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
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
800
+ 2.66%
$77.8K - $85.3K
30.9K $3.48M
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
778
+ 24.27%
$75.6K - $83K
3.98K $448K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
762
+ 5.89%
$74.1K - $81.3K
13.7K $1.54M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
700
+ 6.18%
$68.1K - $74.7K
12K $1.35M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
692
+ 1.88%
$67.3K - $73.8K
37.6K $4.23M
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
688
+ 6.65%
$66.9K - $73.4K
11K $1.24M
May 12, 2023 Q1 2023
Objective Capital Management, LLC

BUY
 -
684
+ 33.78%
$66.5K - $73K
2.71K $305K
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
670
+ 14.68%
$65.1K - $71.5K
5.23K $589K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
649
+ 23.81%
$63.1K - $69.2K
3.38K $380K
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
648
+ 19.38%
$63K - $69.1K
3.99K $449K
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
586
+ 20.47%
$57K - $62.5K
3.45K $388K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
574
+ 8.98%
$55.8K - $61.2K
6.97K $784K
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
561
+ 2.54%
$54.5K - $59.8K
22.7K $2.55M
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
561
+ 1.71%
$54.5K - $59.8K
33.5K $3.77M
Apr 25, 2023 Q1 2023
Jb Capital LLC

BUY
 -
532
+ 3.64%
$51.7K - $56.7K
15.1K $1.7M
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
529
+ 4.39%
$51.4K - $56.4K
12.6K $1.42M
May 04, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
516
New
$50.2K - $55K
516 $58.1K
May 15, 2023 Q1 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
487
+ 1.92%
$47.4K - $51.9K
25.9K $2.91M
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
487
+ 20.07%
$47.4K - $51.9K
2.91K $328K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
478
+ 4.17%
$46.5K - $51K
11.9K $1.34M
May 05, 2023 Q1 2023
Ntv Asset Management LLC

BUY
 -
467
+ 0.57%
$45.4K - $49.8K
82.7K $9.31M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
455
+ 4.82%
$44.2K - $48.5K
9.9K $1.11M
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
436
+ 2.89%
$42.4K - $46.5K
15.5K $1.75M
May 01, 2023 Q1 2023
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
401
+ 1.13%
$39K - $42.8K
36K $4.05M
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
400
+ 2.48%
$38.9K - $42.7K
16.5K $1.86M
Apr 17, 2023 Q1 2023
Summit Investment Advisory Services, LLC

Roseville, MN
BUY
 -
393
+ 3.83%
$38.2K - $41.9K
10.7K $1.2M
May 01, 2023 Q1 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
377
+ 11.78%
$36.7K - $40.2K
3.58K $403K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
377
+ 86.67%
$36.7K - $40.2K
812 $91.4K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
370
+ 4.62%
$36K - $39.5K
8.39K $944K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
358
+ 3.73%
$34.8K - $38.2K
9.95K $1.12M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
348
+ 17.04%
$33.8K - $37.1K
2.39K $269K
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

BUY
 -
345
+ 9.15%
$33.5K - $36.8K
4.12K $463K
May 05, 2023 Q1 2023
Clifford Swan Investment Counsel LLC

BUY
 -
332
+ 3.15%
$32.3K - $35.4K
10.9K $1.22M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
327
New
$31.8K - $34.9K
327 $36.8K
Apr 24, 2023 Q1 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
310
+ 7.37%
$30.1K - $33.1K
4.52K $508K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
308
+ 2.57%
$29.9K - $32.9K
12.3K $1.38M
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
307
+ 6.98%
$29.8K - $32.7K
4.71K $530K
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
300
New
$29.2K - $32K
300 $33.8K
Apr 20, 2023 Q1 2023
Global Strategic Investment Solutions, LLC

BUY
 -
290
+ 0.26%
$28.2K - $30.9K
112K $12.6M
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
266
+ 60.45%
$25.9K - $28.4K
706 $79.5K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
265
New
$25.8K - $28.3K
265 $29.8K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
265
+ 0.72%
$25.8K - $28.3K
37.1K $4.17M
May 03, 2023 Q1 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
247
+ 9.72%
$24K - $26.3K
2.79K $314K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
246
+ 1.08%
$23.9K - $26.2K
22.9K $2.58M
Apr 21, 2023 Q1 2023
Eagle Strategies LLC

New York, NY
BUY
 -
235
+ 6.74%
$22.8K - $25.1K
3.72K $419K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
231
+ 2.15%
$22.5K - $24.6K
11K $1.23M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
231
+ 3.79%
$22.5K - $24.6K
6.33K $712K
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
230
+ 3.46%
$22.4K - $24.5K
6.89K $775K
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
225
+ 2.8%
$21.9K - $24K
8.27K $931K

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