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 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.24% |
$3.66K - $4.03K
|
3.19K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
35+ 1.26% |
$3.28K - $3.61K
|
2.81K
$316K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
35+ 1.22% |
$3.28K - $3.61K
|
2.9K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
35+ 2.03% |
$3.28K - $3.61K
|
1.76K
$198K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
33+ 1.51% |
$3.09K - $3.41K
|
2.23K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32+ 0.1% |
$3K - $3.3K
|
33.3K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
31+ 0.65% |
$2.91K - $3.2K
|
4.84K
$545K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
29+ 1.0% |
$2.72K - $2.99K
|
2.93K
$329K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
29New |
$2.72K - $2.99K
|
29
$3.26K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
29+ 0.99% |
$2.72K - $2.99K
|
2.95K
$333K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
27+ 0.51% |
$2.53K - $2.79K
|
5.31K
$598K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
27+ 1.15% |
$2.53K - $2.79K
|
2.37K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
27+ 0.21% |
$2.53K - $2.79K
|
12.9K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
23+ 0.8% |
$2.16K - $2.37K
|
2.92K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
22+ 27.5% |
$2.06K - $2.27K
|
102
$11.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
22+ 3.31% |
$2.06K - $2.27K
|
686
$77.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.18% |
$1.88K - $2.07K
|
11.1K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 2.3% |
$1.69K - $1.86K
|
801
$90.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 0.75% |
$1.69K - $1.86K
|
2.41K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
17+ 2.04% |
$1.59K - $1.76K
|
849
$95.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
16+ 0.07% |
$1.5K - $1.65K
|
21.8K
$2.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16+ 0.13% |
$1.5K - $1.65K
|
12K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
16+ 0.29% |
$1.5K - $1.65K
|
5.58K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 0.23% |
$1.41K - $1.55K
|
6.53K
$735K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 1.36% |
$1.41K - $1.55K
|
1.12K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15+ 0.58% |
$1.41K - $1.55K
|
2.58K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
13+ 0.14% |
$1.22K - $1.34K
|
9.24K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
13+ 0.42% |
$1.22K - $1.34K
|
3.1K
$349K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.45% |
$1.22K - $1.34K
|
2.93K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
12+ 2.14% |
$1.13K - $1.24K
|
572
$64.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.51% |
$1.13K - $1.24K
|
2.36K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11+ 0.36% |
$1.03K - $1.14K
|
3.05K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
11+ 2.16% |
$1.03K - $1.14K
|
521
$58.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.54% |
$750 - $826
|
1.49K
$167K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.14% |
$656 - $723
|
5.05K
$569K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7+ 0.16% |
$656 - $723
|
4.26K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.95% |
$563 - $620
|
635
$71.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.14% |
$375 - $413
|
2.77K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3+ 0.04% |
$281 - $310
|
7.16K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$188 - $207
|
4.79K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.01% |
$93.8 - $103
|
18.6K
$2.09M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.0% |
$93.8 - $103
|
51
$5.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 2.78% |
$93.8 - $103
|
37
$4.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 2.86% |
$93.8 - $103
|
34
$3.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.2% |
$281 - $310
|
1.5K
$169K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.11% |
$656 - $723
|
6.33K
$712K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-7- 0.01% |
$656 - $723
|
63.1K
$7.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 0.94% |
$938 - $1.03K
|
1.05K
$118K
|