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UMB Bank’s iShares Core Dividend ETF DIVB Stock Holding History

UMB Bank’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$17.7K – 2159
2024
Q2 		$17.7K Hold
400
– – ﹤0.01% 1104
2024
Q1 		$17.8K Hold
400
– – ﹤0.01% 1119
2023
Q4 		$16.4K Hold
400
– – ﹤0.01% 1132
2023
Q3 		$14.9K Hold
400
– – ﹤0.01% 1155
2023
Q2 		$15.3K Hold
400
– – ﹤0.01% 1162
2023
Q1 		$14.9K Hold
400
– – ﹤0.01% 1177
2022
Q4 		$15K Hold
400
– – ﹤0.01% 1181
2022
Q3 		$14K Hold
400
– – ﹤0.01% 1208
2022
Q2 		$15K Hold
400
– – ﹤0.01% 1266
2022
Q1 		$17K Buy
+400
New +$16.6K ﹤0.01% 1305

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UMB Bank's DIVB Position: Q3 2024 in Review

UMB Bank sold out of iShares Core Dividend ETF (DIVB) in Q3 2024, closing a stake of 400 shares — an estimated $17.7K sold.

UMB Bank first reported a position in DIVB in Q1 2022 and held it in 10 quarters. The position peaked at $17.8K in Q1 2024. 99 funds tracked by Wall St. Rank hold DIVB as of Q3 2024.

  • UMB Bank reported no remaining iShares Core Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • UMB Bank sold 400 iShares Core Dividend ETF shares in Q3 2024, an estimated $17.7K.
  • UMB Bank first reported a position in iShares Core Dividend ETF in Q1 2022 and held it in 10 quarters.
  • UMB Bank's iShares Core Dividend ETF position peaked at $17.8K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2024.

Based on UMB Bank's 13F filing for Q3 2024, filed 9 Oct 2024.