Purchases and Sales Made in Q2 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-453- 7.77% |
$48K - $50.6K
|
5.38K
$596K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-465- 18.6% |
$49.2K - $51.9K
|
2.04K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-478- 1.17% |
$50.6K - $53.4K
|
40.4K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-480- 3.1% |
$50.8K - $53.6K
|
15K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-490- 3.44% |
$51.9K - $54.7K
|
13.8K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-490- 61.87% |
$51.9K - $54.7K
|
302
$33.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-498- 3.09% |
$52.7K - $55.6K
|
15.6K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-504- 3.39% |
$53.3K - $56.3K
|
14.4K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-527- 17.16% |
$55.8K - $58.9K
|
2.54K
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-534- 13.55% |
$56.5K - $59.6K
|
3.41K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-540- 3.04% |
$57.2K - $60.3K
|
17.2K
$1.91M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-556- 13.79% |
$58.9K - $62.1K
|
3.48K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-586- 12.09% |
$62K - $65.4K
|
4.26K
$472K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-591- 73.14% |
$62.6K - $66K
|
217
$24.1K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-592- 1.41% |
$62.7K - $66.1K
|
41.4K
$4.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-597- 1.76% |
$63.2K - $66.7K
|
33.3K
$3.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-609- 56.18% |
$64.5K - $68K
|
475
$52.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-609- 10.52% |
$64.5K - $68K
|
5.18K
$574K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-620- 2.64% |
$65.6K - $69.2K
|
22.9K
$2.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-649- 11.26% |
$68.7K - $72.5K
|
5.12K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-693- 22.3% |
$73.4K - $77.4K
|
2.42K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-733- 4.89% |
$77.6K - $81.9K
|
14.3K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-740- 50.68% |
$78.3K - $82.6K
|
720
$79.8K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-749- 3.95% |
$79.3K - $83.6K
|
18.2K
$2.02M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-751- 1.23% |
$79.5K - $83.9K
|
60.3K
$6.68M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-780- 4.74% |
$82.6K - $87.1K
|
15.7K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-791- 3.33% |
$83.7K - $88.3K
|
23K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-796- 4.09% |
$84.3K - $88.9K
|
18.7K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-812- 3.62% |
$86K - $90.7K
|
21.6K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-819- 1.91% |
$86.7K - $91.5K
|
42K
$4.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-820- 1.08% |
$86.8K - $91.6K
|
74.8K
$8.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-829- 19.9% |
$87.7K - $92.6K
|
3.34K
$370K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-832- 8.01% |
$88.1K - $92.9K
|
9.55K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-845- 2.71% |
$89.4K - $94.4K
|
30.3K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-883- 14.78% |
$93.5K - $98.6K
|
5.09K
$564K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-900- 31.03% |
$95.3K - $101K
|
2K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-910- 32.27% |
$96.3K - $102K
|
1.91K
$212K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-933- 6.98% |
$98.8K - $104K
|
12.4K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-954- 26.98% |
$101K - $107K
|
2.58K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-977- 1.21% |
$103K - $109K
|
79.8K
$8.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-985- 3.8% |
$104K - $110K
|
25K
$2.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.02K- 20.59% |
$108K - $114K
|
3.93K
$435K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 36.79% |
$108K - $114K
|
1.75K
$194K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.04K- 12.62% |
$110K - $116K
|
7.19K
$797K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.05K- 26.43% |
$111K - $117K
|
2.91K
$323K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.06K- 3.74% |
$112K - $118K
|
27.3K
$3.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 24.1% |
$113K - $119K
|
3.37K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.08K- 7.62% |
$114K - $121K
|
13.1K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.09K- 8.28% |
$115K - $121K
|
12K
$1.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.17K- 22.98% |
$123K - $130K
|
3.91K
$433K
|