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 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
400+ 3.6% |
$42.3K - $44.7K
|
11.5K
$1.31M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
399+ 9.37% |
$42.2K - $44.6K
|
4.66K
$529K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
398+ 3.45% |
$42.1K - $44.4K
|
11.9K
$1.36M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
380+ 40.04% |
$40.2K - $42.4K
|
1.33K
$151K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
377+ 0.64% |
$39.9K - $42.1K
|
59.5K
$6.75M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
375New |
$39.7K - $41.9K
|
375
$42.6K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
370+ 7.72% |
$39.2K - $41.3K
|
5.16K
$586K
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
348+ 2.65% |
$36.8K - $38.9K
|
13.5K
$1.53M
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
338+ 6.39% |
$35.8K - $37.7K
|
5.63K
$639K
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
325+ 8.46% |
$34.4K - $36.3K
|
4.17K
$473K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
323+ 4.63% |
$34.2K - $36.1K
|
7.3K
$828K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
320+ 16.06% |
$33.9K - $35.7K
|
2.31K
$263K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
308+ 26.71% |
$32.6K - $34.4K
|
1.46K
$166K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
305+ 4.88% |
$32.3K - $34.1K
|
6.56K
$745K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$31.8K - $33.5K
|
300
$34.1K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
296+ 7.03% |
$31.3K - $33.1K
|
4.51K
$512K
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
280+ 1.88% |
$29.6K - $31.3K
|
15.2K
$1.72M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
276+ 21.66% |
$29.2K - $30.8K
|
1.55K
$176K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
275+ 3.73% |
$29.1K - $30.7K
|
7.65K
$868K
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
250+ 0.67% |
$26.5K - $27.9K
|
37.4K
$4.25M
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
246+ 9.77% |
$26K - $27.5K
|
2.76K
$314K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
245+ 4.3% |
$25.9K - $27.4K
|
5.95K
$675K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
245+ 9.14% |
$25.9K - $27.4K
|
2.93K
$332K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
232+ 5.58% |
$24.6K - $25.9K
|
4.39K
$498K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
218+ 6.78% |
$23.1K - $24.3K
|
3.43K
$390K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
212New |
$22.4K - $23.7K
|
212
$24.1K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
204+ 1.14% |
$21.6K - $22.8K
|
18K
$2.05M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
200+ 2.0% |
$21.2K - $22.3K
|
10.2K
$1.16M
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
192+ 4.56% |
$20.3K - $21.4K
|
4.4K
$499K
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
189+ 1.97% |
$20K - $21.1K
|
9.8K
$1.11M
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
176+ 8.93% |
$18.6K - $19.7K
|
2.15K
$244K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
174+ 0.12% |
$18.4K - $19.4K
|
140K
$15.9M
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
166+ 0.77% |
$17.6K - $18.5K
|
21.6K
$2.45M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
161+ 12.1% |
$17K - $18K
|
1.49K
$169K
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
159+ 0.5% |
$16.8K - $17.8K
|
31.9K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 6.27% |
$15.9K - $16.8K
|
2.54K
$288K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
148+ 6.11% |
$15.7K - $16.5K
|
2.57K
$292K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
148New |
$15.7K - $16.5K
|
148
$16.8K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
145+ 6.48% |
$15.3K - $16.2K
|
2.38K
$270K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
141+ 0.19% |
$14.9K - $15.7K
|
75.6K
$8.58M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
140+ 14.58% |
$14.8K - $15.6K
|
1.1K
$125K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
139+ 0.1% |
$14.7K - $15.5K
|
137K
$15.6M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
136New |
$14.4K - $15.2K
|
136
$15.4K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
133+ 6.13% |
$14.1K - $14.9K
|
2.3K
$261K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
117+ 0.87% |
$12.4K - $13.1K
|
13.6K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
117+ 1.0% |
$12.4K - $13.1K
|
11.8K
$1.34M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
110+ 2.76% |
$11.6K - $12.3K
|
4.1K
$465K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
104+ 1.23% |
$11K - $11.6K
|
8.54K
$969K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
104+ 3.65% |
$11K - $11.6K
|
2.96K
$336K
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
102+ 0.87% |
$10.8K - $11.4K
|
11.8K
$1.34M
|