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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.59KNew |
$168K - $177K
|
1.59K
$179K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.58K+ 5.63% |
$167K - $177K
|
29.7K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.57K+ 0.6% |
$166K - $175K
|
263K
$29.6M
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
1.45K+ 0.78% |
$154K - $162K
|
187K
$21M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.35K+ 5.98% |
$143K - $150K
|
23.9K
$2.69M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.25K+ 0.39% |
$133K - $140K
|
322K
$36.3M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.24K+ 2.46% |
$132K - $139K
|
51.8K
$5.83M
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.23K+ 9.01% |
$130K - $137K
|
14.8K
$1.67M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.87% |
$119K - $126K
|
130K
$14.6M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.08K+ 10.22% |
$115K - $121K
|
11.7K
$1.31M
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.06K+ 1.19% |
$112K - $118K
|
90.4K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.02K+ 20.21% |
$108K - $114K
|
6.06K
$682K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1K+ 31.0% |
$106K - $112K
|
4.23K
$476K
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1KNew |
$106K - $112K
|
1K
$113K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
994+ 4.39% |
$105K - $111K
|
23.6K
$2.66M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
987+ 57.35% |
$104K - $110K
|
2.71K
$305K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
985+ 23.49% |
$104K - $110K
|
5.18K
$583K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
961+ 4.2% |
$102K - $107K
|
23.8K
$2.68M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
960+ 44.53% |
$102K - $107K
|
3.12K
$351K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
935+ 11.99% |
$99K - $104K
|
8.73K
$983K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
928+ 1.32% |
$98.2K - $104K
|
71.2K
$8.01M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
916+ 29.86% |
$97K - $102K
|
3.98K
$448K
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
904+ 28.9% |
$95.7K - $101K
|
4.03K
$454K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
900+ 4.52% |
$95.3K - $101K
|
20.8K
$2.34M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
880New |
$93.1K - $98.3K
|
880
$99.1K
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
834+ 8.27% |
$88.3K - $93.1K
|
10.9K
$1.23M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
796+ 24.77% |
$84.3K - $88.9K
|
4.01K
$451K
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
788+ 1.37% |
$83.4K - $88K
|
58.2K
$6.55M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
710New |
$75.2K - $79.3K
|
710
$79.9K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
681+ 0.87% |
$72.1K - $76.1K
|
78.6K
$8.85M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
638+ 1.96% |
$67.5K - $71.3K
|
33.2K
$3.73M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
634+ 6.89% |
$67.1K - $70.8K
|
9.84K
$1.11M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
623+ 1.4% |
$65.9K - $69.6K
|
45.1K
$5.07M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
617+ 7.78% |
$65.3K - $68.9K
|
8.55K
$962K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
616+ 61.17% |
$65.2K - $68.8K
|
1.62K
$183K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
607+ 1.73% |
$64.3K - $67.8K
|
35.7K
$4.02M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
601+ 10.03% |
$63.6K - $67.1K
|
6.6K
$742K
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
596+ 0.58% |
$63.1K - $66.6K
|
103K
$11.6M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
583+ 3.74% |
$61.7K - $65.1K
|
16.2K
$1.82M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
575+ 20.57% |
$60.9K - $64.2K
|
3.37K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
543+ 0.74% |
$57.5K - $60.6K
|
74.4K
$8.37M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
537+ 12.02% |
$56.8K - $60K
|
5K
$563K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
527+ 23.53% |
$55.8K - $58.9K
|
2.77K
$311K
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
507+ 8.87% |
$53.7K - $56.6K
|
6.22K
$700K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
501New |
$53K - $56K
|
501
$56.4K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
476+ 1.75% |
$50.4K - $53.2K
|
27.7K
$3.12M
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
440New |
$46.6K - $49.1K
|
440
$49.5K
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
413+ 2.35% |
$43.7K - $46.1K
|
18K
$2.03M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
412+ 4.29% |
$43.6K - $46K
|
10K
$1.13M
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
411+ 3.17% |
$43.5K - $45.9K
|
13.4K
$1.51M
|