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
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-129- 4.41% |
$13.1K - $14.2K
|
2.8K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-130- 5.49% |
$13.2K - $14.3K
|
2.24K
$254K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-132- 0.76% |
$13.4K - $14.5K
|
17.1K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-135- 12.16% |
$13.7K - $14.9K
|
975
$111K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-141- 1.45% |
$14.4K - $15.5K
|
9.61K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-145- 0.44% |
$14.8K - $16K
|
33.2K
$3.76M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-148- 2.27% |
$15.1K - $16.3K
|
6.39K
$725K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-149- 0.79% |
$15.2K - $16.4K
|
18.7K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-162- 15.14% |
$16.5K - $17.9K
|
908
$103K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-164- 4.05% |
$16.7K - $18.1K
|
3.89K
$441K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-165- 37.59% |
$16.8K - $18.2K
|
274
$31.1K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-169- 5.31% |
$17.2K - $18.6K
|
3.01K
$342K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-170- 1.51% |
$17.3K - $18.7K
|
11.1K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-173- 4.06% |
$17.6K - $19.1K
|
4.09K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-178- 0.79% |
$18.1K - $19.6K
|
22.4K
$2.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-195- 7.88% |
$19.9K - $21.5K
|
2.28K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-211- 0.61% |
$21.5K - $23.3K
|
34.1K
$3.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-215- 0.6% |
$21.9K - $23.7K
|
35.8K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-219- 6.29% |
$22.3K - $24.1K
|
3.26K
$370K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-220- 1.85% |
$22.4K - $24.2K
|
11.6K
$1.32M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-225- 1.89% |
$22.9K - $24.8K
|
11.7K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-226- 6.85% |
$23K - $24.9K
|
3.07K
$349K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-227- 19.37% |
$23.1K - $25K
|
945
$107K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-230- 9.27% |
$23.4K - $25.3K
|
2.25K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-241- 10.05% |
$24.5K - $26.6K
|
2.16K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 56.95% |
$25.5K - $27.6K
|
189
$21.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-252- 2.38% |
$25.7K - $27.8K
|
10.3K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-261- 8.65% |
$26.6K - $28.8K
|
2.76K
$313K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-279- 46.97% |
$28.4K - $30.7K
|
315
$35.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-285- 4.38% |
$29K - $31.4K
|
6.22K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-290- 5.2% |
$29.5K - $32K
|
5.29K
$600K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-291- 2.71% |
$29.6K - $32.1K
|
10.5K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-291- 3.94% |
$29.6K - $32.1K
|
7.1K
$806K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-303- 6.03% |
$30.8K - $33.4K
|
4.72K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-307- 10.28% |
$31.3K - $33.8K
|
2.68K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-309- 7.2% |
$31.5K - $34.1K
|
3.98K
$452K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-310- 12.16% |
$31.6K - $34.2K
|
2.24K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-324- 8.49% |
$33K - $35.7K
|
3.49K
$396K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-350- 16.08% |
$35.6K - $38.6K
|
1.83K
$207K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-353- 2.89% |
$35.9K - $38.9K
|
11.8K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-367- 10.59% |
$37.4K - $40.4K
|
3.1K
$352K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-367- 2.14% |
$37.4K - $40.4K
|
16.8K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-375- 0.98% |
$38.2K - $41.3K
|
38K
$4.32M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-387- 14.94% |
$39.4K - $42.7K
|
2.2K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-393- 8.19% |
$40K - $43.3K
|
4.41K
$500K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-394- 13.93% |
$40.1K - $43.4K
|
2.44K
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-394- 2.81% |
$40.1K - $43.4K
|
13.6K
$1.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-395- 2.59% |
$40.2K - $43.5K
|
14.9K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-400- 34.78% |
$40.7K - $44.1K
|
750
$85.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-407- 12.26% |
$41.4K - $44.9K
|
2.91K
$331K
|