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
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
289+ 8.82% |
$28.6K - $30.2K
|
3.57K
$401K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
289+ 0.95% |
$28.6K - $30.2K
|
30.6K
$3.44M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
286+ 11.94% |
$28.3K - $29.9K
|
2.68K
$302K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
260+ 0.63% |
$25.7K - $27.1K
|
41.3K
$4.65M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
255+ 25.68% |
$25.2K - $26.6K
|
1.25K
$140K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
236+ 1.99% |
$23.3K - $24.6K
|
12.1K
$1.36M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
236+ 1.27% |
$23.3K - $24.6K
|
18.8K
$2.12M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
226+ 3.29% |
$22.3K - $23.6K
|
7.09K
$799K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
216New |
$21.4K - $22.5K
|
216
$24.3K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
175+ 2.44% |
$17.3K - $18.3K
|
7.36K
$828K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
170+ 1.61% |
$16.8K - $17.7K
|
10.7K
$1.2M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
167New |
$16.5K - $17.4K
|
167
$18.8K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
160+ 4.61% |
$15.8K - $16.7K
|
3.63K
$409K
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
160+ 0.8% |
$15.8K - $16.7K
|
20.1K
$2.26M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
150+ 0.58% |
$14.8K - $15.7K
|
26.2K
$2.95M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
150+ 1.82% |
$14.8K - $15.7K
|
8.4K
$945K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
141+ 1.07% |
$13.9K - $14.7K
|
13.3K
$1.5M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
137+ 0.55% |
$13.5K - $14.3K
|
25.2K
$2.83M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
127+ 2.41% |
$12.6K - $13.3K
|
5.39K
$607K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
126+ 3.09% |
$12.5K - $13.2K
|
4.2K
$473K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
121+ 4.15% |
$12K - $12.6K
|
3.04K
$342K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
121New |
$12K - $12.6K
|
121
$13.6K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
116+ 0.92% |
$11.5K - $12.1K
|
12.7K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
111+ 1.01% |
$11K - $11.6K
|
11.1K
$1.25M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
110+ 3.19% |
$10.9K - $11.5K
|
3.56K
$401K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104New |
$10.3K - $10.9K
|
104
$11.7K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
103+ 0.73% |
$10.2K - $10.8K
|
14.2K
$1.6M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
96+ 1.7% |
$9.49K - $10K
|
5.74K
$646K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
94+ 940.0% |
$9.3K - $9.81K
|
104
$11.7K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
73+ 2.07% |
$7.22K - $7.62K
|
3.61K
$406K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
72+ 5.02% |
$7.12K - $7.52K
|
1.51K
$169K
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
65+ 0.73% |
$6.43K - $6.78K
|
8.98K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
57+ 1.28% |
$5.64K - $5.95K
|
4.51K
$507K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
56+ 0.25% |
$5.54K - $5.85K
|
22.1K
$2.49M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
55+ 6.47% |
$5.44K - $5.74K
|
905
$102K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
54+ 1800.0% |
$5.34K - $5.64K
|
57
$6.42K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
50+ 0.87% |
$4.94K - $5.22K
|
5.79K
$652K
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
48+ 1.25% |
$4.75K - $5.01K
|
3.9K
$439K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
46+ 2.11% |
$4.55K - $4.8K
|
2.23K
$251K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41+ 0.55% |
$4.05K - $4.28K
|
7.51K
$845K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
39+ 1.0% |
$3.86K - $4.07K
|
3.93K
$443K
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
39+ 0.09% |
$3.86K - $4.07K
|
41.2K
$4.64M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
38+ 1.08% |
$3.76K - $3.97K
|
3.55K
$400K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
37+ 0.18% |
$3.66K - $3.86K
|
20.3K
$2.29M
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
36New |
$3.56K - $3.76K
|
36
$4.05K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
35+ 0.19% |
$3.46K - $3.65K
|
18.6K
$2.09M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.54% |
$3.36K - $3.55K
|
6.33K
$713K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34+ 0.11% |
$3.36K - $3.55K
|
30.2K
$3.4M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29New |
$2.87K - $3.03K
|
29
$3.26K
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
25+ 0.23% |
$2.47K - $2.61K
|
10.9K
$1.23M
|