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 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.88KNew |
$192K - $208K
|
1.88K
$212K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1.88KNew |
$191K - $207K
|
1.88K
$212K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 74.04% |
$190K - $206K
|
4.4K
$495K
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
$187K - $202K
|
1.83K
$206K
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.83KNew |
$186K - $202K
|
1.83K
$206K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.83KNew |
$186K - $201K
|
1.83K
$205K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.82K+ 4.45% |
$186K - $201K
|
42.8K
$4.82M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.82KNew |
$185K - $200K
|
1.82K
$205K
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.81K+ 12.62% |
$184K - $199K
|
16.1K
$1.82M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.76K+ 52.68% |
$179K - $194K
|
5.1K
$574K
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.74K+ 5.81% |
$178K - $192K
|
31.8K
$3.58M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.74K+ 21.14% |
$177K - $192K
|
9.98K
$1.12M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.73K+ 21.29% |
$176K - $191K
|
9.86K
$1.11M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.59KNew |
$162K - $175K
|
1.59K
$179K
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.54K+ 10.29% |
$157K - $170K
|
16.5K
$1.86M
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.52K+ 1.68% |
$155K - $168K
|
92.1K
$10.4M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 34.04% |
$151K - $163K
|
5.83K
$657K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.46KNew |
$149K - $161K
|
1.46K
$164K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.45K+ 1746.99% |
$148K - $160K
|
1.53K
$173K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.41K+ 3.78% |
$144K - $156K
|
38.7K
$4.36M
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.27K+ 49.11% |
$129K - $139K
|
3.84K
$432K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 3.35% |
$127K - $137K
|
38.4K
$4.32M
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.22K+ 41.17% |
$124K - $134K
|
4.17K
$469K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.15KNew |
$117K - $127K
|
1.15K
$130K
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.14K+ 4.84% |
$116K - $126K
|
24.8K
$2.79M
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.11K+ 44.95% |
$113K - $123K
|
3.59K
$404K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.11K+ 8.71% |
$112K - $122K
|
13.8K
$1.55M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.04K+ 14.69% |
$106K - $115K
|
8.15K
$917K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.02K+ 14.97% |
$104K - $113K
|
7.86K
$884K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.02K+ 26.57% |
$104K - $112K
|
4.84K
$545K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
968+ 7.34% |
$98.5K - $107K
|
14.2K
$1.59M
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
965+ 9.51% |
$98.2K - $106K
|
11.1K
$1.25M
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
927+ 4.52% |
$94.4K - $102K
|
21.4K
$2.41M
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
912+ 3.62% |
$92.8K - $101K
|
26.1K
$2.94M
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
907+ 4.34% |
$92.3K - $100K
|
21.8K
$2.46M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
902+ 60.05% |
$91.8K - $99.4K
|
2.4K
$271K
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
899+ 0.64% |
$91.5K - $99.1K
|
140K
$15.8M
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
842+ 5.03% |
$85.7K - $92.8K
|
17.6K
$1.98M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
823+ 653.17% |
$83.8K - $90.7K
|
949
$107K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
782+ 2.47% |
$79.6K - $86.2K
|
32.5K
$3.65M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
770+ 27.63% |
$78.4K - $84.9K
|
3.56K
$400K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
769+ 0.6% |
$78.3K - $84.8K
|
129K
$14.5M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
754New |
$76.8K - $83.1K
|
754
$84.9K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
740+ 8.34% |
$75.3K - $81.6K
|
9.61K
$1.08M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
732+ 12.83% |
$74.5K - $80.7K
|
6.44K
$725K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
696+ 21.34% |
$70.9K - $76.7K
|
3.96K
$445K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
685+ 34.49% |
$69.7K - $75.5K
|
2.67K
$301K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
646+ 5.84% |
$65.8K - $71.2K
|
11.7K
$1.32M
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
638+ 2.34% |
$64.9K - $70.3K
|
27.9K
$3.14M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
626+ 5.44% |
$63.7K - $69K
|
12.1K
$1.37M
|