Purchases and Sales Made in Q3 2023 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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 01, 2023 Q3 2023
Pacific Wealth Management

BUY
 -
1.23K
+ 3.27%
$122K - $128K
38.9K $4.38M
Nov 09, 2023 Q3 2023
Human Investing LLC

BUY
 -
1.18K
+ 16.92%
$116K - $123K
8.12K $914K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.16K
+ 8.39%
$115K - $121K
15K $1.69M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
1.15K
+ 21.72%
$114K - $120K
6.43K $724K
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.13K
+ 37.78%
$112K - $118K
4.11K $463K
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
1.11K
+ 3.04%
$110K - $116K
37.6K $4.24M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.08K
+ 5.23%
$106K - $112K
21.6K $2.43M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.03K
New
$102K - $107K
1.03K $116K
Oct 24, 2023 Q3 2023
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
1.01K
+ 2.83%
$99.4K - $105K
36.6K $4.12M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
917
New
$90.7K - $95.7K
917 $103K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
877
+ 0.71%
$86.7K - $91.5K
125K $14M
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
850
+ 4.96%
$84.1K - $88.7K
18K $2.03M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
844
+ 46.25%
$83.5K - $88.1K
2.67K $300K
Nov 13, 2023 Q3 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
835
+ 13.61%
$82.6K - $87.2K
6.97K $785K
Nov 19, 2024 Q3 2023
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
811
+ 0.93%
$80.2K - $84.7K
88K $9.9M
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
791
+ 3.1%
$78.2K - $82.6K
26.3K $2.96M
Nov 06, 2023 Q3 2023
Cresta Advisors, Ltd.

Laredo, TX
BUY
 -
790
+ 12.35%
$78.1K - $82.5K
7.19K $809K
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

BUY
 -
781
+ 3.74%
$77.2K - $81.5K
21.7K $2.44M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
768
+ 882.76%
$75.9K - $80.2K
855 $96.2K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
745
+ 3.35%
$73.7K - $77.8K
23K $2.59M
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
742
+ 5.55%
$73.4K - $77.4K
14.1K $1.59M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
705
+ 22.31%
$69.7K - $73.6K
3.87K $435K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
703
+ 11.51%
$69.5K - $73.4K
6.81K $766K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
679
+ 2.41%
$67.1K - $70.9K
28.9K $3.25M
Oct 25, 2023 Q3 2023
Godsey & Gibb Associates

BUY
 -
635
+ 3.32%
$62.8K - $66.3K
19.7K $2.22M
Oct 24, 2023 Q3 2023
First National Corp

BUY
 -
634
+ 8.0%
$62.7K - $66.2K
8.56K $963K
Oct 24, 2023 Q3 2023
4 J Wealth Management LLC

BUY
 -
623
+ 3.66%
$61.6K - $65K
17.7K $1.99M
Nov 03, 2023 Q3 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
588
+ 0.57%
$58.1K - $61.4K
105K $11.8M
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
585
+ 0.92%
$57.9K - $61.1K
64.5K $7.26M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
551
+ 2.74%
$54.5K - $57.5K
20.7K $2.33M
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
546
+ 1.48%
$54K - $57K
37.5K $4.22M
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
532
+ 5.09%
$52.6K - $55.5K
11K $1.24M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
511
+ 4.47%
$50.5K - $53.3K
12K $1.35M
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
510
New
$50.4K - $53.2K
510 $57.4K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
509
+ 20.35%
$50.3K - $53.1K
3.01K $339K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
502
+ 2.36%
$49.6K - $52.4K
21.8K $2.45M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
496
+ 8.1%
$49K - $51.8K
6.62K $745K
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
480
+ 18.75%
$47.5K - $50.1K
3.04K $342K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
472
+ 18.0%
$46.7K - $49.3K
3.09K $348K
Nov 01, 2023 Q3 2023
Berkshire Bank

BUY
 -
445
+ 3.8%
$44K - $46.4K
12.2K $1.37M
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
444
+ 91.93%
$43.9K - $46.3K
927 $104K
Nov 14, 2023 Q3 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
360
+ 3.82%
$35.6K - $37.6K
9.79K $1.1M
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
350
+ 3.79%
$34.6K - $36.5K
9.58K $1.08M
Nov 06, 2023 Q3 2023
Ntv Asset Management LLC

BUY
 -
350
+ 0.42%
$34.6K - $36.5K
83.6K $9.41M
Nov 08, 2023 Q3 2023
Banque Cantonale Vaudoise

BUY
 -
340
+ 40.96%
$33.6K - $35.5K
1.17K $132K
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
318
+ 3.55%
$31.4K - $33.2K
9.27K $1.04M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
304
+ 0.91%
$30.1K - $31.7K
33.6K $3.78M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
300
+ 5.25%
$29.7K - $31.3K
6.01K $677K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
298
+ 89.49%
$29.5K - $31.1K
631 $71K

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