Purchases and Sales Made in Q4 2023 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.01K+ 11.97% |
$282K - $311K
|
28.2K
$3.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.96KNew |
$278K - $306K
|
2.96K
$333K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.87KNew |
$269K - $296K
|
2.87K
$323K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.87K+ 4.3% |
$269K - $296K
|
69.4K
$7.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.83K+ 7.8% |
$265K - $292K
|
39.1K
$4.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.59K+ 8.46% |
$243K - $267K
|
33.2K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.56KNew |
$240K - $264K
|
2.56K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$239K - $263K
|
2.54K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.44K+ 16.5% |
$229K - $252K
|
17.3K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.28KNew |
$214K - $235K
|
2.28K
$257K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.25K+ 8.38% |
$211K - $233K
|
29.1K
$3.28M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.24K+ 11.21% |
$210K - $231K
|
22.2K
$2.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.21KNew |
$207K - $228K
|
2.21K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.16KNew |
$202K - $223K
|
2.16K
$243K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.13KNew |
$200K - $220K
|
2.13K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$195K - $215K
|
2.08K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.99KNew |
$187K - $206K
|
1.99K
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.98KNew |
$186K - $204K
|
1.98K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.98KNew |
$186K - $204K
|
1.98K
$223K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.96KNew |
$184K - $202K
|
1.96K
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 3.02% |
$182K - $201K
|
66.4K
$7.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.91KNew |
$179K - $197K
|
1.91K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.85K+ 68.87% |
$173K - $191K
|
4.53K
$510K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.83K+ 10.88% |
$171K - $189K
|
18.6K
$2.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.68K+ 29.34% |
$157K - $173K
|
7.4K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.65K+ 173.21% |
$155K - $170K
|
2.6K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.6K+ 17.81% |
$150K - $165K
|
10.6K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.53K+ 17.84% |
$143K - $158K
|
10.1K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.42K+ 4.03% |
$133K - $147K
|
36.7K
$4.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.32K+ 19.36% |
$124K - $136K
|
8.13K
$915K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.31K+ 48.95% |
$123K - $135K
|
3.98K
$448K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.28K+ 15.77% |
$120K - $132K
|
9.4K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.27K+ 3.59% |
$119K - $131K
|
36.5K
$4.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.25KNew |
$117K - $129K
|
1.25K
$141K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.18K+ 4.7% |
$111K - $122K
|
26.4K
$2.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.18K+ 5.98% |
$111K - $122K
|
20.9K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.17K+ 12.98% |
$109K - $120K
|
10.1K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.08K+ 19.7% |
$102K - $112K
|
6.58K
$741K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.08K+ 2.88% |
$101K - $112K
|
38.7K
$4.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.08K+ 9.44% |
$101K - $111K
|
12.5K
$1.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.07K+ 4.08% |
$100K - $110K
|
27.3K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.07KNew |
$100K - $110K
|
1.07K
$120K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.03K+ 23.11% |
$96.9K - $107K
|
5.5K
$619K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.02K+ 12.92% |
$95.2K - $105K
|
8.87K
$999K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.01K+ 346.55% |
$94.2K - $104K
|
1.3K
$146K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
997+ 4.96% |
$93.5K - $103K
|
21.1K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
980+ 942.31% |
$91.9K - $101K
|
1.08K
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
929+ 1.24% |
$87.1K - $95.9K
|
75.8K
$8.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
928+ 7.63% |
$87K - $95.8K
|
13.1K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
918New |
$86.1K - $94.8K
|
918
$103K
|