Purchases and Sales Made in Q2 2023 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.44K- 6.38% |
$823K - $880K
|
124K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.14K- 7.03% |
$891K - $953K
|
121K
$13.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-9.18K- 8.28% |
$896K - $958K
|
102K
$11.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-10.5K- 49.24% |
$1.02M - $1.09M
|
10.8K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.9K- 79.64% |
$1.06M - $1.14M
|
2.79K
$314K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-11.4K- 39.08% |
$1.11M - $1.19M
|
17.8K
$2M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-11.6K- 5.8% |
$1.13M - $1.21M
|
188K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12.1K- 13.68% |
$1.18M - $1.27M
|
76.6K
$8.62M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-13.4K- 49.14% |
$1.31M - $1.4M
|
13.9K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-13.5K- 36.99% |
$1.32M - $1.41M
|
23K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-13.6K- 19.26% |
$1.33M - $1.42M
|
57K
$6.41M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-13.7K- 60.14% |
$1.33M - $1.42M
|
9.05K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.7K- 40.44% |
$1.33M - $1.43M
|
20.1K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.9K- 49.91% |
$1.36M - $1.45M
|
14K
$1.57M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.9K- 49.91% |
$1.36M - $1.45M
|
14K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.9K- 4.82% |
$1.45M - $1.55M
|
294K
$33.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.2K- 62.21% |
$1.48M - $1.58M
|
9.23K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-15.2K- 16.27% |
$1.48M - $1.59M
|
78.3K
$8.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.3K- 0.83% |
$1.5M - $1.6M
|
1.84M
$207M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.9K- 19.13% |
$1.55M - $1.66M
|
67.2K
$7.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-16.2K- 14.94% |
$1.58M - $1.69M
|
92.3K
$10.4M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16.8K- 37.36% |
$1.64M - $1.76M
|
28.2K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.6K- 0.6% |
$1.81M - $1.94M
|
3.08M
$347M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-19.1K- 16.7% |
$1.87M - $2M
|
95.5K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.5K- 39.67% |
$1.9M - $2.03M
|
29.7K
$3.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19.6K- 69.1% |
$1.91M - $2.04M
|
8.76K
$987K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.6K- 11.99% |
$1.91M - $2.05M
|
144K
$16.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.7K- 18.91% |
$1.92M - $2.05M
|
84.5K
$9.51M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-19.9K- 18.57% |
$1.94M - $2.07M
|
87.2K
$9.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-21.4K- 8.3% |
$2.09M - $2.23M
|
236K
$26.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-21.5K- 94.82% |
$2.1M - $2.24M
|
1.17K
$132K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-22.3K- 55.03% |
$2.18M - $2.33M
|
18.2K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-25.4K- 21.68% |
$2.47M - $2.65M
|
91.6K
$10.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-26K- 36.11% |
$2.54M - $2.71M
|
46K
$5.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-26.2K- 37.55% |
$2.56M - $2.73M
|
43.6K
$4.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.5K- 11.29% |
$2.59M - $2.77M
|
209K
$23.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.6K- 10.15% |
$2.6M - $2.78M
|
236K
$26.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-29.7K- 65.45% |
$2.9M - $3.1M
|
15.7K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-31.2K- 2.95% |
$3.04M - $3.26M
|
1.03M
$115M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-34.5K- 13.79% |
$3.36M - $3.59M
|
215K
$24.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-38.5K- 84.85% |
$3.76M - $4.02M
|
6.88K
$774K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-49.6K- 88.07% |
$4.84M - $5.17M
|
6.72K
$756K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.7K- 5.51% |
$4.95M - $5.29M
|
869K
$97.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-52.9K- 68.23% |
$5.16M - $5.52M
|
24.6K
$2.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-60.1K- 63.55% |
$5.86M - $6.26M
|
34.5K
$3.88M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-65.5K- 95.38% |
$6.38M - $6.83M
|
3.17K
$357K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-81.3K- 87.37% |
$7.93M - $8.48M
|
11.8K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-110K- 7.5% |
$10.8M - $11.5M
|
1.36M
$153M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-148K- 7.31% |
$14.5M - $15.5M
|
1.88M
$212M
|
|
|
Aug 04, 2023
Q2 2023
|
Cvs Health Corp
Woonsocket, RI |
SELL
|
- |
-170K- 35.66% |
$16.6M - $17.7M
|
307K
$34.5M
|