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 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
24+ 0.32% |
$2.44K - $2.65K
|
7.52K
$853K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23+ 0.65% |
$2.34K - $2.53K
|
3.59K
$407K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20+ 0.49% |
$2.04K - $2.2K
|
4.07K
$462K
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
20+ 0.12% |
$2.04K - $2.2K
|
16.1K
$1.82M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
19+ 0.3% |
$1.93K - $2.09K
|
6.26K
$710K
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
19+ 0.45% |
$1.93K - $2.09K
|
4.26K
$483K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
18+ 0.18% |
$1.83K - $1.98K
|
9.79K
$1.11M
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.59% |
$1.83K - $1.98K
|
3.07K
$348K
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.75% |
$1.83K - $1.98K
|
2.42K
$275K
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17+ 0.77% |
$1.73K - $1.87K
|
2.22K
$252K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
17+ 0.25% |
$1.73K - $1.87K
|
6.85K
$777K
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
16+ 0.31% |
$1.63K - $1.76K
|
5.17K
$587K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
16New |
$1.63K - $1.76K
|
16
$1.82K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.68% |
$1.43K - $1.54K
|
2.07K
$235K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 0.8% |
$1.43K - $1.54K
|
1.77K
$201K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.43K - $1.54K
|
14
$1.59K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.44% |
$1.43K - $1.54K
|
3.21K
$364K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.23% |
$1.12K - $1.21K
|
4.85K
$550K
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.37% |
$1.12K - $1.21K
|
2.97K
$337K
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
10+ 0.19% |
$1.02K - $1.1K
|
5.32K
$604K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.34% |
$1.02K - $1.1K
|
2.94K
$333K
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$1.02K - $1.1K
|
6.34K
$719K
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
8+ 0.26% |
$814 - $882
|
3.05K
$346K
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8+ 0.23% |
$814 - $882
|
3.45K
$392K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$509 - $551
|
5
$568
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.19% |
$509 - $551
|
2.59K
$294K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5+ 0.21% |
$509 - $551
|
2.36K
$268K
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5+ 0.17% |
$509 - $551
|
2.93K
$333K
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$509 - $551
|
2.97K
$337K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5+ 0.15% |
$509 - $551
|
3.39K
$384K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.77% |
$407 - $441
|
525
$59.6K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4+ 0.73% |
$407 - $441
|
553
$62.8K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.16% |
$407 - $441
|
2.58K
$293K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.72% |
$407 - $441
|
558
$63.3K
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.7% |
$407 - $441
|
576
$65.4K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.13% |
$407 - $441
|
3.12K
$354K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
3+ 0.16% |
$305 - $331
|
1.91K
$217K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.02% |
$305 - $331
|
13.6K
$1.55M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.08% |
$305 - $331
|
3.99K
$452K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.09% |
$204 - $220
|
2.21K
$251K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$204 - $220
|
8.74K
$992K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.31% |
$102 - $110
|
322
$36.5K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$102 - $110
|
240
$27.2K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.16% |
$102 - $110
|
639
$72.5K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.13% |
$102 - $110
|
773
$87.7K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.28K
$259K
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.05% |
$102 - $110
|
2.01K
$228K
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.79% |
$102 - $110
|
128
$14.5K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|