Purchases and Sales Made in Q1 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-932- 7.47% |
$94.9K - $103K
|
11.6K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-933- 0.77% |
$95K - $103K
|
120K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-939- 6.3% |
$95.6K - $103K
|
14K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-995- 19.7% |
$101K - $110K
|
4.06K
$450K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1K- 11.83% |
$102K - $110K
|
7.46K
$826K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1K- 25.74% |
$102K - $110K
|
2.89K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.03K- 2.81% |
$105K - $114K
|
35.7K
$3.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.05K- 6.3% |
$107K - $116K
|
15.6K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.05K- 19.19% |
$107K - $116K
|
4.44K
$492K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.07K- 9.95% |
$109K - $118K
|
9.65K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.09K- 21.9% |
$111K - $120K
|
3.9K
$432K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.1K- 25.56% |
$112K - $122K
|
3.22K
$356K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.11K- 1.45% |
$113K - $123K
|
75.5K
$8.37M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.12K- 12.14% |
$114K - $123K
|
8.07K
$895K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.12K- 7.83% |
$114K - $123K
|
13.1K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 3.49% |
$120K - $130K
|
32.7K
$3.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.19K- 13.05% |
$121K - $131K
|
7.93K
$879K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.23K- 3.27% |
$125K - $135K
|
36.2K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.23K- 2.03% |
$125K - $135K
|
59.1K
$6.56M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.28K- 14.58% |
$131K - $141K
|
7.51K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 2.88% |
$134K - $145K
|
44.4K
$4.93M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.33K- 13.7% |
$135K - $146K
|
8.37K
$927K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.35K- 32.17% |
$137K - $148K
|
2.84K
$314K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 0.28% |
$138K - $149K
|
479K
$53.1M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.49K- 8.3% |
$152K - $165K
|
16.5K
$1.83M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.5K- 23.4% |
$153K - $166K
|
4.92K
$546K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 10.78% |
$156K - $168K
|
12.6K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.56K- 5.4% |
$159K - $172K
|
27.4K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.57K- 5.44% |
$160K - $173K
|
27.3K
$3.03M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.6K- 13.71% |
$162K - $176K
|
10K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.61K- 37.71% |
$164K - $177K
|
2.66K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.64K- 0.79% |
$167K - $181K
|
206K
$22.9M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.64K- 16.65% |
$167K - $181K
|
8.23K
$912K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.67K- 8.26% |
$170K - $184K
|
18.5K
$2.05M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.7K- 5.16% |
$173K - $187K
|
31.2K
$3.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.74K- 5.9% |
$177K - $191K
|
27.7K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.83K- 9.81% |
$186K - $201K
|
16.8K
$1.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.88K- 35.46% |
$191K - $207K
|
3.41K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.9K- 1.16% |
$193K - $209K
|
162K
$17.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.92K- 1.45% |
$195K - $211K
|
130K
$14.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.93K- 32.14% |
$196K - $212K
|
4.07K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.94K- 3.57% |
$197K - $213K
|
52.3K
$5.79M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2K- 19.01% |
$203K - $220K
|
8.5K
$942K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.03K- 3.22% |
$207K - $224K
|
61K
$6.77M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.11K- 18.49% |
$215K - $233K
|
9.31K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.12K- 12.0% |
$216K - $234K
|
15.6K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.19K- 2.63% |
$222K - $241K
|
80.8K
$8.96M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.2K- 2.41% |
$224K - $243K
|
89.4K
$9.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.27K- 42.51% |
$231K - $250K
|
3.07K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.28K- 14.74% |
$232K - $251K
|
13.2K
$1.46M
|