Purchases and Sales Made in Q4 2023 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
900+ 4.43% |
$84.4K - $92.9K
|
21.2K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
891+ 9.53% |
$83.5K - $92K
|
10.2K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
841New |
$78.9K - $86.8K
|
841
$95.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
819+ 0.59% |
$76.8K - $84.6K
|
139K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
800+ 18.9% |
$75K - $82.6K
|
5.03K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
778New |
$73K - $80.3K
|
778
$88.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
751+ 17.71% |
$70.4K - $77.5K
|
4.99K
$566K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
749+ 5.51% |
$70.2K - $77.3K
|
14.3K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
743+ 12.5% |
$69.7K - $76.7K
|
6.69K
$759K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
729+ 1.99% |
$68.4K - $75.3K
|
37.3K
$4.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
708New |
$66.4K - $73.1K
|
708
$80.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
676+ 2.57% |
$63.4K - $69.8K
|
27K
$3.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
659+ 7.15% |
$61.8K - $68K
|
9.87K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
638New |
$59.8K - $65.9K
|
638
$72.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
623+ 1.53% |
$58.4K - $64.3K
|
41.3K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
608+ 17.05% |
$57K - $62.8K
|
4.17K
$474K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
600New |
$56.3K - $62K
|
600
$68.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
598+ 7.82% |
$56.1K - $61.7K
|
8.24K
$936K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
597+ 24.68% |
$56K - $61.6K
|
3.02K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
554New |
$51.9K - $57.2K
|
554
$62.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
550+ 24.34% |
$51.6K - $56.8K
|
2.81K
$319K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
549New |
$51.5K - $56.7K
|
549
$62.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
543+ 0.46% |
$50.9K - $56.1K
|
118K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
530+ 21.2% |
$49.7K - $54.7K
|
3.03K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
525+ 7.53% |
$49.2K - $54.2K
|
7.5K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
518+ 2.35% |
$48.6K - $53.5K
|
22.6K
$2.57M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
500+ 24.08% |
$46.9K - $51.6K
|
2.58K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
474+ 2.85% |
$44.4K - $48.9K
|
17.1K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
456+ 2.51% |
$42.8K - $47.1K
|
18.6K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
430+ 12.1% |
$40.3K - $44.4K
|
3.98K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
426+ 11.02% |
$39.9K - $44K
|
4.29K
$487K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
412New |
$38.6K - $42.5K
|
412
$46.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
400+ 5.07% |
$37.5K - $41.3K
|
8.29K
$940K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400New |
$37.5K - $41.3K
|
400
$45.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
394+ 16.18% |
$36.9K - $40.7K
|
2.83K
$321K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
388New |
$36.4K - $40.1K
|
388
$44K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
381+ 2.44% |
$35.7K - $39.3K
|
16K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
345New |
$32.4K - $35.6K
|
345
$39.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
337+ 4.01% |
$31.6K - $34.8K
|
8.74K
$992K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
331+ 2.07% |
$31K - $34.2K
|
16.3K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
317+ 10.43% |
$29.7K - $32.7K
|
3.36K
$381K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
312+ 6.95% |
$29.3K - $32.2K
|
4.8K
$545K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
305+ 0.4% |
$28.6K - $31.5K
|
76.6K
$8.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
296New |
$27.8K - $30.6K
|
296
$33.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
290+ 3.35% |
$27.2K - $29.9K
|
8.95K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
285+ 7.85% |
$26.7K - $29.4K
|
3.92K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
280+ 1.12% |
$26.3K - $28.9K
|
25.2K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
265+ 152.3% |
$24.8K - $27.4K
|
439
$49.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
265+ 152.3% |
$24.8K - $27.4K
|
439
$49.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
255New |
$23.9K - $26.3K
|
255
$28.9K
|