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 13, 2023 Q2 2023
Aprio Wealth Management, LLC

BUY
 -
2.17K
New
$211K - $226K
2.17K $244K
Apr 12, 2024 Q2 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
2.14K
+ 9.48%
$208K - $223K
24.7K $2.78M
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.12K
New
$206K - $221K
2.12K $238K
Aug 08, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.12K
New
$206K - $221K
2.12K $238K
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
2.03K
New
$198K - $212K
2.03K $228K
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
2K
New
$195K - $209K
2K $225K
Jul 14, 2023 Q2 2023
Trinity Wealth Management, LLC

BUY
 -
1.96K
+ 3.55%
$191K - $204K
57.1K $6.42M
Aug 14, 2023 Q2 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
1.78K
+ 1.07%
$173K - $185K
167K $18.8M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
1.75K
+ 12.98%
$171K - $182K
15.2K $1.71M
Jul 21, 2023 Q2 2023
Unique Wealth, LLC

Tampa, FL
BUY
 -
1.71K
+ 6.36%
$167K - $178K
28.6K $3.22M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.55K
+ 36.85%
$151K - $162K
5.76K $648K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
1.49K
+ 32.37%
$146K - $156K
6.11K $687K
Jul 18, 2023 Q2 2023
Strategic Equity Management

BUY
 -
1.47K
+ 1.88%
$143K - $153K
79.6K $8.97M
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.45K
+ 4.25%
$142K - $151K
35.6K $4.01M
Aug 15, 2023 Q2 2023
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
1.42K
+ 3.39%
$138K - $148K
43.2K $4.86M
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1.4K
+ 2.24%
$136K - $146K
63.9K $7.19M
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
1.37K
+ 1.29%
$134K - $143K
107K $12.1M
Jul 11, 2023 Q2 2023
Keystone Financial Planning, Inc.

BUY
 -
1.35K
+ 3.82%
$131K - $140K
36.6K $4.11M
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
1.34K
+ 30.99%
$131K - $140K
5.68K $640K
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.34K
+ 1.07%
$130K - $139K
126K $14.2M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.34K
+ 1.07%
$130K - $139K
126K $14.2M
Jul 18, 2023 Q2 2023
Sowa Financial Group, Inc.

Lincoln, RI
BUY
 -
1.33K
+ 2.83%
$130K - $139K
48.4K $5.45M
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.3K
+ 9.23%
$126K - $135K
15.3K $1.73M
Aug 14, 2023 Q2 2023
Merriman Wealth Management, LLC

BUY
 -
1.22K
+ 29.53%
$119K - $127K
5.33K $600K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
1.19K
+ 7.44%
$116K - $124K
17.1K $1.93M
Jul 18, 2023 Q2 2023
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
1.15K
+ 4.6%
$112K - $120K
26.2K $2.95M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.15K
+ 0.97%
$112K - $119K
119K $13.4M
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
1.11K
+ 28.72%
$108K - $116K
4.97K $559K
Jul 07, 2023 Q2 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
1.02K
+ 5.4%
$99.5K - $106K
19.9K $2.24M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.01K
+ 3.44%
$98.2K - $105K
30.3K $3.41M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
968
+ 4.88%
$94.4K - $101K
20.8K $2.34M
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
926
New
$90.3K - $96.6K
926 $104K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
866
New
$84.5K - $90.3K
866 $97.5K
Jul 18, 2023 Q2 2023
Smithbridge Asset Management Inc

BUY
 -
866
+ 41.9%
$84.5K - $90.3K
2.93K $330K
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
863
+ 2.61%
$84.2K - $90K
34K $3.82M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
836
+ 0.16%
$81.5K - $87.2K
521K $58.7M
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
830
New
$81K - $86.6K
830 $93.4K
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
825
+ 649.61%
$80.5K - $86K
952 $107K
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
813
+ 23.78%
$79.3K - $84.8K
4.23K $476K
Aug 14, 2023 Q2 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
800
+ 1600.0%
$78K - $83.4K
850 $95.7K
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
800
New
$78K - $83.4K
800 $90.1K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
800
+ 3.91%
$78K - $83.4K
21.3K $2.39M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
786
+ 6.4%
$76.7K - $82K
13.1K $1.47M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
766
+ 94.68%
$74.7K - $79.9K
1.58K $177K
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
727
+ 19.54%
$70.9K - $75.8K
4.45K $501K
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
726
+ 8.54%
$70.8K - $75.7K
9.23K $1.04M
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
715
+ 5.68%
$69.7K - $74.6K
13.3K $1.5M
Jul 13, 2023 Q2 2023
Phoenix Wealth Advisors

BUY
 -
687
+ 1.37%
$67K - $71.7K
50.7K $5.71M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
618
+ 0.81%
$60.3K - $64.5K
76.6K $8.62M

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