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 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-281- 3.74% |
$27.8K - $29.3K
|
7.23K
$814K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-285- 0.83% |
$28.2K - $29.7K
|
34.2K
$3.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-287- 31.33% |
$28.4K - $30K
|
629
$70.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-291- 3.33% |
$28.8K - $30.4K
|
8.46K
$952K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-296- 70.98% |
$29.3K - $30.9K
|
121
$13.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-300- 0.84% |
$29.7K - $31.3K
|
35.3K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-308- 2.12% |
$30.5K - $32.1K
|
14.2K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-309- 8.39% |
$30.6K - $32.3K
|
3.38K
$380K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-310- 1.92% |
$30.7K - $32.4K
|
15.9K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-311- 4.55% |
$30.8K - $32.5K
|
6.52K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-314- 8.34% |
$31.1K - $32.8K
|
3.45K
$388K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-315- 2.7% |
$31.2K - $32.9K
|
11.3K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-328- 29.52% |
$32.4K - $34.2K
|
783
$88.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-332- 3.06% |
$32.8K - $34.7K
|
10.5K
$1.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-343- 9.19% |
$33.9K - $35.8K
|
3.39K
$382K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-344- 5.44% |
$34K - $35.9K
|
5.98K
$673K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-359- 9.62% |
$35.5K - $37.5K
|
3.37K
$380K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-360- 3.57% |
$35.6K - $37.6K
|
9.73K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-363- 6.69% |
$35.9K - $37.9K
|
5.06K
$569K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-388- 4.67% |
$38.4K - $40.5K
|
7.91K
$891K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-389- 5.76% |
$38.5K - $40.6K
|
6.36K
$716K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-391- 0.73% |
$38.7K - $40.8K
|
52.8K
$5.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-395- 25.08% |
$39.1K - $41.2K
|
1.18K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-397- 2.48% |
$39.3K - $41.4K
|
15.6K
$1.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-400- 12.63% |
$39.6K - $41.8K
|
2.77K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-400- 2.44% |
$39.6K - $41.8K
|
16K
$1.8M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-406- 57.51% |
$40.1K - $42.4K
|
300
$33.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-426- 11.17% |
$42.1K - $44.5K
|
3.39K
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-440- 2.64% |
$43.5K - $45.9K
|
16.2K
$1.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-454- 45.49% |
$44.9K - $47.4K
|
544
$61.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-464- 7.84% |
$45.9K - $48.4K
|
5.46K
$614K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-465- 2.02% |
$46K - $48.5K
|
22.6K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-468- 4.41% |
$46.3K - $48.8K
|
10.1K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-475- 2.57% |
$47K - $49.6K
|
18K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-509- 3.86% |
$50.3K - $53.1K
|
12.7K
$1.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-522- 13.83% |
$51.6K - $54.5K
|
3.25K
$366K
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-540- 19.22% |
$53.4K - $56.4K
|
2.27K
$255K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-541- 4.95% |
$53.5K - $56.5K
|
10.4K
$1.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-559- 10.2% |
$55.3K - $58.3K
|
4.92K
$554K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-567- 15.8% |
$56.1K - $59.2K
|
3.02K
$340K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-570- 7.38% |
$56.4K - $59.5K
|
7.15K
$805K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-574- 7.24% |
$56.8K - $59.9K
|
7.36K
$828K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-575- 4.52% |
$56.9K - $60K
|
12.1K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-577- 6.25% |
$57.1K - $60.2K
|
8.66K
$974K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-577- 7.02% |
$57.1K - $60.2K
|
7.65K
$861K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-584- 9.26% |
$57.8K - $61K
|
5.72K
$644K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-601- 64.9% |
$59.4K - $62.7K
|
325
$36.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-605- 5.24% |
$59.8K - $63.1K
|
10.9K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-660- 11.64% |
$65.3K - $68.9K
|
5.01K
$564K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-678- 33.88% |
$67K - $70.8K
|
1.32K
$149K
|