Purchases and Sales Made in Q1 2023 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
225
New
$21.9K - $24K
225 $25.5K
May 08, 2023 Q1 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
222
+ 1.58%
$21.6K - $23.7K
14.3K $1.62M
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
222
+ 7.19%
$21.6K - $23.7K
3.31K $376K
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
220
+ 2.19%
$21.4K - $23.5K
10.3K $1.17M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
216
New
$21K - $23K
216 $24.5K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
213
+ 2.59%
$20.7K - $22.7K
8.43K $957K
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
212
New
$20.6K - $22.6K
212 $24.1K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
207
+ 4.1%
$20.1K - $22.1K
5.26K $597K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
191
+ 72.9%
$18.6K - $20.4K
453 $51.4K
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
183
+ 3.07%
$17.8K - $19.5K
6.14K $697K
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
162
+ 1.05%
$15.8K - $17.3K
15.5K $1.76M
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
159
New
$15.5K - $17K
159 $18K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
154
+ 2.07%
$15K - $16.4K
7.59K $861K
May 11, 2023 Q1 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
154
+ 0.95%
$15K - $16.4K
16.3K $1.85M
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
152
+ 4.4%
$14.8K - $16.2K
3.61K $409K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
150
+ 0.68%
$14.6K - $16K
22.2K $2.52M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
140
New
$13.6K - $14.9K
140 $15.9K
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
138
New
$13.4K - $14.7K
138 $15.7K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
136
+ 8.09%
$13.2K - $14.5K
1.82K $206K
Apr 20, 2023 Q1 2023
Hfg Advisors, Inc.

BUY
 -
135
+ 0.66%
$13.1K - $14.4K
20.4K $2.32M
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
131
+ 0.36%
$12.7K - $14K
36.6K $4.16M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
120
+ 148.15%
$11.7K - $12.8K
201 $22.8K
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
113
+ 2.3%
$11K - $12.1K
5.02K $570K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
108
+ 23.95%
$10.5K - $11.5K
559 $63.4K
May 12, 2023 Q1 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
99
+ 0.91%
$9.63K - $10.6K
11K $1.24M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
86
+ 2.96%
$8.36K - $9.17K
2.99K $340K
May 12, 2023 Q1 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
83
+ 0.73%
$8.07K - $8.85K
11.5K $1.3M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
80
+ 0.59%
$7.78K - $8.53K
13.7K $1.55M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
77
+ 0.2%
$7.49K - $8.21K
38.3K $4.35M
Apr 25, 2023 Q1 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
75
+ 0.59%
$7.29K - $8K
12.7K $1.44M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
67
New
$6.51K - $7.15K
67 $7.6K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
65
+ 2.18%
$6.32K - $6.93K
3.05K $346K
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
65
+ 1.06%
$6.32K - $6.93K
6.22K $706K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
60
+ 6.43%
$5.83K - $6.4K
993 $113K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
56
+ 4.09%
$5.44K - $5.97K
1.43K $162K
Apr 21, 2023 Q1 2023
Cardinal Strategic Wealth Guidance

BUY
 -
56
New
$5.44K - $5.97K
56 $6.36K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
53
+ 1.28%
$5.15K - $5.65K
4.19K $475K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
49
New
$4.76K - $5.23K
49 $5.56K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
46
+ 0.23%
$4.47K - $4.91K
19.8K $2.24M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
43
+ 1.56%
$4.18K - $4.59K
2.8K $318K
May 11, 2023 Q1 2023
Madrona Financial Services, LLC

BUY
 -
41
+ 1.05%
$3.99K - $4.37K
3.93K $446K
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
40
+ 0.48%
$3.89K - $4.27K
8.42K $955K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
40
+ 0.34%
$3.89K - $4.27K
11.7K $1.33M
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
40
+ 0.83%
$3.89K - $4.27K
4.86K $551K
May 12, 2023 Q1 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
38
+ 0.98%
$3.69K - $4.05K
3.93K $446K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
34
New
$3.31K - $3.63K
34 $3.86K
May 01, 2023 Q1 2023
Wolff Financial Management LLC

BUY
 -
30
+ 0.08%
$2.92K - $3.2K
35.9K $4.08M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
30
New
$2.92K - $3.2K
30 $3.41K
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
29
+ 0.78%
$2.82K - $3.09K
3.75K $425K

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