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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.18KNew |
$212K - $233K
|
2.18K
$246K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.17K+ 9.17% |
$211K - $232K
|
25.8K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.16K+ 82.94% |
$210K - $231K
|
4.77K
$537K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.15K+ 2.13% |
$209K - $230K
|
103K
$11.6M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.15K+ 1.98% |
$209K - $229K
|
111K
$12.5M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.15KNew |
$209K - $229K
|
2.15K
$242K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.13K+ 18.79% |
$207K - $227K
|
13.5K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.12K+ 16.42% |
$206K - $226K
|
15K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.1KNew |
$204K - $224K
|
2.1K
$236K
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.1K+ 83.5% |
$204K - $223K
|
4.6K
$518K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.09K+ 105.18% |
$204K - $223K
|
4.08K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.03K+ 7.43% |
$197K - $216K
|
29.3K
$3.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.01KNew |
$196K - $215K
|
2.01K
$227K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.98K+ 3.27% |
$192K - $211K
|
62.5K
$7.03M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.85K+ 0.72% |
$180K - $197K
|
258K
$29M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.78K+ 22.91% |
$173K - $190K
|
9.54K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.75K+ 15.35% |
$170K - $187K
|
13.2K
$1.48M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.73K+ 8.1% |
$168K - $185K
|
23.1K
$2.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 10.01% |
$163K - $179K
|
18.5K
$2.08M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5K+ 4.66% |
$146K - $160K
|
33.8K
$3.8M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.5K+ 7.59% |
$146K - $160K
|
21.2K
$2.39M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 50.92% |
$143K - $156K
|
4.35K
$489K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.46K+ 84.46% |
$142K - $155K
|
3.18K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.45K+ 25.24% |
$141K - $155K
|
7.22K
$812K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.42K+ 886.25% |
$138K - $151K
|
1.58K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.36K+ 23.01% |
$133K - $145K
|
7.29K
$821K
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.33K+ 5.43% |
$129K - $141K
|
25.7K
$2.9M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.33K+ 5.43% |
$129K - $141K
|
25.7K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.32K+ 26.93% |
$128K - $141K
|
6.21K
$699K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.29K+ 3.94% |
$126K - $138K
|
34.1K
$3.84M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.29K+ 1.72% |
$125K - $137K
|
76K
$8.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.23K+ 16.59% |
$120K - $131K
|
8.65K
$973K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.21KNew |
$118K - $129K
|
1.21K
$137K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
1.19K+ 11.38% |
$116K - $127K
|
11.7K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.19K+ 7.46% |
$115K - $126K
|
17.1K
$1.92M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.16K+ 6.74% |
$113K - $124K
|
18.4K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.04K+ 4.73% |
$102K - $111K
|
23.1K
$2.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.04K+ 8.96% |
$101K - $110K
|
12.6K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1K+ 7.67% |
$97.2K - $107K
|
14K
$1.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
991+ 3.83% |
$96.4K - $106K
|
26.9K
$3.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
939New |
$91.3K - $100K
|
939
$106K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
917+ 16.83% |
$89.2K - $97.8K
|
6.36K
$716K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
905+ 12.92% |
$88K - $96.5K
|
7.91K
$891K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
871+ 1.57% |
$84.7K - $92.9K
|
56.3K
$6.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
854+ 7.09% |
$83K - $91.1K
|
12.9K
$1.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
846+ 4.25% |
$82.3K - $90.2K
|
20.8K
$2.34M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
844+ 24.11% |
$82.1K - $90K
|
4.35K
$489K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
833+ 0.51% |
$81K - $88.8K
|
165K
$18.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
815+ 2.52% |
$79.2K - $86.9K
|
33.2K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
810+ 25.99% |
$78.8K - $86.4K
|
3.93K
$442K
|