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 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-2.46K- 26.61% |
$250K - $271K
|
6.78K
$769K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-2.54K- 50.18% |
$258K - $279K
|
2.52K
$286K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.54K- 63.96% |
$259K - $280K
|
1.43K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.57K- 20.64% |
$262K - $283K
|
9.88K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.59K- 4.2% |
$264K - $285K
|
59K
$6.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-2.66K- 27.37% |
$271K - $293K
|
7.07K
$802K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.88K- 50.24% |
$293K - $317K
|
2.85K
$324K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-3.26K- 9.89% |
$332K - $359K
|
29.7K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.34K- 1.64% |
$340K - $368K
|
201K
$22.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-3.55K- 27.07% |
$361K - $391K
|
9.55K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.55K- 41.8% |
$361K - $391K
|
4.94K
$561K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.61K- 26.21% |
$367K - $398K
|
10.2K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.71K- 19.81% |
$377K - $408K
|
15K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.83K- 7.81% |
$390K - $423K
|
45.3K
$5.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.9K- 16.38% |
$397K - $430K
|
19.9K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.92K- 1.74% |
$399K - $432K
|
222K
$25.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.27K- 28.54% |
$435K - $471K
|
10.7K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-4.38K- 19.7% |
$446K - $482K
|
17.8K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.81K- 16.81% |
$489K - $530K
|
23.8K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.94K- 4.79% |
$503K - $544K
|
98.2K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.01K- 2.35% |
$510K - $552K
|
208K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.15K- 2.41% |
$524K - $568K
|
209K
$23.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.26K- 4.14% |
$535K - $580K
|
122K
$13.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.42K- 4.61% |
$552K - $597K
|
112K
$12.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-6.04K- 55.76% |
$615K - $666K
|
4.79K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.1K- 18.37% |
$621K - $672K
|
27.1K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.34K- 5.84% |
$645K - $699K
|
102K
$11.6M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-6.35K- 9.96% |
$646K - $700K
|
57.4K
$6.52M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-7.03K- 58.6% |
$715K - $774K
|
4.96K
$563K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-7.1K- 16.04% |
$723K - $782K
|
37.2K
$4.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-7.82K- 21.79% |
$796K - $862K
|
28.1K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.31K- 37.13% |
$845K - $915K
|
14.1K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-8.43K- 8.12% |
$858K - $929K
|
95.3K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.19K- 34.56% |
$936K - $1.01M
|
17.4K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-9.62K- 33.68% |
$980K - $1.06M
|
18.9K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.2K- 17.03% |
$1.04M - $1.13M
|
49.8K
$5.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-10.5K- 15.0% |
$1.07M - $1.15M
|
59.3K
$6.73M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.3K- 38.82% |
$1.15M - $1.25M
|
17.8K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12.3K- 99.99% |
$1.26M - $1.36M
|
1
$114
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 4.5% |
$1.3M - $1.4M
|
270K
$30.7M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-13.7K- 32.08% |
$1.39M - $1.51M
|
28.9K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14.5K- 84.75% |
$1.48M - $1.6M
|
2.62K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.3K- 79.38% |
$1.56M - $1.68M
|
3.97K
$451K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 11.97% |
$1.67M - $1.81M
|
121K
$13.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-16.9K- 77.67% |
$1.72M - $1.86M
|
4.87K
$552K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17.2K- 99.98% |
$1.75M - $1.9M
|
3
$341
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.8K- 5.6% |
$1.81M - $1.96M
|
300K
$34M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-18.8K- 49.08% |
$1.92M - $2.07M
|
19.5K
$2.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.1K- 2.35% |
$1.94M - $2.1M
|
794K
$90.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.3K- 16.66% |
$1.96M - $2.13M
|
96.5K
$11M
|