Purchases and Sales Made in Q3 2023 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.29M+ 105.31% |
$127M - $135M
|
2.51M
$283M
|
|
Nov 13, 2023
Q3 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
400KNew |
$39.6M - $41.8M
|
400K
$45.1M
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
317KNew |
$31.4M - $33.1M
|
317K
$35.7M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
285KNew |
$28.2M - $29.7M
|
285K
$32.1M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
258KNew |
$25.5M - $26.9M
|
258K
$29M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
240KNew |
$23.8M - $25.1M
|
240K
$27.1M
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
227K+ 4382.32% |
$22.4M - $23.7M
|
232K
$26.1M
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
147K+ 73.26% |
$14.6M - $15.4M
|
348K
$39.2M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91K+ 20.6% |
$8.99M - $9.49M
|
533K
$59.9M
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
80KNew |
$7.91M - $8.35M
|
80K
$9.01M
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
73.3KNew |
$7.25M - $7.65M
|
73.3K
$8.25M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
62.1K+ 23005.56% |
$6.14M - $6.48M
|
62.4K
$7.02M
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
41.5K+ 85.67% |
$4.1M - $4.33M
|
89.9K
$10.1M
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
38.1KNew |
$3.77M - $3.98M
|
38.1K
$4.29M
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
36.7K+ 40.71% |
$3.63M - $3.83M
|
127K
$14.3M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31KNew |
$3.07M - $3.24M
|
31K
$3.49M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
23K+ 121.93% |
$2.28M - $2.4M
|
41.9K
$4.72M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5K+ 15.99% |
$1.83M - $1.93M
|
134K
$15.1M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
17.9K+ 23.34% |
$1.77M - $1.87M
|
94.4K
$10.6M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.2K+ 35.96% |
$1.7M - $1.79M
|
65K
$7.31M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.7KNew |
$1.65M - $1.74M
|
16.7K
$1.88M
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
14.6K+ 8.29% |
$1.44M - $1.52M
|
191K
$21.5M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.9K+ 2.37% |
$1.37M - $1.45M
|
600K
$67.6M
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13.6KNew |
$1.34M - $1.42M
|
13.6K
$1.53M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4K+ 6.18% |
$1.23M - $1.3M
|
213K
$24M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.1KNew |
$1.19M - $1.26M
|
12.1K
$1.36M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.4K+ 81.88% |
$1.12M - $1.19M
|
25.2K
$2.84M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 3.14% |
$1.09M - $1.15M
|
361K
$40.6M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.7K+ 5.45% |
$1.05M - $1.11M
|
206K
$23.2M
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.6KNew |
$1.05M - $1.11M
|
10.6K
$1.2M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.2K+ 12701.25% |
$1M - $1.06M
|
10.2K
$1.15M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
10.2K+ 112.26% |
$1M - $1.06M
|
19.2K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.57K+ 2.33% |
$946K - $999K
|
419K
$47.2M
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.22KNew |
$912K - $962K
|
9.22K
$1.04M
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.68K+ 38.9% |
$859K - $906K
|
31K
$3.49M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.38K+ 6.65% |
$829K - $875K
|
134K
$15.1M
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
8K+ 17.39% |
$791K - $835K
|
54K
$6.08M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.9KNew |
$782K - $825K
|
7.9K
$890K
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.58K+ 3.37% |
$749K - $791K
|
233K
$26.2M
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
7.27K+ 9.03% |
$719K - $759K
|
87.8K
$9.88M
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
BUY
|
- |
6.84K+ 12.43% |
$677K - $714K
|
61.9K
$6.97M
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.71K+ 13.24% |
$663K - $700K
|
57.4K
$6.46M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.52KNew |
$644K - $680K
|
6.52K
$734K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$623K - $658K
|
6.3K
$709K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.92K+ 0.68% |
$585K - $617K
|
875K
$98.5M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
5.86KNew |
$580K - $612K
|
5.86K
$660K
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.48KNew |
$542K - $572K
|
5.48K
$617K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.4KNew |
$534K - $564K
|
5.4K
$608K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.17K+ 51.36% |
$512K - $540K
|
15.2K
$1.72M
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.17K+ 13.41% |
$511K - $540K
|
43.7K
$4.92M
|