Purchases and Sales Made in Q2 2023 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
6.54K
+ 167.18%
$637K - $682K
10.4K $1.18M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
6.42K
New
$626K - $669K
6.42K $722K
Jul 28, 2023 Q2 2023
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
6.4K
New
$624K - $667K
6.4K $720K
Jul 20, 2023 Q2 2023
Vaughan & CO Securities, Inc.

BUY
 -
5.94K
+ 4.35%
$580K - $620K
142K $16M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
5.81K
+ 81.95%
$566K - $606K
12.9K $1.45M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
5.76K
+ 2.95%
$562K - $601K
201K $22.6M
Aug 02, 2023 Q2 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
5.49K
New
$535K - $572K
5.49K $618K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
5.41K
+ 38.58%
$527K - $564K
19.4K $2.19M
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
5.29K
New
$516K - $551K
5.29K $595K
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
5.13K
+ 42.67%
$500K - $535K
17.1K $1.93M
Jul 13, 2023 Q2 2023
Green Square Capital Advisors LLC

BUY
 -
4.84K
+ 29.38%
$472K - $505K
21.3K $2.4M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
4.69K
+ 166.41%
$458K - $489K
7.51K $845K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
4.59K
+ 1.96%
$448K - $479K
238K $26.8M
Jul 07, 2023 Q2 2023
Platte River Wealth Advisors, LLC

BUY
 -
4.5K
+ 144.93%
$439K - $469K
7.61K $856K
Aug 14, 2023 Q2 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
4.47K
New
$436K - $466K
4.47K $503K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
4.4K
+ 27.21%
$429K - $458K
20.6K $2.31M
Aug 03, 2023 Q2 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
4.26K
New
$415K - $444K
4.26K $479K
Aug 11, 2023 Q2 2023
Fil LTD

Hamilton, D0
BUY
 -
4.22K
+ 36.48%
$411K - $440K
15.8K $1.78M
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
4.13K
New
$403K - $431K
4.13K $465K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.06K
+ 142.46%
$396K - $424K
6.92K $778K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.04K
+ 77.89%
$394K - $421K
9.23K $1.04M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
4.03K
+ 10.87%
$393K - $420K
41.1K $4.63M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
3.9K
New
$380K - $406K
3.9K $438K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
3.89K
New
$379K - $406K
3.89K $438K
Jul 12, 2023 Q2 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
3.84K
+ 4.26%
$374K - $400K
94K $10.6M
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
BUY
 -
3.73K
+ 37.64%
$363K - $389K
13.6K $1.53M
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
3.63K
+ 9.74%
$354K - $379K
40.9K $4.61M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
3.54K
New
$345K - $369K
3.54K $398K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
3.47K
New
$338K - $362K
3.47K $391K
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
3.46K
+ 0.42%
$338K - $361K
819K $92.2M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
3.42K
+ 142.79%
$333K - $356K
5.81K $654K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.36K
+ 2.91%
$328K - $351K
119K $13.4M
Aug 08, 2023 Q2 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
3.28K
New
$320K - $342K
3.28K $369K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
3.19K
New
$311K - $333K
3.19K $359K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
3.13K
+ 5.0%
$306K - $327K
65.8K $7.4M
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
3.12K
+ 62.53%
$304K - $326K
8.11K $913K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
3.06K
+ 32.06%
$298K - $319K
12.6K $1.42M
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
3.04K
New
$296K - $317K
3.04K $342K
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
2.7K
+ 39.0%
$263K - $282K
9.62K $1.08M
Aug 09, 2023 Q2 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
2.69K
+ 3.08%
$262K - $281K
90.1K $10.1M
Aug 14, 2023 Q2 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
2.68K
New
$261K - $279K
2.68K $301K
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.62K
New
$256K - $273K
2.62K $295K
Aug 09, 2023 Q2 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
2.52K
+ 1.88%
$246K - $263K
136K $15.4M
Jul 17, 2023 Q2 2023
Mcdonald Partners LLC

BUY
 -
2.52K
New
$246K - $263K
2.52K $283K
Jul 21, 2023 Q2 2023
Bernardo Wealth Planning LLC

BUY
 -
2.49K
+ 2.7%
$243K - $260K
94.6K $10.7M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
2.44K
+ 96.72%
$238K - $255K
4.97K $560K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
2.35K
+ 11.84%
$230K - $246K
22.2K $2.5M
Jul 11, 2023 Q2 2023
Bard Financial Services, Inc.

BUY
 -
2.23K
New
$217K - $232K
2.23K $250K
Jul 31, 2023 Q2 2023
Money Concepts Capital Corp

BUY
 -
2.18K
New
$213K - $228K
2.18K $246K

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