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 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.5% |
$5.08K - $5.36K
|
3.16K
$355K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-48- 1.76% |
$5.08K - $5.36K
|
2.68K
$302K
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-51- 1.95% |
$5.4K - $5.7K
|
2.57K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-51- 0.71% |
$5.4K - $5.7K
|
7.11K
$800K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-54- 0.46% |
$5.72K - $6.03K
|
11.8K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-55- 0.05% |
$5.82K - $6.14K
|
121K
$13.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-57- 2.83% |
$6.03K - $6.37K
|
1.96K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-57- 0.6% |
$6.03K - $6.37K
|
9.49K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-61- 3.08% |
$6.46K - $6.81K
|
1.92K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-64- 9.85% |
$6.77K - $7.15K
|
586
$66K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-68- 0.95% |
$7.2K - $7.59K
|
7.13K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-72- 6.96% |
$7.62K - $8.04K
|
962
$108K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-74- 2.69% |
$7.83K - $8.26K
|
2.68K
$302K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-78- 1.49% |
$8.26K - $8.71K
|
5.17K
$582K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-84- 0.22% |
$8.89K - $9.38K
|
37.9K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-90- 0.92% |
$9.53K - $10.1K
|
9.73K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-91- 0.5% |
$9.63K - $10.2K
|
17.9K
$2.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-92- 4.28% |
$9.74K - $10.3K
|
2.06K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-93- 18.75% |
$9.84K - $10.4K
|
403
$45.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-93- 4.34% |
$9.84K - $10.4K
|
2.05K
$231K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-97- 0.74% |
$10.3K - $10.8K
|
13K
$1.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 36.5% |
$10.6K - $11.2K
|
174
$19.6K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-100- 30.77% |
$10.6K - $11.2K
|
225
$25.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-100- 6.52% |
$10.6K - $11.2K
|
1.43K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-105- 16.43% |
$11.1K - $11.7K
|
534
$60.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-105- 1.98% |
$11.1K - $11.7K
|
5.19K
$584K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-106- 1.56% |
$11.2K - $11.8K
|
6.67K
$751K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-108- 1.9% |
$11.4K - $12.1K
|
5.59K
$629K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-108- 0.76% |
$11.4K - $12.1K
|
14K
$1.58M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-115- 1.31% |
$12.2K - $12.8K
|
8.65K
$974K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-119- 2.55% |
$12.6K - $13.3K
|
4.55K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-119- 10.32% |
$12.6K - $13.3K
|
1.03K
$116K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-119- 4.48% |
$12.6K - $13.3K
|
2.54K
$285K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-128- 3.71% |
$13.5K - $14.3K
|
3.33K
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-130- 1.03% |
$13.8K - $14.5K
|
12.5K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-132- 0.05% |
$14K - $14.7K
|
246K
$27.7M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-140- 11.65% |
$14.8K - $15.6K
|
1.06K
$120K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-141- 3.73% |
$14.9K - $15.7K
|
3.64K
$410K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-144- 0.44% |
$15.2K - $16.1K
|
32.5K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-145- 5.31% |
$15.3K - $16.2K
|
2.59K
$291K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-148- 3.63% |
$15.7K - $16.5K
|
3.93K
$442K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-151- 0.88% |
$16K - $16.9K
|
17K
$1.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-152- 3.14% |
$16.1K - $17K
|
4.69K
$528K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-152- 1.67% |
$16.1K - $17K
|
8.95K
$1.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-154- 4.4% |
$16.3K - $17.2K
|
3.35K
$377K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-155- 4.83% |
$16.4K - $17.3K
|
3.05K
$344K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-156- 5.87% |
$16.5K - $17.4K
|
2.5K
$281K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-158- 7.65% |
$16.7K - $17.6K
|
1.91K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-165- 1.62% |
$17.5K - $18.4K
|
10K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-173- 1.11% |
$18.3K - $19.3K
|
15.5K
$1.74M
|