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 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
26+ 0.76% |
$2.65K - $2.87K
|
3.46K
$402K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
26+ 0.12% |
$2.65K - $2.87K
|
21.1K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25+ 0.35% |
$2.55K - $2.76K
|
7.07K
$823K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
25+ 1.1% |
$2.55K - $2.76K
|
2.29K
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
25+ 0.66% |
$2.55K - $2.76K
|
3.83K
$445K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 0.19% |
$2.55K - $2.76K
|
13.1K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
24+ 0.32% |
$2.44K - $2.65K
|
7.52K
$874K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 0.65% |
$2.34K - $2.53K
|
3.59K
$417K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20+ 0.49% |
$2.04K - $2.2K
|
4.07K
$474K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
20+ 0.12% |
$2.04K - $2.2K
|
16.1K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19+ 0.45% |
$1.93K - $2.09K
|
4.26K
$495K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
19+ 0.3% |
$1.93K - $2.09K
|
6.26K
$727K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.59% |
$1.83K - $1.98K
|
3.07K
$357K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
18+ 0.18% |
$1.83K - $1.98K
|
9.79K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.75% |
$1.83K - $1.98K
|
2.42K
$282K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17+ 0.77% |
$1.73K - $1.87K
|
2.22K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
17+ 0.25% |
$1.73K - $1.87K
|
6.85K
$796K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
16+ 0.31% |
$1.63K - $1.76K
|
5.17K
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16New |
$1.63K - $1.76K
|
16
$1.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.44% |
$1.43K - $1.54K
|
3.21K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.68% |
$1.43K - $1.54K
|
2.07K
$241K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.43K - $1.54K
|
14
$1.63K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 0.8% |
$1.43K - $1.54K
|
1.77K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.37% |
$1.12K - $1.21K
|
2.97K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.23% |
$1.12K - $1.21K
|
4.85K
$564K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
10+ 0.19% |
$1.02K - $1.1K
|
5.32K
$619K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$1.02K - $1.1K
|
6.34K
$737K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.34% |
$1.02K - $1.1K
|
2.94K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
8+ 0.26% |
$814 - $882
|
3.05K
$354K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8+ 0.23% |
$814 - $882
|
3.45K
$402K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$509 - $551
|
2.97K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.15% |
$509 - $551
|
3.39K
$394K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.17% |
$509 - $551
|
2.93K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.21% |
$509 - $551
|
2.36K
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.19% |
$509 - $551
|
2.59K
$301K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$509 - $551
|
5
$581
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.72% |
$407 - $441
|
558
$64.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.77% |
$407 - $441
|
525
$61.1K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.7% |
$407 - $441
|
576
$67K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.73% |
$407 - $441
|
553
$64.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.13% |
$407 - $441
|
3.12K
$363K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.16% |
$407 - $441
|
2.58K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.02% |
$305 - $331
|
13.6K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3+ 0.16% |
$305 - $331
|
1.91K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.08% |
$305 - $331
|
3.99K
$464K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$204 - $220
|
2.21K
$257K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$204 - $220
|
8.74K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$102 - $110
|
240
$27.9K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.28K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.79% |
$102 - $110
|
128
$14.9K
|