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
Aug 11, 2023 Q2 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
180
+ 2.06%
$17.6K - $18.8K
8.91K $1M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
170
+ 2.33%
$16.6K - $17.7K
7.47K $840K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
160
+ 4.54%
$15.6K - $16.7K
3.69K $415K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
152
+ 0.73%
$14.8K - $15.9K
20.9K $2.35M
Jul 28, 2023 Q2 2023
Hallmark Capital Management Inc

BUY
 -
146
New
$14.2K - $15.2K
146 $16.4K
Aug 02, 2023 Q2 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
134
+ 0.94%
$13.1K - $14K
14.4K $1.62M
Jul 21, 2023 Q2 2023
Richwood Investment Advisors, LLC

BUY
 -
127
+ 2.69%
$12.4K - $13.2K
4.85K $546K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
126
+ 3.7%
$12.3K - $13.1K
3.53K $398K
Jul 20, 2023 Q2 2023
Tiedemann Advisors, LLC

BUY
 -
124
+ 0.8%
$12.1K - $12.9K
15.7K $1.76M
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
119
+ 0.77%
$11.6K - $12.4K
15.6K $1.76M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
111
+ 2.93%
$10.8K - $11.6K
3.89K $438K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
110
+ 2.6%
$10.7K - $11.5K
4.34K $488K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
110
+ 3.93%
$10.7K - $11.5K
2.91K $328K
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
109
+ 3.57%
$10.6K - $11.4K
3.16K $356K
Jul 13, 2023 Q2 2023
Consilio Wealth Advisors, LLC

BUY
 -
109
+ 4.69%
$10.6K - $11.4K
2.44K $274K
Aug 14, 2023 Q2 2023
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
105
+ 0.74%
$10.2K - $11K
14.2K $1.6M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
102
+ 0.94%
$9.95K - $10.6K
10.9K $1.23M
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
100
+ 4.72%
$9.75K - $10.4K
2.22K $250K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
95
+ 39.92%
$9.27K - $9.91K
333 $37.5K
Aug 11, 2023 Q2 2023
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
88
+ 0.8%
$8.58K - $9.18K
11.1K $1.24M
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
84
+ 1.35%
$8.19K - $8.76K
6.31K $710K
Aug 08, 2023 Q2 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
82
+ 2.69%
$8K - $8.55K
3.13K $352K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
73
+ 0.05%
$7.12K - $7.61K
161K $18.1M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
69
+ 0.6%
$6.73K - $7.2K
11.5K $1.3M
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
65
+ 0.55%
$6.34K - $6.78K
11.8K $1.33M
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
63
+ 13.91%
$6.15K - $6.57K
516 $58.1K
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

BUY
 -
62
+ 1.63%
$6.05K - $6.47K
3.86K $434K
Aug 01, 2023 Q2 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
56
+ 0.43%
$5.46K - $5.84K
13.2K $1.49M
Jul 12, 2023 Q2 2023
Berkshire Bank

BUY
 -
51
+ 0.44%
$4.97K - $5.32K
11.7K $1.32M
Jul 19, 2023 Q2 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
50
+ 1.35%
$4.88K - $5.22K
3.75K $422K
Aug 09, 2023 Q2 2023
Provident Investment Management, Inc.

Novi, MI
BUY
 -
50
+ 2.38%
$4.88K - $5.22K
2.15K $242K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
41
+ 0.42%
$4K - $4.28K
9.74K $1.1M
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
39
+ 9.75%
$3.8K - $4.07K
439 $49.4K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
33
+ 7.33%
$3.22K - $3.44K
483 $54.4K
Jul 24, 2023 Q2 2023
Marion Wealth Management

BUY
 -
32
+ 0.64%
$3.12K - $3.34K
5.05K $568K
Jul 17, 2023 Q2 2023
Madrona Financial Services, LLC

BUY
 -
31
+ 0.79%
$3.02K - $3.23K
3.96K $446K
Aug 09, 2023 Q2 2023
Clear Investment Research, LLC

BUY
 -
31
+ 4.82%
$3.02K - $3.23K
674 $75.9K
Jul 31, 2023 Q2 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
30
New
$2.93K - $3.13K
30 $3.38K
Jul 31, 2023 Q2 2023
Means Investment Co., Inc.

BUY
 -
28
+ 0.75%
$2.73K - $2.92K
3.78K $425K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
28
+ 0.19%
$2.73K - $2.92K
14.5K $1.63M
Aug 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
25
+ 0.19%
$2.44K - $2.61K
13.2K $1.49M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
23
+ 1.95%
$2.24K - $2.4K
1.2K $135K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
23
+ 1.61%
$2.24K - $2.4K
1.45K $163K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
22
+ 0.39%
$2.15K - $2.29K
5.65K $636K
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

BUY
 -
20
+ 0.5%
$1.95K - $2.09K
4K $450K
Aug 10, 2023 Q2 2023
Heron Financial Group, LLC

BUY
 -
20
+ 0.51%
$1.95K - $2.09K
3.94K $443K
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
18
+ 0.76%
$1.76K - $1.88K
2.39K $269K
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
18
+ 0.78%
$1.76K - $1.88K
2.33K $262K
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
17
+ 0.8%
$1.66K - $1.77K
2.16K $243K

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