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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-588- 13.06% |
$57.2K - $62.7K
|
3.92K
$438K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-620- 10.05% |
$60.3K - $66.1K
|
5.55K
$620K
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-631- 9.12% |
$61.4K - $67.3K
|
6.29K
$703K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-645- 15.08% |
$62.7K - $68.8K
|
3.63K
$406K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-657- 6.34% |
$63.9K - $70.1K
|
9.7K
$1.08M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-681- 0.51% |
$66.2K - $72.6K
|
132K
$14.8M
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-704- 9.85% |
$68.4K - $75.1K
|
6.44K
$720K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-718- 1.03% |
$69.8K - $76.6K
|
68.7K
$7.69M
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-723- 4.08% |
$70.3K - $77.1K
|
17K
$1.9M
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-726- 12.28% |
$70.6K - $77.4K
|
5.19K
$580K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-729- 5.25% |
$70.9K - $77.8K
|
13.2K
$1.47M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-731- 25.48% |
$71.1K - $78K
|
2.14K
$239K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-732- 4.4% |
$71.2K - $78.1K
|
15.9K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-751- 2.54% |
$73K - $80.1K
|
28.9K
$3.23M
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-795- 2.65% |
$77.3K - $84.8K
|
29.2K
$3.27M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-800- 10.57% |
$77.8K - $85.3K
|
6.77K
$757K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-800- 6.36% |
$77.8K - $85.3K
|
11.8K
$1.32M
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-807- 6.87% |
$78.5K - $86.1K
|
10.9K
$1.22M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-827- 9.46% |
$80.4K - $88.2K
|
7.91K
$885K
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-834- 15.23% |
$81.1K - $89K
|
4.64K
$519K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-837- 1.0% |
$81.4K - $89.3K
|
83K
$9.28M
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-839- 0.36% |
$81.6K - $89.5K
|
234K
$26.1M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-843- 0.52% |
$82K - $89.9K
|
161K
$18M
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-866- 29.53% |
$84.2K - $92.4K
|
2.07K
$231K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-890- 5.4% |
$86.5K - $94.9K
|
15.6K
$1.74M
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-908- 1.61% |
$88.3K - $96.8K
|
55.4K
$6.19M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-929- 7.22% |
$90.3K - $99.1K
|
11.9K
$1.34M
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-932- 25.35% |
$90.6K - $99.4K
|
2.75K
$307K
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-940- 8.71% |
$91.4K - $100K
|
9.85K
$1.1M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1K- 46.51% |
$97.2K - $107K
|
1.15K
$129K
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.03K- 2.5% |
$100K - $110K
|
40.1K
$4.48M
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.06K- 15.88% |
$103K - $113K
|
5.62K
$629K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.09K- 12.06% |
$106K - $116K
|
7.94K
$887K
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.11K- 18.66% |
$108K - $118K
|
4.84K
$541K
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.13K- 96.57% |
$109K - $120K
|
40
$4.47K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.16K- 5.29% |
$113K - $124K
|
20.8K
$2.33M
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.18K- 3.53% |
$114K - $125K
|
32.2K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.2K- 14.13% |
$117K - $128K
|
7.3K
$816K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.23K- 9.34% |
$120K - $131K
|
11.9K
$1.34M
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.27K- 26.75% |
$124K - $136K
|
3.48K
$390K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 4.73% |
$124K - $136K
|
25.7K
$2.87M
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.29K- 13.13% |
$125K - $137K
|
8.5K
$951K
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.29K- 1.66% |
$125K - $137K
|
75.9K
$8.49M
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.29K- 3.33% |
$125K - $137K
|
37.3K
$4.17M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.33K- 30.34% |
$129K - $142K
|
3.05K
$341K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.35K- 7.57% |
$131K - $144K
|
16.5K
$1.84M
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-1.41K- 1.98% |
$137K - $150K
|
69.8K
$7.8M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.41K- 96.44% |
$137K - $150K
|
52
$5.81K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.42K- 1.34% |
$138K - $151K
|
104K
$11.6M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.42K- 20.29% |
$138K - $151K
|
5.56K
$622K
|