Purchases and Sales Made in Q1 2023 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE HIGH DIVIDEND ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.48M+ 2028.15% |
$144M - $158M
|
1.55M
$176M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
194KNew |
$18.9M - $20.7M
|
194K
$22M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
134KNew |
$13M - $14.3M
|
134K
$15.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
128K+ 254.8% |
$12.5M - $13.7M
|
179K
$20.3M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
108K+ 50.37% |
$10.5M - $11.5M
|
322K
$36.6M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
95.1K+ 799.1% |
$9.25M - $10.1M
|
107K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
93.5KNew |
$9.09M - $9.98M
|
93.5K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
79K+ 26.02% |
$7.68M - $8.42M
|
382K
$43.4M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76.9K+ 25.75% |
$7.48M - $8.2M
|
376K
$42.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
68.3KNew |
$6.64M - $7.29M
|
68.3K
$7.76M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
55.9K+ 52.65% |
$5.43M - $5.96M
|
162K
$18.4M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
50KNew |
$4.86M - $5.33M
|
50K
$5.68M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47.1K+ 2272.07% |
$4.58M - $5.02M
|
49.2K
$5.58M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
46.1K+ 1872.59% |
$4.48M - $4.92M
|
48.6K
$5.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.4K+ 16.97% |
$4.41M - $4.84M
|
313K
$35.5M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
45K+ 27.31% |
$4.38M - $4.8M
|
210K
$23.8M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.2K+ 4.45% |
$4M - $4.39M
|
967K
$110M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
40.5KNew |
$3.94M - $4.32M
|
40.5K
$4.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
37.6K+ 225.49% |
$3.66M - $4.01M
|
54.3K
$6.16M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
36.1K+ 1346.19% |
$3.51M - $3.85M
|
38.8K
$4.4M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
35.8K+ 596.96% |
$3.48M - $3.82M
|
41.8K
$4.74M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
33.1KNew |
$3.22M - $3.53M
|
33.1K
$3.76M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.8K+ 155.49% |
$2.8M - $3.07M
|
47.3K
$5.36M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
25KNew |
$2.43M - $2.67M
|
25K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24.4KNew |
$2.37M - $2.6M
|
24.4K
$2.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.2K+ 10.5% |
$2.16M - $2.37M
|
234K
$26.5M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.5KNew |
$2.09M - $2.29M
|
21.5K
$2.44M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
21.3K+ 32.27% |
$2.07M - $2.27M
|
87.4K
$9.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.6K+ 36.2% |
$2M - $2.2M
|
77.5K
$8.8M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.1K+ 27.49% |
$1.95M - $2.14M
|
93.1K
$10.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
19.5KNew |
$1.9M - $2.08M
|
19.5K
$2.21M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.1K+ 6.95% |
$1.66M - $1.82M
|
262K
$29.8M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16.5K+ 192.75% |
$1.6M - $1.76M
|
25K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 1.8% |
$1.58M - $1.74M
|
920K
$104M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.6K+ 3.09% |
$1.52M - $1.67M
|
521K
$59.1M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.1K+ 49.25% |
$1.37M - $1.5M
|
42.7K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
14K+ 17.16% |
$1.36M - $1.49M
|
95.7K
$10.9M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.5KNew |
$1.32M - $1.44M
|
13.5K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.4K+ 96.27% |
$1.3M - $1.43M
|
27.3K
$3.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.2KNew |
$1.28M - $1.4M
|
13.2K
$1.49M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
13.2K+ 46.74% |
$1.28M - $1.4M
|
41.3K
$4.69M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$1.19M - $1.3M
|
12.2K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
12KNew |
$1.17M - $1.28M
|
12K
$1.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
11.7K+ 17.12% |
$1.14M - $1.25M
|
80.2K
$9.11M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
10.5K+ 13.4% |
$1.02M - $1.12M
|
88.7K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10.4K+ 14.3% |
$1.01M - $1.11M
|
83.2K
$9.45M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.57K+ 4.06% |
$931K - $1.02M
|
245K
$27.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.06K+ 7.11% |
$880K - $966K
|
136K
$15.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
9K+ 14.29% |
$875K - $960K
|
72K
$8.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
8.42K+ 15.52% |
$818K - $898K
|
62.6K
$7.11M
|