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 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-22- 0.63% |
$2.15K - $2.29K
|
3.45K
$388K
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-24- 0.25% |
$2.34K - $2.5K
|
9.6K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 90.0% |
$2.63K - $2.82K
|
3
$338
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-28- 50.0% |
$2.73K - $2.92K
|
28
$3.15K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-35- 0.14% |
$3.41K - $3.65K
|
25K
$2.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.59% |
$3.51K - $3.75K
|
608
$68.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-37- 1.32% |
$3.61K - $3.86K
|
2.77K
$312K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-42- 1.42% |
$4.1K - $4.38K
|
2.92K
$329K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-43- 0.25% |
$4.19K - $4.48K
|
17K
$1.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-49- 2.28% |
$4.78K - $5.11K
|
2.1K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52- 39.39% |
$5.07K - $5.42K
|
80
$9.01K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-68- 1.73% |
$6.63K - $7.09K
|
3.86K
$434K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-70- 1.26% |
$6.83K - $7.3K
|
5.48K
$617K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-74- 2.58% |
$7.22K - $7.72K
|
2.79K
$314K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-78- 0.89% |
$7.61K - $8.14K
|
8.66K
$975K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 1.85% |
$7.8K - $8.34K
|
4.25K
$479K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-81- 0.37% |
$7.9K - $8.45K
|
22K
$2.48M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-85- 0.63% |
$8.29K - $8.87K
|
13.4K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-93- 1.34% |
$9.07K - $9.7K
|
6.83K
$769K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-100- 1.03% |
$9.75K - $10.4K
|
9.58K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-100- 3.34% |
$9.75K - $10.4K
|
2.89K
$326K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-117- 1.81% |
$11.4K - $12.2K
|
6.36K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-123- 3.72% |
$12K - $12.8K
|
3.19K
$359K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-125- 71.43% |
$12.2K - $13K
|
50
$5.63K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-125- 1.07% |
$12.2K - $13K
|
11.6K
$1.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-127- 0.35% |
$12.4K - $13.2K
|
36.5K
$4.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-148- 0.69% |
$14.4K - $15.4K
|
21.3K
$2.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-150- 2.8% |
$14.6K - $15.6K
|
5.2K
$586K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-150- 0.36% |
$14.6K - $15.6K
|
41.1K
$4.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-150- 0.68% |
$14.6K - $15.6K
|
22K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-152- 0.68% |
$14.8K - $15.9K
|
22.3K
$2.51M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-152- 71.7% |
$14.8K - $15.9K
|
60
$6.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-160- 81.22% |
$15.6K - $16.7K
|
37
$4.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-166- 0.5% |
$16.2K - $17.3K
|
33.3K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-168- 3.6% |
$16.4K - $17.5K
|
4.5K
$507K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-169- 3.41% |
$16.5K - $17.6K
|
4.79K
$540K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-182- 1.88% |
$17.8K - $19K
|
9.51K
$1.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-182- 1.77% |
$17.8K - $19K
|
10.1K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-189- 10.41% |
$18.4K - $19.7K
|
1.63K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-190- 3.42% |
$18.5K - $19.8K
|
5.37K
$605K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-197- 1.48% |
$19.2K - $20.5K
|
13.1K
$1.48M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-200- 71.43% |
$19.5K - $20.9K
|
80
$9.01K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-200- 1.21% |
$19.5K - $20.9K
|
16.4K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-202- 1.08% |
$19.7K - $21.1K
|
18.5K
$2.09M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-202- 36.59% |
$19.7K - $21.1K
|
350
$39.4K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-206- 95.37% |
$20.1K - $21.5K
|
10
$1.13K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-216- 0.56% |
$21.1K - $22.5K
|
38.5K
$4.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-240- 0.4% |
$23.4K - $25K
|
60K
$6.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-243- 8.23% |
$23.7K - $25.3K
|
2.71K
$305K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-247- 2.07% |
$24.1K - $25.8K
|
11.7K
$1.31M
|