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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-21K- 2.24% |
$2.14M - $2.31M
|
915K
$104M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.7K- 5.0% |
$2.51M - $2.72M
|
469K
$53.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-30.2K- 15.47% |
$3.08M - $3.33M
|
165K
$18.7M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-31.4K- 72.04% |
$3.2M - $3.46M
|
12.2K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-33.4K- 74.32% |
$3.4M - $3.68M
|
11.5K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-40.4K- 62.28% |
$4.12M - $4.46M
|
24.5K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-41.7K- 4.95% |
$4.24M - $4.59M
|
800K
$90.8M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-43.5K- 91.18% |
$4.43M - $4.8M
|
4.21K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45.2K- 22.32% |
$4.6M - $4.98M
|
157K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.2K- 3.22% |
$4.71M - $5.1M
|
1.39M
$158M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.6K- 11.5% |
$4.85M - $5.25M
|
366K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-57.4K- 97.73% |
$5.84M - $6.33M
|
1.33K
$151K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-68.9K- 58.82% |
$7.01M - $7.59M
|
48.2K
$5.47M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-69.6K- 72.49% |
$7.08M - $7.67M
|
26.4K
$3M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-70.9K- 92.45% |
$7.21M - $7.81M
|
5.79K
$657K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-71.2K- 4.38% |
$7.25M - $7.84M
|
1.55M
$176M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-71.2K- 70.33% |
$7.25M - $7.85M
|
30K
$3.41M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-77.6K- 5.97% |
$7.9M - $8.55M
|
1.22M
$139M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-77.7K- 93.23% |
$7.91M - $8.56M
|
5.64K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-114K- 18.83% |
$11.6M - $12.5M
|
490K
$55.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-129K- 2.66% |
$13.2M - $14.3M
|
4.74M
$538M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-194K- 21.4% |
$19.7M - $21.4M
|
712K
$80.9M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-514K- 99.62% |
$52.3M - $56.6M
|
1.96K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.39M- 51.5% |
$141M - $153M
|
1.31M
$148M
|