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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
638+ 2.34% |
$64.9K - $70.3K
|
27.9K
$3.1M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
626+ 5.44% |
$63.7K - $69K
|
12.1K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
622+ 2.97% |
$63.3K - $68.6K
|
21.6K
$2.39M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
609+ 11.76% |
$62K - $67.1K
|
5.79K
$642K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
596+ 18.72% |
$60.7K - $65.7K
|
3.78K
$419K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
587+ 265.61% |
$59.8K - $64.7K
|
808
$89.6K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
545+ 6.29% |
$55.5K - $60.1K
|
9.21K
$1.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
536+ 2.97% |
$54.6K - $59.1K
|
18.6K
$2.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
520+ 2.36% |
$52.9K - $57.3K
|
22.6K
$2.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
520+ 15.2% |
$52.9K - $57.3K
|
3.94K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
497+ 2.22% |
$50.6K - $54.8K
|
22.9K
$2.54M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
480+ 15.89% |
$48.9K - $52.9K
|
3.5K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
477+ 4.72% |
$48.6K - $52.6K
|
10.6K
$1.17M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
466+ 3.31% |
$47.4K - $51.4K
|
14.5K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
463+ 11.56% |
$47.1K - $51K
|
4.47K
$495K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
436+ 10.94% |
$44.4K - $48.1K
|
4.42K
$490K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
435+ 1.96% |
$44.3K - $47.9K
|
22.6K
$2.51M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
415New |
$42.2K - $45.7K
|
415
$46K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
412+ 1.19% |
$41.9K - $45.4K
|
35.1K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
408+ 1.51% |
$41.5K - $45K
|
27.4K
$3.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
404+ 104.12% |
$41.1K - $44.5K
|
792
$87.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
400+ 5.31% |
$40.7K - $44.1K
|
7.93K
$879K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
399+ 7.54% |
$40.6K - $44K
|
5.69K
$631K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
360+ 3.8% |
$36.6K - $39.7K
|
9.82K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
358+ 1052.94% |
$36.4K - $39.5K
|
392
$43.5K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
350+ 4.7% |
$35.6K - $38.6K
|
7.8K
$864K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
341+ 12.32% |
$34.7K - $37.6K
|
3.11K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
338+ 2.17% |
$34.4K - $37.3K
|
15.9K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
313+ 15.06% |
$31.9K - $34.5K
|
2.39K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
296+ 10.1% |
$30.1K - $32.6K
|
3.23K
$358K
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
290+ 1.71% |
$29.5K - $32K
|
17.3K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
285+ 5.26% |
$29K - $31.4K
|
5.7K
$632K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
281+ 1.54% |
$28.6K - $31K
|
18.6K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
279+ 7.13% |
$28.4K - $30.7K
|
4.19K
$465K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
279+ 10.0% |
$28.4K - $30.7K
|
3.07K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
277+ 5.57% |
$28.2K - $30.5K
|
5.25K
$582K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
275+ 11.2% |
$28K - $30.3K
|
2.73K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
265+ 4.63% |
$27K - $29.2K
|
5.99K
$664K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
233+ 3.58% |
$23.7K - $25.7K
|
6.74K
$747K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
229+ 1.9% |
$23.3K - $25.2K
|
12.3K
$1.36M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
229+ 2.56% |
$23.3K - $25.2K
|
9.16K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
223+ 8.89% |
$22.7K - $24.6K
|
2.73K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
206+ 24.26% |
$21K - $22.7K
|
1.06K
$117K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200+ 1.44% |
$20.4K - $22K
|
14.1K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
198+ 17.73% |
$20.2K - $21.8K
|
1.32K
$146K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
191+ 1.48% |
$19.4K - $21.1K
|
13.1K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
191+ 14.75% |
$19.4K - $21.1K
|
1.49K
$165K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
189+ 33.69% |
$19.2K - $20.8K
|
750
$83.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
188+ 0.18% |
$19.1K - $20.7K
|
102K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
186+ 1.26% |
$18.9K - $20.5K
|
14.9K
$1.65M
|