem Capital Management Corp ADV9,980$439K0.2%-11.3%0.126%
5/24/2024Cetera Advisors LLC61,467$2.74M0.0%N/A0.778%
5/24/2024Cetera Investment Advisers67,398$3.00M0.0%N/A0.853%
5/17/2024 Tandem Capital Management Corp ADV11,250$501K0.3%+3.5%0.142%
5/9/2024 Kingsview Wealth Management LLC9,694$431K0.0%+4.1%0.123%
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%
4/23/2024Raymond 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%
2/20/2024 Taylor 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%
2/9/2024 Corient 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%
2/8/2024 Kingsview Wealth Management LLC9,310$382K0.0%-14.0%0.140%
2/7/2024 Principal Securities Inc.3,741$154K0.0%N/A0.056%
2/6/2024 RMR Wealth Builders10,420$428K0.1%-53.1%0.157%
2/6/2024 Family Asset Management LLC11,224$461K0.3%+606.4%0.169%
2/6/2024 U.S. Capital Wealth Advisors LLC8,247$339K0.0%N/A0.124%
2/1/2024 Element 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%
1/29/2024Tennessee 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%
1/16/2024Raymond James Financial Services Advisors Inc.763,366$31.34M0.1%+9.6%11.479%
1/16/2024 CoreCap Advisors LLC5,203$214K0.0%N/A0.078%
1/11/2024 Galvin Gaustad & Stein LLC23,825$978K0.1%+8.8%0.358%
11/16/2023Advisors Capital Management LLC137,292$5.11M0.1%N/A2.065%
11/15/2023 WealthPlan Investment Management LLC7,549$281K0.0%N/A0.114%
11/14/2023Tower Research Capital LLC TRC15,451$575K0.0%+43.0%0.232%
11/13/2023 LPL 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%
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11/8/2023J.P. Morgan Private Wealth Advisors LLC6,857$255K0.0%-46.2%0.103%
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%
11/4/2023 Corient Private Wealth LLC714,898$26.62M0.1%-29.2%10.750%
11/2/2023 Family Asset Management LLC1,589$59K0.0%-26.1%0.024%
11/2/2023 WealthPlan Investment Management LLC7,549$281K0.0%N/A0.114%
10/31/2023 Tranquility 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%
(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, 86 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), Segall Bryant & Hamill LLC ($25.67M), Raymond James Financial Services Advisors Inc. ($19.55M), Foguth Wealth Management LLC. ($15.55M), IFG Advisory LLC ($12.23M), and LPL Financial LLC ($9.19M).Learn more on DIVB's institutional investors.

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

Of the 74 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. ($774.49K), Segall Bryant & Hamill LLC ($529.86K), Foguth Wealth Management LLC. ($321.45K), IFG Advisory LLC ($276.51K), PFG Private Wealth Management LLC ($196.24K), Advisors Capital Management LLC ($137.29K), and Cetera Investment Advisers ($119.69K).

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

Institutional investors have bought a total of 3,256,784 shares in the last 24 months. This purchase volume represents approximately $138.08M in transactions.

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

Of the 27 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: 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), First Republic Investment Management Inc. ($31.75K), and Financial Advocates Investment Management ($19.21K).

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

Institutional investors have sold a total of 1,117,981 shares in the last 24 months. This volume of shares sold represents approximately $46.02M in transactions.


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This page (BATS:DIVB) was last updated on 11/14/2024 by MarketBeat.com Staff
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