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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.73K- 38.76% |
$751K - $824K
|
12.2K
$1.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-8.16K- 22.35% |
$793K - $870K
|
28.4K
$3.19M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.3K- 86.81% |
$807K - $885K
|
1.26K
$142K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.33K- 10.38% |
$810K - $889K
|
71.9K
$8.09M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.47K- 4.97% |
$824K - $904K
|
162K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.5K- 40.28% |
$826K - $907K
|
12.6K
$1.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.61K- 3.49% |
$837K - $918K
|
238K
$26.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.03K- 16.59% |
$878K - $963K
|
45.4K
$5.11M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-9.85K- 20.64% |
$958K - $1.05M
|
37.9K
$4.26M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.2K- 31.47% |
$987K - $1.08M
|
22.1K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 3.24% |
$1.01M - $1.1M
|
309K
$34.7M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 8.42% |
$1.04M - $1.14M
|
116K
$13.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.3K- 45.61% |
$1.1M - $1.21M
|
13.5K
$1.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-12.2K- 41.26% |
$1.19M - $1.3M
|
17.4K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-12.5K- 36.85% |
$1.22M - $1.34M
|
21.5K
$2.42M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-12.7K- 52.18% |
$1.24M - $1.36M
|
11.7K
$1.31M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-13K- 8.63% |
$1.26M - $1.38M
|
137K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1K- 6.28% |
$1.27M - $1.4M
|
195K
$22M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.5K- 19.69% |
$1.41M - $1.55M
|
59.3K
$6.67M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.6K- 58.0% |
$1.42M - $1.56M
|
10.6K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15K- 72.76% |
$1.46M - $1.6M
|
5.62K
$633K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 6.46% |
$1.58M - $1.73M
|
235K
$26.5M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16.4K- 26.64% |
$1.59M - $1.75M
|
45.1K
$5.07M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.4K- 13.08% |
$1.59M - $1.75M
|
109K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-16.7K- 70.21% |
$1.62M - $1.78M
|
7.09K
$798K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 6.5% |
$1.66M - $1.82M
|
245K
$27.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.3K- 2.85% |
$1.68M - $1.85M
|
590K
$66.4M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.5K- 90.54% |
$1.7M - $1.86M
|
1.83K
$205K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-17.7K- 71.01% |
$1.72M - $1.88M
|
7.21K
$812K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-18.7K- 94.94% |
$1.82M - $2M
|
998
$112K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-18.8K- 41.52% |
$1.83M - $2.01M
|
26.5K
$2.98M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 10.2% |
$1.83M - $2.01M
|
166K
$18.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-20.5K- 62.72% |
$1.99M - $2.18M
|
12.2K
$1.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-22K- 18.02% |
$2.14M - $2.34M
|
99.9K
$11.2M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.8K- 61.29% |
$2.22M - $2.44M
|
14.4K
$1.62M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.4K- 15.83% |
$2.28M - $2.5M
|
125K
$14M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.4K- 15.83% |
$2.28M - $2.5M
|
125K
$14M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-24K- 2.41% |
$2.33M - $2.55M
|
971K
$109M
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-26.8K- 25.51% |
$2.6M - $2.86M
|
78.2K
$8.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-27.3K- 58.09% |
$2.66M - $2.92M
|
19.7K
$2.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-28K- 45.62% |
$2.72M - $2.98M
|
33.3K
$3.75M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-28.6K- 68.25% |
$2.78M - $3.05M
|
13.3K
$1.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-28.8K- 90.68% |
$2.8M - $3.07M
|
2.96K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-29.2K- 10.47% |
$2.84M - $3.12M
|
250K
$28.1M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.3K- 20.81% |
$2.95M - $3.24M
|
115K
$13M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31K- 54.32% |
$3.02M - $3.31M
|
26.1K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-31.5K- 25.58% |
$3.06M - $3.35M
|
91.5K
$10.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-31.8K- 13.76% |
$3.1M - $3.4M
|
200K
$22.5M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-32.9K- 4.22% |
$3.2M - $3.51M
|
748K
$84.2M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-34.7K- 95.03% |
$3.37M - $3.7M
|
1.82K
$204K
|