Purchases and Sales Made in Q2 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q2 2024. 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 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.57K+ 1.61% |
$377K - $398K
|
225K
$25.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.44KNew |
$364K - $385K
|
3.44K
$388K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.33K+ 14.29% |
$353K - $372K
|
26.6K
$3M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.32KNew |
$352K - $371K
|
3.32K
$374K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.31KNew |
$350K - $370K
|
3.31K
$373K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.24K+ 48.28% |
$343K - $362K
|
9.96K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.2KNew |
$339K - $357K
|
3.2K
$360K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.06K+ 14.53% |
$324K - $342K
|
24.1K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.04K+ 11.21% |
$321K - $339K
|
30.1K
$3.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
2.96K+ 0.82% |
$314K - $331K
|
365K
$41.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.92K+ 29.07% |
$309K - $326K
|
13K
$1.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.92K+ 11.17% |
$309K - $326K
|
29.1K
$3.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.89KNew |
$305K - $322K
|
2.89K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.87KNew |
$304K - $321K
|
2.87K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.84K+ 81.05% |
$301K - $318K
|
6.35K
$715K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.81K+ 13.31% |
$297K - $314K
|
23.9K
$2.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
2.77K+ 6.78% |
$294K - $310K
|
43.7K
$4.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.76KNew |
$292K - $308K
|
2.76K
$310K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
2.74KNew |
$290K - $306K
|
2.74K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.72K+ 7.08% |
$287K - $303K
|
41.1K
$4.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.71K+ 9.89% |
$287K - $303K
|
30.1K
$3.39M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.69K+ 1.3% |
$285K - $300K
|
209K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.62KNew |
$277K - $292K
|
2.62K
$295K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.53KNew |
$268K - $283K
|
2.53K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5KNew |
$265K - $279K
|
2.5K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.39KNew |
$253K - $267K
|
2.39K
$269K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
2.32K+ 3.91% |
$246K - $259K
|
61.7K
$6.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.28K+ 1.47% |
$241K - $255K
|
157K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.26K+ 5.84% |
$239K - $252K
|
40.9K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.22K+ 1109.5% |
$235K - $248K
|
2.42K
$272K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.2KNew |
$233K - $245K
|
2.2K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.12K+ 6.21% |
$224K - $237K
|
36.2K
$4.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.1KNew |
$222K - $234K
|
2.1K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 6.1% |
$214K - $226K
|
35.2K
$3.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2K+ 40.47% |
$212K - $223K
|
6.94K
$781K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2KNew |
$212K - $223K
|
2K
$225K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
2K+ 0.28% |
$211K - $223K
|
714K
$80.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.96K+ 6.3% |
$208K - $219K
|
33.1K
$3.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.95K+ 19.76% |
$206K - $218K
|
11.8K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.93K+ 1.87% |
$204K - $215K
|
105K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.92K+ 87.75% |
$203K - $214K
|
4.11K
$462K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.92K+ 254.11% |
$203K - $214K
|
2.67K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.91KNew |
$202K - $213K
|
1.91K
$215K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.88K+ 2.37% |
$199K - $210K
|
81.3K
$9.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.86K+ 7.95% |
$197K - $208K
|
25.3K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.86K+ 3.98% |
$197K - $208K
|
48.6K
$5.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.83K+ 1.3% |
$194K - $204K
|
143K
$16.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$192K - $203K
|
1.82K
$204K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 22.38% |
$186K - $196K
|
9.61K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.6K+ 5.72% |
$169K - $178K
|
29.5K
$3.32M
|