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
|
Ascent Group, LLC
|
SELL
|
- |
-260- 6.46% |
$25.4K - $27.1K
|
3.76K
$424K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-286- 1.88% |
$27.9K - $29.8K
|
14.9K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-287- 7.68% |
$28K - $29.9K
|
3.45K
$388K
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-288- 1.94% |
$28.1K - $30K
|
14.5K
$1.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-288- 0.52% |
$28.1K - $30K
|
55.1K
$6.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-291- 7.29% |
$28.4K - $30.4K
|
3.7K
$417K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-293- 1.14% |
$28.6K - $30.6K
|
25.4K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-295- 2.85% |
$28.8K - $30.8K
|
10.1K
$1.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-300- 1.36% |
$29.3K - $31.3K
|
21.8K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-301- 0.94% |
$29.4K - $31.4K
|
31.6K
$3.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-304- 9.46% |
$29.7K - $31.7K
|
2.91K
$328K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-304- 20.27% |
$29.7K - $31.7K
|
1.2K
$135K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-308- 1.18% |
$30K - $32.1K
|
25.8K
$2.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-312- 0.81% |
$30.4K - $32.5K
|
38.4K
$4.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-314- 6.56% |
$30.6K - $32.8K
|
4.47K
$503K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-320- 77.11% |
$31.2K - $33.4K
|
95
$10.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-336- 3.07% |
$32.8K - $35K
|
10.6K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-359- 2.17% |
$35K - $37.4K
|
16.2K
$1.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-375- 2.27% |
$36.6K - $39.1K
|
16.2K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-388- 3.85% |
$37.8K - $40.5K
|
9.68K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-389- 5.14% |
$37.9K - $40.6K
|
7.18K
$808K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-400- 4.63% |
$39K - $41.7K
|
8.25K
$928K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-406- 2.08% |
$39.6K - $42.3K
|
19.1K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-429- 3.89% |
$41.8K - $44.7K
|
10.6K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-436- 1.21% |
$42.5K - $45.5K
|
35.6K
$4M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-437- 5.19% |
$42.6K - $45.6K
|
7.98K
$898K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-442- 10.59% |
$43.1K - $46.1K
|
3.73K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-452- 7.29% |
$44.1K - $47.1K
|
5.75K
$647K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-462- 1.2% |
$45.1K - $48.2K
|
38K
$4.28M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-468- 15.38% |
$45.6K - $48.8K
|
2.58K
$290K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-489- 4.09% |
$47.7K - $51K
|
11.5K
$1.29M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-490- 10.09% |
$47.8K - $51.1K
|
4.37K
$492K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-495- 11.82% |
$48.3K - $51.6K
|
3.69K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-500- 19.85% |
$48.8K - $52.2K
|
2.02K
$227K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-510- 11.02% |
$49.7K - $53.2K
|
4.12K
$464K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-530- 12.2% |
$51.7K - $55.3K
|
3.82K
$429K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-530- 12.2% |
$51.7K - $55.3K
|
3.82K
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-545- 2.62% |
$53.2K - $56.8K
|
20.3K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-550- 7.99% |
$53.6K - $57.4K
|
6.34K
$713K
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-550- 13.76% |
$53.6K - $57.4K
|
3.45K
$388K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-553- 2.01% |
$53.9K - $57.7K
|
26.9K
$3.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-561- 21.8% |
$54.7K - $58.5K
|
2.01K
$226K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-585- 9.25% |
$57.1K - $61K
|
5.74K
$646K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-587- 16.07% |
$57.3K - $61.2K
|
3.07K
$345K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-592- 2.43% |
$57.7K - $61.7K
|
23.8K
$2.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-594- 1.55% |
$57.9K - $62K
|
37.7K
$4.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-606- 9.76% |
$59.1K - $63.2K
|
5.61K
$631K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-612- 11.37% |
$59.7K - $63.8K
|
4.77K
$537K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-649- 1.87% |
$63.3K - $67.7K
|
34K
$3.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-664- 7.92% |
$64.8K - $69.3K
|
7.72K
$869K
|