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 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-411- 0.49% |
$41.8K - $45.3K
|
83.8K
$9.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-425- 19.8% |
$43.3K - $46.8K
|
1.72K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-427- 6.3% |
$43.5K - $47.1K
|
6.35K
$721K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-428- 5.78% |
$43.6K - $47.2K
|
6.97K
$791K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-437- 1.66% |
$44.5K - $48.2K
|
25.9K
$2.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-452- 2.6% |
$46K - $49.8K
|
17K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-454- 1.58% |
$46.2K - $50K
|
28.3K
$3.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-462- 16.44% |
$47K - $50.9K
|
2.35K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-466- 1.19% |
$47.4K - $51.4K
|
38.6K
$4.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-474- 18.83% |
$48.3K - $52.2K
|
2.04K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-483- 4.25% |
$49.2K - $53.2K
|
10.9K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-486- 19.42% |
$49.5K - $53.6K
|
2.02K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-494- 2.26% |
$50.3K - $54.4K
|
21.3K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-499- 7.71% |
$50.8K - $55K
|
5.97K
$678K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-510- 4.27% |
$51.9K - $56.2K
|
11.4K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-530- 11.74% |
$54K - $58.4K
|
3.99K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-530- 17.49% |
$54K - $58.4K
|
2.5K
$284K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-536- 9.27% |
$54.6K - $59.1K
|
5.25K
$596K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-551- 2.97% |
$56.1K - $60.7K
|
18K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-552- 5.64% |
$56.2K - $60.8K
|
9.23K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-569- 21.82% |
$57.9K - $62.7K
|
2.04K
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-571- 14.11% |
$58.1K - $62.9K
|
3.48K
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-578- 14.05% |
$58.8K - $63.7K
|
3.54K
$401K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-580- 72.41% |
$59K - $63.9K
|
221
$25.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-583- 20.76% |
$59.3K - $64.3K
|
2.23K
$253K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-583- 4.8% |
$59.3K - $64.3K
|
11.6K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-593- 22.3% |
$60.4K - $65.4K
|
2.07K
$234K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-602- 4.83% |
$61.3K - $66.3K
|
11.9K
$1.34M
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-610- 21.27% |
$62.1K - $67.2K
|
2.26K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-610- 8.81% |
$62.1K - $67.2K
|
6.31K
$717K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-632- 6.73% |
$64.3K - $69.7K
|
8.77K
$995K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-655- 2.83% |
$66.7K - $72.2K
|
22.5K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-657- 1.39% |
$66.9K - $72.4K
|
46.7K
$5.3M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-659- 1.59% |
$67.1K - $72.6K
|
40.7K
$4.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-668- 12.5% |
$68K - $73.6K
|
4.67K
$530K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-670- 19.2% |
$68.2K - $73.8K
|
2.82K
$320K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-706- 1.65% |
$71.9K - $77.8K
|
42K
$4.77M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-719- 2.16% |
$73.2K - $79.2K
|
32.5K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-735- 0.71% |
$74.8K - $81K
|
103K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-759- 11.53% |
$77.3K - $83.6K
|
5.82K
$661K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-763- 1.57% |
$77.7K - $84.1K
|
47.7K
$5.41M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-771- 26.68% |
$78.5K - $85K
|
2.12K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-772- 7.5% |
$78.6K - $85.1K
|
9.52K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-800- 15.9% |
$81.4K - $88.2K
|
4.23K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-815- 5.41% |
$83K - $89.8K
|
14.3K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-828- 2.38% |
$84.3K - $91.3K
|
33.9K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-863- 4.98% |
$87.9K - $95.1K
|
16.5K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-924- 35.52% |
$94.1K - $102K
|
1.68K
$190K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-932- 7.47% |
$94.9K - $103K
|
11.6K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-933- 0.77% |
$95K - $103K
|
120K
$13.6M
|