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 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27+ 0.68% |
$2.63K - $2.88K
|
3.98K
$448K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25+ 1.9% |
$2.43K - $2.67K
|
1.34K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25New |
$2.43K - $2.67K
|
25
$2.81K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$2.33K - $2.56K
|
24
$2.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.97% |
$2.33K - $2.56K
|
2.5K
$281K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24+ 1.05% |
$2.33K - $2.56K
|
2.31K
$260K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
23+ 0.67% |
$2.24K - $2.45K
|
3.47K
$391K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.33% |
$2.14K - $2.35K
|
6.77K
$762K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
21+ 0.47% |
$2.04K - $2.24K
|
4.53K
$510K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20+ 0.52% |
$1.94K - $2.13K
|
3.86K
$434K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
20+ 0.09% |
$1.94K - $2.13K
|
22.1K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
19+ 3.04% |
$1.85K - $2.03K
|
643
$72.4K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.83% |
$1.75K - $1.92K
|
2.2K
$247K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18+ 1.06% |
$1.75K - $1.92K
|
1.71K
$192K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 44.74% |
$1.65K - $1.81K
|
55
$6.19K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.33% |
$1.56K - $1.71K
|
4.88K
$550K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15+ 4.87% |
$1.46K - $1.6K
|
323
$36.4K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
14+ 0.3% |
$1.36K - $1.49K
|
4.68K
$527K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
13+ 0.25% |
$1.26K - $1.39K
|
5.27K
$593K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13+ 0.42% |
$1.26K - $1.39K
|
3.09K
$348K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13+ 0.62% |
$1.26K - $1.39K
|
2.12K
$238K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.21% |
$1.26K - $1.39K
|
6.29K
$708K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 1.01% |
$1.07K - $1.17K
|
1.1K
$124K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11+ 0.49% |
$1.07K - $1.17K
|
2.24K
$252K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10+ 0.16% |
$972 - $1.07K
|
6.13K
$690K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10+ 0.43% |
$972 - $1.07K
|
2.31K
$260K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
10+ 0.11% |
$972 - $1.07K
|
9.17K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
8+ 0.04% |
$778 - $853
|
21.8K
$2.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.56% |
$681 - $747
|
1.25K
$140K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.09% |
$583 - $640
|
556
$62.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6+ 0.05% |
$583 - $640
|
12.5K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6+ 0.25% |
$583 - $640
|
2.39K
$269K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$486 - $533
|
11.9K
$1.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5+ 0.2% |
$486 - $533
|
2.56K
$288K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4+ 0.13% |
$389 - $427
|
3.19K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 1.14% |
$389 - $427
|
354
$39.8K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.33% |
$292 - $320
|
913
$103K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.36% |
$194 - $213
|
552
$62.1K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.16% |
$194 - $213
|
175
$19.7K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 5.88% |
$97.2 - $107
|
18
$2.03K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.04% |
$97.2 - $107
|
50
$5.63K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.05% |
$97.2 - $107
|
2.03K
$229K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.03% |
$97.2 - $107
|
3.53K
$397K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1+ 0.13% |
$97.2 - $107
|
761
$85.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 2.94% |
$97.2 - $107
|
35
$3.94K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 6.25% |
$97.2 - $107
|
17
$1.91K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$97.2 - $107
|
1
$113
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1- 0.03% |
$97.2 - $107
|
3.77K
$424K
|