Purchases and Sales Made in Q2 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 Q2 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
Aug 02, 2023 Q2 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
1.12M
+ 2786.65%
$109M - $117M
1.16M $131M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
478K
+ 90.76%
$46.6M - $49.9M
1M $114M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
325K
+ 475.45%
$31.7M - $33.9M
393K $44.6M
Aug 14, 2023 Q2 2023
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
234K
+ 3034.04%
$22.8M - $24.4M
241K $27.4M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
181K
+ 5744.53%
$17.6M - $18.8M
184K $20.9M
Aug 03, 2023 Q2 2023
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
153K
New
$15M - $16M
153K $17.4M
Jul 28, 2023 Q2 2023
Townsend & Associates, Inc

BUY
 -
105K
+ 110.17%
$10.3M - $11M
201K $22.8M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
90.8K
New
$8.86M - $9.47M
90.8K $10.3M
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

BUY
 -
90.1K
New
$8.79M - $9.4M
90.1K $10.2M
Aug 14, 2023 Q2 2023
Fayez Sarofim & CO

Houston, TX
BUY
 -
86K
New
$8.39M - $8.97M
86K $9.76M
Jul 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
45.1K
New
$4.4M - $4.7M
45.1K $5.12M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
45K
+ 32.19%
$4.38M - $4.69M
185K $21M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
40.6K
+ 569.63%
$3.96M - $4.24M
47.8K $5.42M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
39.4K
New
$3.85M - $4.11M
39.4K $4.48M
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
37.5K
New
$3.66M - $3.91M
37.5K $4.25M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
36.5K
+ 77.28%
$3.56M - $3.81M
83.8K $9.51M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
35K
+ 182.33%
$3.41M - $3.65M
54.2K $6.15M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
34.2K
+ 9.1%
$3.34M - $3.57M
410K $46.5M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
33.8K
+ 20.84%
$3.29M - $3.52M
196K $22.2M
Aug 10, 2023 Q2 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
31.9K
+ 195.69%
$3.11M - $3.33M
48.2K $5.47M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
27.7K
+ 8.61%
$2.7M - $2.89M
350K $39.7M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
23.1K
+ 2.39%
$2.25M - $2.41M
990K $112M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
21.8K
+ 18.45%
$2.12M - $2.27M
140K $15.9M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
20.2K
+ 45.14%
$1.97M - $2.11M
65K $7.38M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
18.3K
+ 10.23%
$1.79M - $1.91M
197K $22.4M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
17.6K
+ 27.85%
$1.72M - $1.84M
80.9K $9.18M
Jul 25, 2023 Q2 2023
Straight Path Wealth Management

BUY
 -
16K
New
$1.56M - $1.67M
16K $1.81M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
15.3K
+ 122.46%
$1.49M - $1.6M
27.8K $3.16M
Aug 08, 2023 Q2 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
15.1K
+ 7.17%
$1.47M - $1.57M
225K $25.5M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
12.6K
+ 7.78%
$1.23M - $1.31M
175K $19.8M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
11.6K
+ 158.87%
$1.13M - $1.21M
18.9K $2.14M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
11.5K
+ 3.37%
$1.12M - $1.2M
351K $39.9M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
11.5K
+ 219.92%
$1.12M - $1.2M
16.7K $1.89M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
11.2K
+ 23.03%
$1.09M - $1.17M
59.8K $6.78M
Jul 27, 2023 Q2 2023
Gds Wealth Management

BUY
 -
11K
+ 6.65%
$1.07M - $1.15M
176K $20M
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
10.9K
New
$1.07M - $1.14M
10.9K $1.24M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
10.7K
+ 49.6%
$1.04M - $1.11M
32.1K $3.65M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
10.3K
New
$1.01M - $1.08M
10.3K $1.17M
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
9.7K
+ 150.21%
$946K - $1.01M
16.2K $1.83M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
9.46K
+ 18.63%
$923K - $987K
60.2K $6.84M
Aug 14, 2023 Q2 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
9.43K
New
$919K - $983K
9.43K $1.07M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
9.04K
+ 4496.02%
$881K - $943K
9.24K $1.05M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.96K
+ 0.52%
$874K - $934K
1.73M $196M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
8.05K
New
$785K - $839K
8.05K $913K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.93K
+ 4.9%
$774K - $828K
170K $19.3M
Aug 11, 2023 Q2 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
7.68K
New
$749K - $801K
7.68K $871K
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
7.11K
New
$693K - $741K
7.11K $807K
Aug 07, 2023 Q2 2023
Human Investing LLC

BUY
 -
6.94K
New
$677K - $724K
6.94K $788K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.57K
+ 1.72%
$641K - $686K
389K $44.1M

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