Purchases and Sales Made in Q1 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 2024. 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 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
496K+ 19.74% |
$50.5M - $54.7M
|
3.01M
$341M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
271K+ 544.55% |
$27.6M - $29.9M
|
321K
$36.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
164K+ 13.37% |
$16.7M - $18.1M
|
1.39M
$158M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
162K+ 4833.36% |
$16.5M - $17.9M
|
166K
$18.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 9.41% |
$16.2M - $17.6M
|
1.85M
$210M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
106K+ 25.03% |
$10.7M - $11.6M
|
527K
$59.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 3.47% |
$10.6M - $11.5M
|
3.1M
$352M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 3.47% |
$10.6M - $11.5M
|
3.1M
$352M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
74.3K+ 397.34% |
$7.56M - $8.18M
|
92.9K
$10.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
54.7K+ 136.67% |
$5.56M - $6.02M
|
94.6K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
41.5K+ 1296.88% |
$4.22M - $4.57M
|
44.7K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41K+ 5.84% |
$4.18M - $4.52M
|
744K
$84.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
40.9KNew |
$4.16M - $4.51M
|
40.9K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
34.9K+ 17.66% |
$3.55M - $3.85M
|
233K
$26.4M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
33.6KNew |
$3.42M - $3.7M
|
33.6K
$3.81M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.8K+ 169.66% |
$3.24M - $3.51M
|
50.6K
$5.74M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.7K+ 58.43% |
$2.93M - $3.17M
|
77.9K
$8.84M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.2K+ 10.91% |
$2.88M - $3.11M
|
287K
$32.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.4K+ 9.39% |
$2.58M - $2.8M
|
296K
$33.6M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
24.2KNew |
$2.46M - $2.66M
|
24.2K
$2.74M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 0.76% |
$2.37M - $2.57M
|
3.1M
$352M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
23K+ 31.94% |
$2.34M - $2.53M
|
95K
$10.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.4K+ 165.52% |
$2.18M - $2.36M
|
34.3K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.6K+ 8.97% |
$2.1M - $2.27M
|
250K
$28.4M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
20.5KNew |
$2.08M - $2.26M
|
20.5K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
19KNew |
$1.94M - $2.1M
|
19K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
19K+ 230.37% |
$1.93M - $2.09M
|
27.2K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16.8KNew |
$1.71M - $1.85M
|
16.8K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6K+ 2.63% |
$1.69M - $1.83M
|
647K
$73.5M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
15.2K+ 8.95% |
$1.55M - $1.68M
|
185K
$21M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.1K+ 21.78% |
$1.54M - $1.66M
|
84.4K
$9.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.4K+ 356.18% |
$1.47M - $1.59M
|
18.5K
$2.1M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
13.9K+ 25.9% |
$1.41M - $1.53M
|
67.5K
$7.66M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.9K+ 7.24% |
$1.31M - $1.42M
|
191K
$21.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 7.69% |
$1.23M - $1.33M
|
170K
$19.2M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
10.1K+ 75.38% |
$1.03M - $1.11M
|
23.5K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9.96K+ 14.34% |
$1.01M - $1.1M
|
79.4K
$9.01M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.72K+ 12.15% |
$990K - $1.07M
|
89.8K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.22K+ 3.89% |
$939K - $1.02M
|
246K
$28M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.44K+ 6.36% |
$859K - $930K
|
141K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.39K+ 3.31% |
$854K - $925K
|
262K
$29.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
8.38KNew |
$853K - $924K
|
8.38K
$951K
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
7.97K+ 10.93% |
$811K - $878K
|
80.8K
$9.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
7.79K+ 2.19% |
$793K - $858K
|
363K
$41.1M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.43KNew |
$756K - $819K
|
7.43K
$843K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
6.94K+ 10.95% |
$706K - $765K
|
70.3K
$7.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.72KNew |
$684K - $740K
|
6.72K
$762K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.51KNew |
$662K - $717K
|
6.51K
$738K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.31K+ 9.8% |
$642K - $695K
|
70.7K
$8.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.73K+ 15.67% |
$583K - $631K
|
42.3K
$4.8M
|