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 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 3.13% |
$102 - $110
|
31
$3.49K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1- 0.02% |
$102 - $110
|
5.49K
$618K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.03% |
$102 - $110
|
3.08K
$346K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
SELL
|
- |
-7- 0.24% |
$713 - $771
|
2.9K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-14- 0.42% |
$1.43K - $1.54K
|
3.32K
$374K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-15- 0.24% |
$1.53K - $1.65K
|
6.21K
$698K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-16- 0.29% |
$1.63K - $1.76K
|
5.49K
$618K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-19- 1.62% |
$1.93K - $2.09K
|
1.15K
$130K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-19- 3.69% |
$1.93K - $2.09K
|
496
$55.8K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 0.16% |
$2.04K - $2.2K
|
12.9K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-20- 0.16% |
$2.04K - $2.2K
|
12.3K
$1.39M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20- 2.66% |
$2.04K - $2.2K
|
732
$82.4K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-22- 0.76% |
$2.24K - $2.42K
|
2.86K
$322K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 30.0% |
$2.44K - $2.65K
|
56
$6.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.93% |
$2.55K - $2.76K
|
2.65K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25- 0.16% |
$2.55K - $2.76K
|
15.5K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-30- 0.2% |
$3.05K - $3.31K
|
15.1K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34- 0.25% |
$3.46K - $3.75K
|
13.4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-36- 0.29% |
$3.66K - $3.97K
|
12.2K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-36- 5.25% |
$3.66K - $3.97K
|
650
$73.2K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-39- 0.54% |
$3.97K - $4.3K
|
7.19K
$810K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-47- 5.79% |
$4.78K - $5.18K
|
765
$86.1K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-50- 2.25% |
$5.09K - $5.51K
|
2.17K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-51- 0.21% |
$5.19K - $5.62K
|
23.7K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-51- 1.2% |
$5.19K - $5.62K
|
4.19K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-52- 4.79% |
$5.29K - $5.73K
|
1.03K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52- 1.46% |
$5.29K - $5.73K
|
3.51K
$395K
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-56- 2.14% |
$5.7K - $6.17K
|
2.56K
$288K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-68- 10.18% |
$6.92K - $7.49K
|
600
$67.5K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-73- 0.35% |
$7.43K - $8.05K
|
20.7K
$2.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-78- 1.4% |
$7.94K - $8.6K
|
5.5K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-80- 0.72% |
$8.14K - $8.82K
|
11.1K
$1.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-83- 1.66% |
$8.45K - $9.15K
|
4.93K
$555K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-90- 0.34% |
$9.16K - $9.92K
|
26.7K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-91- 0.22% |
$9.26K - $10K
|
40.9K
$4.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 90.38% |
$9.57K - $10.4K
|
10
$1.13K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-97- 3.02% |
$9.87K - $10.7K
|
3.11K
$350K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-98- 1.21% |
$9.98K - $10.8K
|
7.99K
$900K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 2.32% |
$10.2K - $11K
|
4.22K
$475K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-100- 2.66% |
$10.2K - $11K
|
3.67K
$413K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-107- 10.18% |
$10.9K - $11.8K
|
944
$106K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-107- 1.26% |
$10.9K - $11.8K
|
8.36K
$941K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-114- 2.06% |
$11.6K - $12.6K
|
5.43K
$611K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-114- 8.21% |
$11.6K - $12.6K
|
1.27K
$143K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-115- 1.81% |
$11.7K - $12.7K
|
6.25K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-115- 1.45% |
$11.7K - $12.7K
|
7.84K
$883K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-120- 1.34% |
$12.2K - $13.2K
|
8.84K
$995K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-122- 3.66% |
$12.4K - $13.4K
|
3.21K
$361K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-124- 1.47% |
$12.6K - $13.7K
|
8.34K
$939K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-126- 0.17% |
$12.8K - $13.9K
|
75.7K
$8.52M
|