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 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.49KNew |
$558K - $605K
|
5.49K
$618K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.42KNew |
$552K - $598K
|
5.42K
$611K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.07KNew |
$516K - $559K
|
5.07K
$571K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.98KNew |
$507K - $549K
|
4.98K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.94K+ 15.5% |
$502K - $544K
|
36.8K
$4.14M
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
4.65K+ 3.09% |
$474K - $513K
|
155K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$446K - $483K
|
4.38K
$493K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.3K+ 35.7% |
$438K - $474K
|
16.4K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.14KNew |
$422K - $456K
|
4.14K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.1K+ 3.09% |
$418K - $452K
|
137K
$15.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.87K+ 32.14% |
$394K - $427K
|
15.9K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.64K+ 170.86% |
$370K - $401K
|
5.76K
$649K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.59K+ 7.44% |
$366K - $396K
|
51.9K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.5KNew |
$356K - $385K
|
3.5K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.47KNew |
$353K - $382K
|
3.47K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.35KNew |
$341K - $369K
|
3.35K
$377K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.34K+ 6.76% |
$340K - $368K
|
52.7K
$5.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.07KNew |
$312K - $338K
|
3.07K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.05K+ 18.59% |
$310K - $336K
|
19.4K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.99K+ 10.61% |
$304K - $329K
|
31.1K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.96K+ 14.52% |
$301K - $326K
|
23.3K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.9KNew |
$296K - $320K
|
2.9K
$327K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.79KNew |
$284K - $308K
|
2.79K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.73KNew |
$278K - $301K
|
2.73K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.44KNew |
$249K - $269K
|
2.44K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.44K+ 13.1% |
$249K - $269K
|
21.1K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.43K+ 3.41% |
$248K - $268K
|
73.8K
$8.31M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.42KNew |
$246K - $267K
|
2.42K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.28KNew |
$232K - $251K
|
2.28K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.21K+ 5.72% |
$225K - $244K
|
40.9K
$4.61M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21K+ 10.41% |
$225K - $243K
|
23.4K
$2.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.15KNew |
$219K - $237K
|
2.15K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.14KNew |
$218K - $236K
|
2.14K
$241K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.1KNew |
$214K - $232K
|
2.1K
$237K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.08K+ 3.13% |
$212K - $229K
|
68.5K
$7.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.04KNew |
$208K - $225K
|
2.04K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.03KNew |
$207K - $224K
|
2.03K
$229K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.02K+ 1.31% |
$206K - $223K
|
156K
$17.6M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2KNew |
$203K - $220K
|
2K
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.97KNew |
$201K - $217K
|
1.97K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 1.86% |
$200K - $217K
|
108K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.96KNew |
$200K - $216K
|
1.96K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.95KNew |
$199K - $215K
|
1.95K
$220K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.95KNew |
$198K - $214K
|
1.95K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.93KNew |
$197K - $213K
|
1.93K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.9KNew |
$194K - $210K
|
1.9K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.9KNew |
$193K - $209K
|
1.9K
$214K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.89KNew |
$193K - $209K
|
1.89K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.89KNew |
$192K - $208K
|
1.89K
$213K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.89KNew |
$192K - $208K
|
1.89K
$213K
|