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 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.19% |
$194 - $213
|
1.06K
$119K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-3- 0.1% |
$292 - $320
|
2.91K
$327K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4- 0.17% |
$389 - $427
|
2.34K
$263K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7- 0.23% |
$681 - $747
|
3.04K
$343K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-10- 0.42% |
$972 - $1.07K
|
2.37K
$267K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-10- 0.47% |
$972 - $1.07K
|
2.14K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11- 0.21% |
$1.07K - $1.17K
|
5.21K
$587K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13- 0.83% |
$1.26K - $1.39K
|
1.55K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.07% |
$1.36K - $1.49K
|
20.1K
$2.26M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 35.71% |
$1.46K - $1.6K
|
27
$3.04K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-19- 0.65% |
$1.85K - $2.03K
|
2.88K
$325K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21- 0.3% |
$2.04K - $2.24K
|
6.92K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-22- 0.31% |
$2.14K - $2.35K
|
7.14K
$803K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-25- 1.04% |
$2.43K - $2.67K
|
2.37K
$267K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-28- 0.41% |
$2.72K - $2.99K
|
6.75K
$760K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-30- 0.29% |
$2.92K - $3.2K
|
10.3K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-37- 1.04% |
$3.6K - $3.95K
|
3.53K
$397K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-50- 1.32% |
$4.86K - $5.33K
|
3.74K
$421K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-52- 1.04% |
$5.06K - $5.55K
|
4.96K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-53- 1.35% |
$5.15K - $5.65K
|
3.88K
$437K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-56- 2.21% |
$5.44K - $5.97K
|
2.47K
$278K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-63- 1.3% |
$6.13K - $6.72K
|
4.78K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 0.38% |
$6.32K - $6.93K
|
17.2K
$1.93M
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-67- 2.84% |
$6.51K - $7.15K
|
2.29K
$258K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-69- 0.71% |
$6.71K - $7.36K
|
9.68K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-72- 1.67% |
$7K - $7.68K
|
4.24K
$477K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-80- 0.22% |
$7.78K - $8.53K
|
35.7K
$4.01M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-82- 1.25% |
$7.97K - $8.75K
|
6.46K
$727K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-86- 0.57% |
$8.36K - $9.17K
|
15.1K
$1.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-88- 1.74% |
$8.56K - $9.39K
|
4.97K
$560K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-88- 4.04% |
$8.56K - $9.39K
|
2.09K
$235K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-88- 0.9% |
$8.56K - $9.39K
|
9.69K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-92- 0.59% |
$8.95K - $9.81K
|
15.5K
$1.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-92- 42.01% |
$8.95K - $9.81K
|
127
$14.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-100- 1.86% |
$9.72K - $10.7K
|
5.27K
$593K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-101- 3.37% |
$9.82K - $10.8K
|
2.9K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-101- 75.94% |
$9.82K - $10.8K
|
32
$3.6K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-101- 1.76% |
$9.82K - $10.8K
|
5.63K
$633K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-103- 1.91% |
$10K - $11K
|
5.3K
$596K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-104Closed |
$10.1K - $11.1K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-106- 0.43% |
$10.3K - $11.3K
|
24.4K
$2.75M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-118- 1.4% |
$11.5K - $12.6K
|
8.3K
$934K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-125- 2.28% |
$12.2K - $13.3K
|
5.35K
$603K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-127- 5.18% |
$12.3K - $13.5K
|
2.33K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-129- 0.74% |
$12.5K - $13.8K
|
17.3K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-129- 0.4% |
$12.5K - $13.8K
|
31.9K
$3.59M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-134- 2.81% |
$13K - $14.3K
|
4.63K
$521K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-137- 1.06% |
$13.3K - $14.6K
|
12.7K
$1.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-138- 1.41% |
$13.4K - $14.7K
|
9.62K
$1.08M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-140- 1.07% |
$13.6K - $14.9K
|
12.9K
$1.46M
|