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 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.74K+ 12.02% |
$469K - $495K
|
44.2K
$4.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.71K+ 81.88% |
$466K - $491K
|
10.5K
$1.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.49KNew |
$444K - $468K
|
4.49K
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
4.43K+ 7.77% |
$438K - $462K
|
61.4K
$6.91M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.1KNew |
$405K - $428K
|
4.1K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 2.06% |
$401K - $423K
|
201K
$22.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.8KNew |
$376K - $397K
|
3.8K
$428K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.78K+ 174.25% |
$373K - $394K
|
5.94K
$669K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.63K+ 100.0% |
$359K - $379K
|
7.26K
$818K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.61K+ 18.61% |
$357K - $377K
|
23K
$2.59M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.59K+ 2.34% |
$355K - $375K
|
157K
$17.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.55K+ 81.83% |
$351K - $370K
|
7.89K
$888K
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.38KNew |
$334K - $353K
|
3.38K
$381K
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$330K - $348K
|
3.34K
$376K
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
3.32K+ 2.33% |
$328K - $347K
|
146K
$16.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.16K+ 3.34% |
$312K - $330K
|
97.8K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.04KNew |
$301K - $317K
|
3.04K
$342K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.85K+ 102.15% |
$282K - $297K
|
5.64K
$635K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.83K+ 105.88% |
$280K - $295K
|
5.5K
$619K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.78K+ 3.9% |
$275K - $290K
|
74K
$8.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.73K+ 130.11% |
$270K - $285K
|
4.83K
$544K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.73K+ 6.32% |
$270K - $285K
|
45.9K
$5.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.6KNew |
$257K - $271K
|
2.6K
$293K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.55K+ 21.72% |
$253K - $267K
|
14.3K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.42K+ 78.97% |
$239K - $252K
|
5.48K
$617K
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.37K+ 2.63% |
$234K - $247K
|
92.4K
$10.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.34KNew |
$232K - $244K
|
2.34K
$264K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.34K+ 2.77% |
$231K - $244K
|
86.8K
$9.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
2.29KNew |
$226K - $239K
|
2.29K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.27K+ 9.23% |
$225K - $237K
|
26.9K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.26K+ 6.66% |
$224K - $236K
|
36.2K
$4.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.26KNew |
$223K - $236K
|
2.26K
$254K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2KNew |
$218K - $230K
|
2.2K
$248K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$217K - $229K
|
2.19K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.15K+ 1.99% |
$213K - $225K
|
110K
$12.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2.08KNew |
$205K - $217K
|
2.08K
$234K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2K+ 15.61% |
$198K - $209K
|
14.8K
$1.67M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.9K+ 13.14% |
$188K - $198K
|
16.4K
$1.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.84K+ 5.72% |
$182K - $192K
|
34K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.75K+ 16.56% |
$173K - $183K
|
12.3K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 5.37% |
$168K - $177K
|
33.3K
$3.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.58K+ 10.97% |
$156K - $165K
|
16K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.5K+ 5.71% |
$148K - $156K
|
27.7K
$3.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.46KNew |
$144K - $152K
|
1.46K
$164K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.46KNew |
$144K - $152K
|
1.46K
$164K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.41KNew |
$140K - $147K
|
1.41K
$159K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.4K+ 10.69% |
$138K - $146K
|
14.5K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.38K+ 6.43% |
$136K - $144K
|
22.8K
$2.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 0.84% |
$134K - $142K
|
163K
$18.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.31K+ 7.77% |
$130K - $137K
|
18.2K
$2.05M
|