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
|
Archer Investment Corp
|
BUY
|
- |
152+ 1.7% |
$15.5K - $16.8K
|
9.1K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
150+ 4.05% |
$15.3K - $16.5K
|
3.85K
$437K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
149+ 1.8% |
$15.2K - $16.4K
|
8.44K
$957K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
148+ 1.2% |
$15.1K - $16.3K
|
12.5K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
144+ 0.9% |
$14.7K - $15.9K
|
16.1K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
141+ 2.94% |
$14.4K - $15.5K
|
4.94K
$561K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
139+ 1.36% |
$14.2K - $15.3K
|
10.4K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.04% |
$13.6K - $14.8K
|
13K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
131+ 20.63% |
$13.3K - $14.4K
|
766
$86.9K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
128+ 56.39% |
$13K - $14.1K
|
355
$40.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
124+ 0.76% |
$12.6K - $13.7K
|
16.4K
$1.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
122+ 0.52% |
$12.4K - $13.4K
|
23.7K
$2.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
119+ 2.62% |
$12.1K - $13.1K
|
4.66K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
114+ 3.68% |
$11.6K - $12.6K
|
3.21K
$365K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
108New |
$11K - $11.9K
|
108
$12.3K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 13.89% |
$10.2K - $11K
|
820
$93.1K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
95+ 17.53% |
$9.67K - $10.5K
|
637
$72.3K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 0.78% |
$8.75K - $9.48K
|
11.2K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
85+ 2.79% |
$8.65K - $9.37K
|
3.13K
$355K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
84New |
$8.55K - $9.26K
|
84
$9.53K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
79+ 0.11% |
$8.04K - $8.71K
|
74.2K
$8.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
77+ 0.05% |
$7.84K - $8.49K
|
170K
$19.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 23.44% |
$7.64K - $8.27K
|
395
$44.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
75+ 1.9% |
$7.64K - $8.27K
|
4.02K
$456K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
75+ 0.41% |
$7.64K - $8.27K
|
18.4K
$2.08M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
74+ 0.55% |
$7.53K - $8.16K
|
13.5K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
72+ 0.75% |
$7.33K - $7.94K
|
9.66K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
68+ 0.58% |
$6.92K - $7.49K
|
11.8K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
65+ 0.89% |
$6.62K - $7.16K
|
7.37K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
61+ 1.56% |
$6.21K - $6.72K
|
3.96K
$450K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
59+ 23.6% |
$6.01K - $6.5K
|
309
$35.1K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$5.9K - $6.39K
|
58
$6.58K
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
56+ 0.15% |
$5.7K - $6.17K
|
37.3K
$4.24M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
51New |
$5.19K - $5.62K
|
51
$5.79K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
47+ 0.27% |
$4.78K - $5.18K
|
17.8K
$2.02M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
42+ 1.64% |
$4.28K - $4.63K
|
2.6K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40+ 0.8% |
$4.07K - $4.41K
|
5.04K
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$4.07K - $4.41K
|
40
$4.54K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35+ 0.03% |
$3.56K - $3.86K
|
109K
$12.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32New |
$3.26K - $3.53K
|
32
$3.63K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
32+ 0.77% |
$3.26K - $3.53K
|
4.21K
$477K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
32+ 0.54% |
$3.26K - $3.53K
|
5.98K
$679K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 2.47% |
$2.95K - $3.2K
|
1.2K
$136K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.29% |
$2.85K - $3.09K
|
9.84K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
26+ 0.76% |
$2.65K - $2.87K
|
3.46K
$392K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
26+ 0.12% |
$2.65K - $2.87K
|
21.1K
$2.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 0.19% |
$2.55K - $2.76K
|
13.1K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
25+ 0.66% |
$2.55K - $2.76K
|
3.83K
$435K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25+ 0.35% |
$2.55K - $2.76K
|
7.07K
$803K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
25+ 1.1% |
$2.55K - $2.76K
|
2.29K
$260K
|