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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-684- 8.74% |
$67.6K - $71.4K
|
7.14K
$804K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-691- 7.27% |
$68.3K - $72.1K
|
8.82K
$992K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-697- 20.68% |
$68.9K - $72.8K
|
2.67K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-730- 3.85% |
$72.2K - $76.2K
|
18.2K
$2.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-750- 13.97% |
$74.2K - $78.3K
|
4.62K
$520K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-750- 20.74% |
$74.2K - $78.3K
|
2.87K
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-751- 5.24% |
$74.3K - $78.4K
|
13.6K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-758- 5.96% |
$75K - $79.1K
|
12K
$1.35M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-772- 20.01% |
$76.3K - $80.6K
|
3.09K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-772- 20.01% |
$76.3K - $80.6K
|
3.09K
$348K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-775- 13.72% |
$76.6K - $80.9K
|
4.87K
$549K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-838- 4.03% |
$82.9K - $87.5K
|
20K
$2.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-841- 9.1% |
$83.2K - $87.8K
|
8.4K
$946K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-847- 4.29% |
$83.8K - $88.4K
|
18.9K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-876- 3.74% |
$86.6K - $91.4K
|
22.6K
$2.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-882- 7.7% |
$87.2K - $92.1K
|
10.6K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-882- 9.69% |
$87.2K - $92.1K
|
8.22K
$925K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-906- 12.06% |
$89.6K - $94.6K
|
6.61K
$744K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-921- 3.11% |
$91.1K - $96.1K
|
28.7K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-924- 22.67% |
$91.4K - $96.4K
|
3.15K
$355K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-950- 11.46% |
$93.9K - $99.2K
|
7.34K
$827K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-963- 16.73% |
$95.2K - $101K
|
4.79K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-964- 2.36% |
$95.3K - $101K
|
40K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-979- 6.56% |
$96.8K - $102K
|
14K
$1.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-980- 0.88% |
$96.9K - $102K
|
111K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1K- 22.36% |
$98.9K - $104K
|
3.47K
$391K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.25K- 1.84% |
$123K - $130K
|
66.6K
$7.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.26K- 8.0% |
$124K - $131K
|
14.4K
$1.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.27K- 20.01% |
$125K - $132K
|
5.07K
$571K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.28K- 8.2% |
$127K - $134K
|
14.3K
$1.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.32K- 4.61% |
$130K - $138K
|
27.3K
$3.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.37K- 4.66% |
$135K - $142K
|
27.9K
$3.14M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-1.39K- 9.78% |
$137K - $145K
|
12.8K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.4K- 24.92% |
$138K - $146K
|
4.21K
$474K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-1.44K- 29.93% |
$142K - $150K
|
3.36K
$378K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.47K- 4.41% |
$146K - $154K
|
31.9K
$3.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.58K- 8.63% |
$156K - $165K
|
16.7K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.72K- 8.08% |
$170K - $179K
|
19.5K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.72K- 7.91% |
$170K - $180K
|
20K
$2.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.78K- 7.49% |
$176K - $186K
|
22K
$2.48M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.83K- 7.39% |
$180K - $190K
|
22.9K
$2.57M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.86K- 2.11% |
$184K - $195K
|
86.6K
$9.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.88K- 27.41% |
$186K - $197K
|
4.99K
$562K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.94K- 14.56% |
$191K - $202K
|
11.4K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.96K- 0.84% |
$194K - $205K
|
232K
$26.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-1.97K- 7.33% |
$195K - $206K
|
24.9K
$2.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.01K- 40.46% |
$199K - $210K
|
2.96K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.01K- 7.47% |
$199K - $210K
|
24.9K
$2.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.04K- 9.42% |
$202K - $213K
|
19.6K
$2.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.08K- 5.69% |
$206K - $217K
|
34.5K
$3.88M
|