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 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 0.9% |
$10.6K - $11.2K
|
11.2K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
99+ 0.68% |
$10.5K - $11.1K
|
14.6K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
97+ 0.87% |
$10.3K - $10.8K
|
11.3K
$1.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91New |
$9.63K - $10.2K
|
91
$10.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
90+ 8.41% |
$9.53K - $10.1K
|
1.16K
$131K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
89+ 1.9% |
$9.42K - $9.94K
|
4.76K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
87+ 2.26% |
$9.21K - $9.72K
|
3.94K
$443K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
86+ 0.54% |
$9.1K - $9.6K
|
16.2K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
83+ 0.7% |
$8.79K - $9.27K
|
11.9K
$1.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 0.95% |
$7.94K - $8.38K
|
8.01K
$901K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
70+ 0.46% |
$7.41K - $7.82K
|
15.1K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
70+ 0.21% |
$7.41K - $7.82K
|
33.6K
$3.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
69+ 3.67% |
$7.3K - $7.71K
|
1.95K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66+ 4.61% |
$6.99K - $7.37K
|
1.5K
$169K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
64+ 0.95% |
$6.77K - $7.15K
|
6.8K
$765K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
60+ 3.3% |
$6.35K - $6.7K
|
1.88K
$212K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
60+ 0.32% |
$6.35K - $6.7K
|
18.8K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 0.56% |
$5.61K - $5.92K
|
9.57K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
46+ 0.91% |
$4.87K - $5.14K
|
5.09K
$572K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
45+ 0.33% |
$4.76K - $5.03K
|
13.5K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
45+ 0.45% |
$4.76K - $5.03K
|
10K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
44+ 0.62% |
$4.66K - $4.91K
|
7.11K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
42+ 0.56% |
$4.45K - $4.69K
|
7.56K
$851K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
40+ 0.41% |
$4.23K - $4.47K
|
9.7K
$1.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36+ 0.9% |
$3.81K - $4.02K
|
4.02K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
30+ 0.87% |
$3.18K - $3.35K
|
3.49K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30+ 35.71% |
$3.18K - $3.35K
|
114
$12.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
25+ 0.86% |
$2.65K - $2.79K
|
2.94K
$331K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$2.33K - $2.46K
|
22
$2.48K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
21+ 0.21% |
$2.22K - $2.35K
|
9.81K
$1.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
20+ 0.12% |
$2.12K - $2.23K
|
17.3K
$1.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
20+ 0.39% |
$2.12K - $2.23K
|
5.19K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
20+ 0.77% |
$2.12K - $2.23K
|
2.6K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
19+ 0.48% |
$2.01K - $2.12K
|
3.98K
$448K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
19+ 0.28% |
$2.01K - $2.12K
|
6.87K
$773K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
18+ 0.33% |
$1.91K - $2.01K
|
5.53K
$623K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
18New |
$1.91K - $2.01K
|
18
$2.03K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 0.16% |
$1.8K - $1.9K
|
10.9K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
15+ 0.85% |
$1.59K - $1.68K
|
1.79K
$201K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
15+ 0.52% |
$1.59K - $1.68K
|
2.91K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15+ 10.0% |
$1.59K - $1.68K
|
165
$18.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14+ 0.1% |
$1.48K - $1.56K
|
13.8K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
14+ 0.16% |
$1.48K - $1.56K
|
8.51K
$958K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13+ 0.44% |
$1.38K - $1.45K
|
2.98K
$335K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.44% |
$1.38K - $1.45K
|
2.95K
$332K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.19% |
$1.27K - $1.34K
|
6.35K
$714K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
12+ 0.39% |
$1.27K - $1.34K
|
3.12K
$351K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
10+ 0.33% |
$1.06K - $1.12K
|
3.06K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
9+ 0.22% |
$953 - $1.01K
|
4.08K
$459K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9+ 0.34% |
$953 - $1.01K
|
2.63K
$296K
|