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 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-157- 3.88% |
$14.7K - $16.2K
|
3.89K
$437K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-160- 0.35% |
$15K - $16.5K
|
45.8K
$5.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-163- 5.69% |
$15.3K - $16.8K
|
2.7K
$304K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-164- 3.15% |
$15.4K - $16.9K
|
5.04K
$567K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-165- 4.89% |
$15.5K - $17K
|
3.21K
$361K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-167- 17.78% |
$15.7K - $17.2K
|
772
$86.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-169- 0.45% |
$15.8K - $17.5K
|
37.1K
$4.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-170- 4.03% |
$15.9K - $17.6K
|
4.05K
$455K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-175- 5.0% |
$16.4K - $18.1K
|
3.32K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-179- 5.03% |
$16.8K - $18.5K
|
3.38K
$381K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-185- 4.48% |
$17.3K - $19.1K
|
3.94K
$444K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-186- 0.43% |
$17.4K - $19.2K
|
42.7K
$4.81M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-188- 0.83% |
$17.6K - $19.4K
|
22.4K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-192- 1.58% |
$18K - $19.8K
|
11.9K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 1.75% |
$18.8K - $20.7K
|
11.2K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-203- 1.9% |
$19K - $21K
|
10.5K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-210- 1.48% |
$19.7K - $21.7K
|
14K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-215- 1.51% |
$20.2K - $22.2K
|
14K
$1.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-223- 7.44% |
$20.9K - $23K
|
2.78K
$312K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-228- 8.31% |
$21.4K - $23.5K
|
2.52K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-259- 9.36% |
$24.3K - $26.7K
|
2.51K
$282K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-259- 0.69% |
$24.3K - $26.7K
|
37.5K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-267- 7.74% |
$25K - $27.6K
|
3.18K
$358K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-267- 4.45% |
$25K - $27.6K
|
5.73K
$645K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-271- 0.85% |
$25.4K - $28K
|
31.7K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-289- 5.0% |
$27.1K - $29.8K
|
5.49K
$618K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-294- 34.39% |
$27.6K - $30.4K
|
561
$63.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-306- 4.16% |
$28.7K - $31.6K
|
7.05K
$794K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-306- 13.27% |
$28.7K - $31.6K
|
2K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-308- 1.66% |
$28.9K - $31.8K
|
18.3K
$2.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-312- 13.32% |
$29.3K - $32.2K
|
2.03K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-322- 3.65% |
$30.2K - $33.2K
|
8.49K
$956K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-341- 1.02% |
$32K - $35.2K
|
33.3K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-357- 12.95% |
$33.5K - $36.9K
|
2.4K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-360- 10.65% |
$33.8K - $37.2K
|
3.02K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-370- 2.32% |
$34.7K - $38.2K
|
15.6K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-373- 0.9% |
$35K - $38.5K
|
41K
$4.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-381- 7.06% |
$35.7K - $39.3K
|
5.01K
$564K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-382- 9.08% |
$35.8K - $39.4K
|
3.83K
$431K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-382- 70.22% |
$35.8K - $39.4K
|
162
$18.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-396- 13.26% |
$37.1K - $40.9K
|
2.59K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-421- 4.86% |
$39.5K - $43.5K
|
8.23K
$927K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-441- 4.35% |
$41.4K - $45.5K
|
9.69K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-442- 9.22% |
$41.4K - $45.6K
|
4.35K
$490K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-450- 9.99% |
$42.2K - $46.5K
|
4.06K
$456K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-453- 12.83% |
$42.5K - $46.8K
|
3.08K
$346K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-460- 15.28% |
$43.1K - $47.5K
|
2.55K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-464- 13.87% |
$43.5K - $47.9K
|
2.88K
$324K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-486- 12.36% |
$45.6K - $50.2K
|
3.45K
$388K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-500- 13.14% |
$46.9K - $51.6K
|
3.3K
$372K
|