Purchases and Sales Made in Q1 2023 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
8.17K
+ 13.28%
$794K - $871K
69.7K $7.85M
May 15, 2023 Q1 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
8.13K
+ 56.64%
$790K - $867K
22.5K $2.53M
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
7.99K
+ 84.99%
$777K - $852K
17.4K $1.96M
May 02, 2023 Q1 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
7.97K
+ 59.32%
$775K - $850K
21.4K $2.41M
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
7.95K
+ 9.67%
$773K - $848K
90.1K $10.1M
May 10, 2023 Q1 2023
Gds Wealth Management

BUY
 -
7.86K
+ 5.0%
$765K - $839K
165K $18.6M
Apr 20, 2023 Q1 2023
Pettinga Financial Advisors, LLC

BUY
 -
6.38K
New
$620K - $680K
6.38K $718K
Apr 13, 2023 Q1 2023
Accurate Wealth Management, LLC

BUY
 -
5.42K
+ 24636.36%
$527K - $578K
5.44K $613K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.19K
New
$504K - $553K
5.19K $584K
May 11, 2023 Q1 2023
Resources Management Corp

West Hartford, CT
BUY
 -
5.1K
+ 5667.78%
$496K - $544K
5.19K $584K
Apr 21, 2023 Q1 2023
Patton Albertson Miller Group, LLC

BUY
 -
4.74K
+ 4.57%
$461K - $506K
109K $12.2M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
4.69K
+ 86.42%
$456K - $500K
10.1K $1.14M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
4.58K
New
$445K - $488K
4.58K $515K
Apr 17, 2023 Q1 2023
Fortune 45 LLC

BUY
 -
4.49K
+ 5.97%
$436K - $479K
79.7K $8.98M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
4.4K
+ 136.67%
$428K - $470K
7.62K $858K
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
4.23K
New
$411K - $451K
4.23K $476K
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
4.18K
New
$407K - $446K
4.18K $471K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
3.94K
+ 30307.69%
$383K - $420K
3.95K $445K
May 02, 2023 Q1 2023
Parker Investment Management, LLC

BUY
 -
3.93K
New
$382K - $419K
3.93K $443K
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
3.86K
New
$375K - $411K
3.86K $434K
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
3.65K
New
$355K - $390K
3.65K $411K
May 12, 2023 Q1 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
3.65K
New
$355K - $389K
3.65K $411K
Apr 25, 2023 Q1 2023
Leeward Financial Partners, LLC

BUY
 -
3.64K
+ 8.71%
$354K - $388K
45.4K $5.11M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
3.52K
+ 2.78%
$342K - $375K
130K $14.6M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.51K
+ 6.68%
$341K - $374K
56K $6.31M
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
3.47K
+ 17.25%
$337K - $370K
23.6K $2.65M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
3.41K
New
$331K - $363K
3.41K $384K
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.26K
+ 2.85%
$317K - $348K
118K $13.3M
May 03, 2023 Q1 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
3.23K
New
$314K - $344K
3.23K $363K
Apr 07, 2023 Q1 2023
Mission Wealth Management, LP

BUY
 -
3.13K
New
$304K - $334K
3.13K $352K
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
3.09K
+ 22.37%
$300K - $330K
16.9K $1.9M
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
2.94K
+ 3.29%
$286K - $313K
92.1K $10.4M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.92K
+ 8.71%
$284K - $312K
36.5K $4.11M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
2.89K
New
$281K - $308K
2.89K $325K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2.85K
New
$277K - $304K
2.85K $321K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
2.82K
New
$274K - $301K
2.82K $317K
Apr 12, 2023 Q1 2023
Trinity Wealth Management, LLC

BUY
 -
2.81K
+ 5.38%
$274K - $300K
55.1K $6.2M
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
2.72K
+ 2.63%
$264K - $290K
106K $11.9M
Apr 24, 2023 Q1 2023
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
2.62K
+ 5.9%
$255K - $280K
47.1K $5.3M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.61K
+ 19.95%
$254K - $279K
15.7K $1.77M
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.61K
New
$254K - $279K
2.61K $294K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
2.57K
New
$250K - $274K
2.57K $290K
May 03, 2023 Q1 2023
Miller Howard Investments Inc

BUY
 -
2.54K
New
$247K - $271K
2.54K $286K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.52K
+ 16.77%
$245K - $268K
17.5K $1.97M
Apr 10, 2023 Q1 2023
Pacific Wealth Management

BUY
 -
2.36K
+ 6.55%
$230K - $252K
38.4K $4.32M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
2.28K
New
$222K - $244K
2.28K $257K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
2.21K
+ 17.53%
$214K - $235K
14.8K $1.66M
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
2.2K
+ 18.63%
$214K - $235K
14K $1.58M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
2.2K
New
$214K - $235K
2.2K $248K

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