Purchases and Sales Made in Q1 2023 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.45K- 14.05% |
$141K - $155K
|
8.87K
$998K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.45K- 26.54% |
$141K - $155K
|
4.02K
$453K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.47K- 8.56% |
$143K - $157K
|
15.7K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.59K- 5.73% |
$155K - $170K
|
26.2K
$2.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 27.63% |
$156K - $171K
|
4.21K
$473K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 0.33% |
$162K - $177K
|
509K
$57.3M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.82K- 11.38% |
$176K - $194K
|
14.1K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.83K- 28.13% |
$178K - $195K
|
4.67K
$526K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.86K- 74.28% |
$181K - $198K
|
644
$72.5K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.91K- 2.09% |
$185K - $203K
|
89.4K
$10.1M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.96K- 29.86% |
$191K - $209K
|
4.61K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.08K- 3.19% |
$202K - $222K
|
63.3K
$7.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.18K- 5.37% |
$212K - $233K
|
38.4K
$4.33M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.22K- 1.69% |
$216K - $237K
|
129K
$14.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.29K- 48.9% |
$223K - $244K
|
2.39K
$269K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.33K- 35.96% |
$226K - $248K
|
4.15K
$467K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.4K- 27.94% |
$234K - $256K
|
6.2K
$698K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-2.69K- 17.02% |
$261K - $287K
|
13.1K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.69K- 33.58% |
$261K - $287K
|
5.32K
$598K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.71K- 29.95% |
$263K - $289K
|
6.33K
$713K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.72K- 49.57% |
$264K - $290K
|
2.76K
$311K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.84K- 94.22% |
$276K - $302K
|
174
$19.6K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.87K- 8.23% |
$279K - $306K
|
32K
$3.6M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.93K- 7.04% |
$285K - $312K
|
38.7K
$4.36M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.11K- 15.2% |
$302K - $332K
|
17.3K
$1.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-3.21K- 7.92% |
$312K - $343K
|
37.4K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-3.25K- 23.9% |
$316K - $346K
|
10.3K
$1.16M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3.31KClosed |
$321K - $353K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.37K- 93.41% |
$328K - $360K
|
238
$26.8K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.79K- 4.41% |
$369K - $404K
|
82.3K
$9.26M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.87K- 72.05% |
$376K - $412K
|
1.5K
$169K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.88K- 27.2% |
$377K - $413K
|
10.4K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.88K- 18.88% |
$377K - $414K
|
16.7K
$1.88M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.89K- 15.97% |
$378K - $415K
|
20.5K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.1K- 10.08% |
$399K - $437K
|
36.6K
$4.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.23K- 62.37% |
$412K - $452K
|
2.55K
$288K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-4.37K- 40.54% |
$425K - $467K
|
6.42K
$722K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-4.55K- 63.46% |
$443K - $486K
|
2.62K
$295K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-4.67K- 98.88% |
$454K - $498K
|
53
$5.97K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.83K- 11.26% |
$470K - $515K
|
38.1K
$4.28M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.36K- 24.85% |
$521K - $572K
|
16.2K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.36K- 41.63% |
$521K - $572K
|
7.52K
$846K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-5.4K- 7.11% |
$525K - $576K
|
70.6K
$7.94M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.77K- 58.77% |
$561K - $615K
|
4.05K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.02K- 27.15% |
$585K - $642K
|
16.2K
$1.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.77K- 35.64% |
$658K - $722K
|
12.2K
$1.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.9K- 11.64% |
$670K - $735K
|
52.3K
$5.89M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7K- 20.08% |
$681K - $747K
|
27.9K
$3.14M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7K- 20.08% |
$681K - $747K
|
27.9K
$3.14M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.38K- 59.66% |
$718K - $787K
|
4.99K
$562K
|