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 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-149- 1.93% |
$14.5K - $15.9K
|
7.57K
$852K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-150- 0.47% |
$14.6K - $16K
|
31.8K
$3.58M
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-152- 0.91% |
$14.8K - $16.2K
|
16.5K
$1.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-162- 1.08% |
$15.8K - $17.3K
|
14.8K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-165- 0.68% |
$16K - $17.6K
|
24.3K
$2.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-169- 5.67% |
$16.4K - $18K
|
2.81K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-172- 75.77% |
$16.7K - $18.3K
|
55
$6.19K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-176- 0.92% |
$17.1K - $18.8K
|
18.9K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-183- 0.97% |
$17.8K - $19.5K
|
18.7K
$2.11M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-188- 0.68% |
$18.3K - $20.1K
|
27.5K
$3.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-195- 2.92% |
$19K - $20.8K
|
6.48K
$729K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-199- 0.33% |
$19.3K - $21.2K
|
60.2K
$6.78M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-215- 2.63% |
$20.9K - $22.9K
|
7.96K
$895K
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-220- 1.31% |
$21.4K - $23.5K
|
16.5K
$1.86M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-226- 2.2% |
$22K - $24.1K
|
10.1K
$1.13M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-236- 0.5% |
$22.9K - $25.2K
|
47.4K
$5.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-240- 3.76% |
$23.3K - $25.6K
|
6.14K
$691K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-246- 1.59% |
$23.9K - $26.2K
|
15.2K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-255- 56.42% |
$24.8K - $27.2K
|
197
$22.2K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-261- 7.28% |
$25.4K - $27.8K
|
3.32K
$374K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-265- 11.15% |
$25.8K - $28.3K
|
2.11K
$238K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-265- 2.95% |
$25.8K - $28.3K
|
8.73K
$983K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-292- 0.83% |
$28.4K - $31.1K
|
34.7K
$3.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-329- 21.8% |
$32K - $35.1K
|
1.18K
$133K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-334- 13.96% |
$32.5K - $35.6K
|
2.06K
$232K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-335- 2.42% |
$32.6K - $35.7K
|
13.5K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-345- 4.75% |
$33.5K - $36.8K
|
6.92K
$779K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-357- 0.64% |
$34.7K - $38.1K
|
55.1K
$6.21M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-367- 6.11% |
$35.7K - $39.1K
|
5.64K
$634K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-368- 3.08% |
$35.8K - $39.3K
|
11.6K
$1.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-372- 8.18% |
$36.2K - $39.7K
|
4.17K
$470K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-399- 6.9% |
$38.8K - $42.6K
|
5.38K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-420- 3.73% |
$40.8K - $44.8K
|
10.8K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-420- 5.1% |
$40.8K - $44.8K
|
7.81K
$879K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-429- 2.52% |
$41.7K - $45.8K
|
16.6K
$1.87M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-436- 13.8% |
$42.4K - $46.5K
|
2.72K
$307K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-451- 86.4% |
$43.9K - $48.1K
|
71
$7.99K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-454- 4.64% |
$44.1K - $48.4K
|
9.32K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-461- 1.29% |
$44.8K - $49.2K
|
35.2K
$3.96M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-463- 0.68% |
$45K - $49.4K
|
67.6K
$7.61M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-469- 12.73% |
$45.6K - $50K
|
3.21K
$362K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-475- 6.51% |
$46.2K - $50.7K
|
6.82K
$768K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-492- 15.59% |
$47.8K - $52.5K
|
2.66K
$300K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-498- 10.3% |
$48.4K - $53.1K
|
4.34K
$488K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-500- 79.74% |
$48.6K - $53.3K
|
127
$14.3K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-542- 17.21% |
$52.7K - $57.8K
|
2.61K
$294K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-550- 12.09% |
$53.5K - $58.7K
|
4K
$450K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-555- 14.84% |
$54K - $59.2K
|
3.19K
$359K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-586- 13.42% |
$57K - $62.5K
|
3.78K
$426K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-588- 13.06% |
$57.2K - $62.7K
|
3.92K
$441K
|