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 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
25+ 1.1% |
$2.55K - $2.76K
|
2.29K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25+ 0.35% |
$2.55K - $2.76K
|
7.07K
$784K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
24+ 0.32% |
$2.44K - $2.65K
|
7.52K
$834K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 0.65% |
$2.34K - $2.53K
|
3.59K
$398K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20+ 0.49% |
$2.04K - $2.2K
|
4.07K
$452K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
20+ 0.12% |
$2.04K - $2.2K
|
16.1K
$1.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
19+ 0.3% |
$1.93K - $2.09K
|
6.26K
$693K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19+ 0.45% |
$1.93K - $2.09K
|
4.26K
$472K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
18+ 0.18% |
$1.83K - $1.98K
|
9.79K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.59% |
$1.83K - $1.98K
|
3.07K
$340K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.75% |
$1.83K - $1.98K
|
2.42K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
17+ 0.25% |
$1.73K - $1.87K
|
6.85K
$759K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17+ 0.77% |
$1.73K - $1.87K
|
2.22K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16New |
$1.63K - $1.76K
|
16
$1.77K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
16+ 0.31% |
$1.63K - $1.76K
|
5.17K
$573K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 0.8% |
$1.43K - $1.54K
|
1.77K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.68% |
$1.43K - $1.54K
|
2.07K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.43K - $1.54K
|
14
$1.55K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.44% |
$1.43K - $1.54K
|
3.21K
$355K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.37% |
$1.12K - $1.21K
|
2.97K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.23% |
$1.12K - $1.21K
|
4.85K
$537K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
10+ 0.19% |
$1.02K - $1.1K
|
5.32K
$590K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.34% |
$1.02K - $1.1K
|
2.94K
$325K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$1.02K - $1.1K
|
6.34K
$702K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8+ 0.23% |
$814 - $882
|
3.45K
$383K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
8+ 0.26% |
$814 - $882
|
3.05K
$338K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.17% |
$509 - $551
|
2.93K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.21% |
$509 - $551
|
2.36K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$509 - $551
|
2.97K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.15% |
$509 - $551
|
3.39K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.19% |
$509 - $551
|
2.59K
$287K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$509 - $551
|
5
$554
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.77% |
$407 - $441
|
525
$58.2K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.73% |
$407 - $441
|
553
$61.3K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.72% |
$407 - $441
|
558
$61.9K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.7% |
$407 - $441
|
576
$63.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.13% |
$407 - $441
|
3.12K
$346K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.16% |
$407 - $441
|
2.58K
$286K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3+ 0.16% |
$305 - $331
|
1.91K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.08% |
$305 - $331
|
3.99K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.02% |
$305 - $331
|
13.6K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$204 - $220
|
8.74K
$969K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$204 - $220
|
2.21K
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$102 - $110
|
2.01K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.16% |
$102 - $110
|
639
$70.8K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.79% |
$102 - $110
|
128
$14.2K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.13% |
$102 - $110
|
773
$85.7K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.31% |
$102 - $110
|
322
$35.7K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.28K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$102 - $110
|
240
$26.6K
|