Purchases and Sales Made in Q2 2023 in Ishares Core High Dividend ETF (HDV)
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 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
598+ 23.41% |
$58.3K - $62.4K
|
3.15K
$358K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
576+ 22.83% |
$56.2K - $60.1K
|
3.1K
$352K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
576+ 5.25% |
$56.2K - $60.1K
|
11.5K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
568+ 0.19% |
$55.4K - $59.2K
|
300K
$34M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
553+ 0.54% |
$53.9K - $57.7K
|
104K
$11.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
506+ 0.61% |
$49.4K - $52.8K
|
83.2K
$9.45M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
505New |
$49.3K - $52.7K
|
505
$57.3K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
504+ 7.92% |
$49.2K - $52.6K
|
6.87K
$780K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
500+ 9.71% |
$48.8K - $52.2K
|
5.65K
$641K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500+ 1.37% |
$48.8K - $52.2K
|
37K
$4.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
498+ 2.17% |
$48.6K - $51.9K
|
23.4K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
492+ 9.36% |
$48K - $51.3K
|
5.75K
$653K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
473+ 473.0% |
$46.1K - $49.3K
|
573
$65K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
461+ 3.57% |
$45K - $48.1K
|
13.4K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
460+ 3.36% |
$44.9K - $48K
|
14.1K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
450+ 17.23% |
$43.9K - $46.9K
|
3.06K
$348K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
436+ 8.33% |
$42.5K - $45.5K
|
5.67K
$643K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
433+ 8.17% |
$42.2K - $45.2K
|
5.73K
$650K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
422+ 3.98% |
$41.2K - $44K
|
11K
$1.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
417New |
$40.7K - $43.5K
|
417
$47.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
417+ 0.18% |
$40.7K - $43.5K
|
234K
$26.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
398+ 2.42% |
$38.8K - $41.5K
|
16.9K
$1.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
382+ 7.19% |
$37.3K - $39.8K
|
5.7K
$647K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
375+ 6.11% |
$36.6K - $39.1K
|
6.52K
$740K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
356New |
$34.7K - $37.1K
|
356
$40.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
350New |
$34.1K - $36.5K
|
350
$39.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
346+ 7.35% |
$33.7K - $36.1K
|
5.05K
$574K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
343+ 4.52% |
$33.5K - $35.8K
|
7.93K
$900K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
329+ 3.2% |
$32.1K - $34.3K
|
10.6K
$1.2M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
328+ 2.43% |
$32K - $34.2K
|
13.9K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
304New |
$29.7K - $31.7K
|
304
$34.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
285+ 5.06% |
$27.8K - $29.7K
|
5.92K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
270New |
$26.3K - $28.2K
|
270
$30.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
267+ 0.33% |
$26K - $27.8K
|
80.5K
$9.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
258New |
$25.2K - $26.9K
|
258
$29.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
256+ 2.4% |
$25K - $26.7K
|
10.9K
$1.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
248+ 0.75% |
$24.2K - $25.9K
|
33.4K
$3.79M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
244+ 0.51% |
$23.8K - $25.4K
|
47.6K
$5.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
233+ 0.21% |
$22.7K - $24.3K
|
109K
$12.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
226+ 1.77% |
$22K - $23.6K
|
13K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
225+ 0.2% |
$21.9K - $23.5K
|
112K
$12.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
225+ 1.3% |
$21.9K - $23.5K
|
17.6K
$1.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
224+ 1.22% |
$21.8K - $23.4K
|
18.7K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
222+ 0.86% |
$21.7K - $23.2K
|
26.1K
$2.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
215+ 5.57% |
$21K - $22.4K
|
4.07K
$462K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
204+ 7.31% |
$19.9K - $21.3K
|
2.99K
$340K
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
202+ 5.53% |
$19.7K - $21.1K
|
3.85K
$437K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
200+ 157.48% |
$19.5K - $20.9K
|
327
$37.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
190New |
$18.5K - $19.8K
|
190
$21.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
188+ 8.13% |
$18.3K - $19.6K
|
2.5K
$284K
|