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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
250+ 4.11% |
$23.4K - $25.8K
|
6.34K
$720K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250New |
$23.4K - $25.8K
|
250
$28.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
250+ 11.63% |
$23.4K - $25.8K
|
2.4K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
239+ 7.91% |
$22.4K - $24.7K
|
3.26K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
230New |
$21.6K - $23.7K
|
230
$26.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
223+ 3.71% |
$20.9K - $23K
|
6.24K
$708K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
216+ 3.36% |
$20.3K - $22.3K
|
6.65K
$755K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
215+ 1.79% |
$20.2K - $22.2K
|
12.2K
$1.39M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
208+ 1.18% |
$19.5K - $21.5K
|
17.9K
$2.03M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.8K - $20.7K
|
200
$22.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
200+ 0.91% |
$18.8K - $20.7K
|
22.2K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
188+ 2.0% |
$17.6K - $19.4K
|
9.59K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
181+ 20.0% |
$17K - $18.7K
|
1.09K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
179+ 1.55% |
$16.8K - $18.5K
|
11.7K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
173+ 1.08% |
$16.2K - $17.9K
|
16.2K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
173+ 5.71% |
$16.2K - $17.9K
|
3.2K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
169+ 1.04% |
$15.8K - $17.5K
|
16.4K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
166+ 0.95% |
$15.6K - $17.1K
|
17.7K
$2.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
159+ 1.23% |
$14.9K - $16.4K
|
13.1K
$1.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
141+ 2.22% |
$13.2K - $14.6K
|
6.5K
$738K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
141+ 1.0% |
$13.2K - $14.6K
|
14.3K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
129+ 0.92% |
$12.1K - $13.3K
|
14.1K
$1.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
127New |
$11.9K - $13.1K
|
127
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
112+ 3.3% |
$10.5K - $11.6K
|
3.5K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
108+ 3.51% |
$10.1K - $11.2K
|
3.18K
$361K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
104+ 0.79% |
$9.75K - $10.7K
|
13.2K
$1.5M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
104+ 0.79% |
$9.75K - $10.7K
|
13.2K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
103+ 2.09% |
$9.66K - $10.6K
|
5.02K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
89+ 1.63% |
$8.35K - $9.19K
|
5.55K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
89New |
$8.35K - $9.19K
|
89
$10.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
88+ 1.5% |
$8.25K - $9.09K
|
5.95K
$676K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
84+ 0.7% |
$7.88K - $8.67K
|
12.2K
$1.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81+ 0.61% |
$7.6K - $8.36K
|
13.4K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
78+ 1.08% |
$7.31K - $8.05K
|
7.31K
$829K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
73+ 0.75% |
$6.85K - $7.54K
|
9.81K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
71+ 0.44% |
$6.66K - $7.33K
|
16K
$1.82M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
66New |
$6.19K - $6.82K
|
66
$7.49K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
66+ 2.03% |
$6.19K - $6.82K
|
3.32K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 0.56% |
$5.81K - $6.4K
|
11.2K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52+ 1.3% |
$4.88K - $5.37K
|
4.05K
$460K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
49+ 1.9% |
$4.59K - $5.06K
|
2.62K
$298K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
48+ 0.67% |
$4.5K - $4.96K
|
7.23K
$821K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
48+ 0.49% |
$4.5K - $4.96K
|
9.77K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
48+ 1.15% |
$4.5K - $4.96K
|
4.24K
$481K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
45+ 1.5% |
$4.22K - $4.65K
|
3.04K
$345K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
44+ 2.04% |
$4.13K - $4.54K
|
2.2K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
43+ 0.63% |
$4.03K - $4.44K
|
6.83K
$775K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
41+ 0.98% |
$3.84K - $4.23K
|
4.24K
$481K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
41+ 1.33% |
$3.84K - $4.23K
|
3.13K
$355K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
40+ 0.7% |
$3.75K - $4.13K
|
5.78K
$656K
|