Purchases and Sales Made in Q1 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.78M+ 9674.35% |
$379M - $408M
|
3.82M
$434M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
948K+ 1780.11% |
$95.1M - $102M
|
1M
$114M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
805K+ 28.74% |
$80.7M - $86.9M
|
3.6M
$409M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
676K+ 332.91% |
$67.8M - $72.9M
|
879K
$99.7M
|
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
535KNew |
$53.6M - $57.7M
|
535K
$60.7M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
475KNew |
$47.7M - $51.3M
|
475K
$53.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
244KNew |
$24.4M - $26.3M
|
244K
$27.6M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
236K+ 9.8% |
$23.6M - $25.4M
|
2.64M
$300M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
217KNew |
$21.7M - $23.4M
|
217K
$24.6M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
191KNew |
$19.1M - $20.6M
|
191K
$21.6M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
165K+ 324.08% |
$16.5M - $17.8M
|
215K
$24.4M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
153K+ 39.08% |
$15.3M - $16.5M
|
544K
$61.8M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
138K+ 33.68% |
$13.9M - $14.9M
|
549K
$62.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
134KNew |
$13.4M - $14.5M
|
134K
$15.2M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
129K+ 24.44% |
$12.9M - $13.9M
|
656K
$74.5M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118K+ 15.85% |
$11.8M - $12.7M
|
860K
$97.6M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
114K+ 7.82% |
$11.4M - $12.3M
|
1.57M
$178M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
114K+ 278.52% |
$11.4M - $12.3M
|
154K
$17.5M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
109KNew |
$10.9M - $11.7M
|
109K
$12.3M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.8K+ 7.52% |
$9.71M - $10.5M
|
1.38M
$157M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
89.6K+ 431.23% |
$8.99M - $9.67M
|
110K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.4K+ 10.16% |
$8.36M - $9M
|
904K
$103M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
74.5KNew |
$7.47M - $8.04M
|
74.5K
$8.46M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68.4KNew |
$6.86M - $7.38M
|
68.4K
$7.76M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.2K+ 13.19% |
$6.14M - $6.61M
|
526K
$59.7M
|
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
47.7KNew |
$4.79M - $5.15M
|
47.7K
$5.41M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.5K+ 6.42% |
$4.67M - $5.02M
|
771K
$87.5M
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
46.5KNew |
$4.66M - $5.02M
|
46.5K
$5.28M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6K+ 85.53% |
$4.38M - $4.71M
|
94.6K
$10.7M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43.1K+ 10.33% |
$4.32M - $4.65M
|
460K
$52.3M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
42.9K+ 170.75% |
$4.3M - $4.63M
|
68K
$7.71M
|
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
42.3KNew |
$4.24M - $4.56M
|
42.3K
$4.8M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
42K+ 222.59% |
$4.22M - $4.54M
|
60.9K
$6.92M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
40.9K+ 3936.86% |
$4.1M - $4.42M
|
41.9K
$4.76M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.4K+ 30.53% |
$4.06M - $4.37M
|
173K
$19.6M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.7K+ 22.2% |
$3.99M - $4.29M
|
219K
$24.8M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38.8K+ 8.75% |
$3.89M - $4.18M
|
482K
$54.7M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
36.5K+ 6.48% |
$3.66M - $3.94M
|
600K
$68.1M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35.7K+ 392.15% |
$3.58M - $3.85M
|
44.8K
$5.08M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
29.6K+ 17.56% |
$2.97M - $3.2M
|
198K
$22.5M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.9K+ 12.07% |
$2.9M - $3.12M
|
269K
$30.5M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.7K+ 13.92% |
$2.88M - $3.1M
|
235K
$26.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.2KNew |
$2.83M - $3.05M
|
28.2K
$3.21M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.4K+ 17.68% |
$2.55M - $2.74M
|
169K
$19.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
BUY
|
- |
24.8KNew |
$2.48M - $2.67M
|
24.8K
$2.81M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.9K+ 24.08% |
$2.4M - $2.58M
|
123K
$14M
|
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
23.7KNew |
$2.38M - $2.56M
|
23.7K
$2.69M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
23.6K+ 193.17% |
$2.37M - $2.55M
|
35.8K
$4.07M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
23.5K+ 74.69% |
$2.36M - $2.54M
|
55.1K
$6.25M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
23.5K+ 161.98% |
$2.35M - $2.53M
|
37.9K
$4.31M
|