Purchases and Sales Made in Q1 2022 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
6.2K
New
$622K - $669K
6.2K $704K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
6.09K
New
$611K - $658K
6.09K $691K
May 16, 2022 Q1 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
5.83K
+ 3.16%
$585K - $630K
190K $21.6M
May 12, 2022 Q1 2022
Sns Financial Group, LLC

BUY
 -
5.7K
+ 2.82%
$572K - $615K
208K $23.6M
May 03, 2022 Q1 2022
Calamos Wealth Management LLC

BUY
 -
4.86K
+ 67.64%
$487K - $524K
12K $1.37M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
4.79K
New
$480K - $517K
4.79K $543K
Apr 19, 2022 Q1 2022
Jb Capital LLC

BUY
 -
4.76K
+ 99.41%
$477K - $513K
9.54K $1.08M
May 06, 2022 Q1 2022
South State Corp

BUY
 -
4.47K
+ 41.68%
$449K - $483K
15.2K $1.73M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.42K
+ 40.71%
$443K - $477K
15.3K $1.73M
Sep 11, 2024 Q1 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
4.37K
+ 11.52%
$439K - $472K
42.3K $4.8M
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
4.25K
New
$426K - $459K
4.25K $482K
Apr 19, 2022 Q1 2022
Graypoint LLC

BUY
 -
4.18K
+ 6.02%
$419K - $451K
73.5K $8.34M
Oct 03, 2022 Q1 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
3.95K
New
$396K - $427K
3.95K $448K
May 10, 2022 Q1 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
3.93K
+ 12.12%
$394K - $424K
36.4K $4.13M
Jul 13, 2022 Q1 2022
Crown Wealth Group, LLC

BUY
 -
3.88K
New
$389K - $419K
3.88K $440K
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
3.69K
+ 21.87%
$370K - $398K
20.5K $2.33M
May 16, 2022 Q1 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.62K
New
$363K - $391K
3.62K $411K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
3.58K
+ 9.62%
$359K - $387K
40.8K $4.63M
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
3.49K
+ 20.84%
$350K - $376K
20.2K $2.29M
May 04, 2022 Q1 2022
Legacy Financial Advisors, Inc.

BUY
 -
3.34K
New
$335K - $361K
3.34K $379K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.34K
New
$335K - $360K
3.34K $379K
May 10, 2022 Q1 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
3.29K
New
$330K - $355K
3.29K $373K
May 09, 2022 Q1 2022
Lake Street Financial LLC

BUY
 -
3.21K
New
$322K - $346K
3.21K $364K
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
3.21K
+ 30.78%
$322K - $346K
13.6K $1.55M
May 04, 2022 Q1 2022
Ifg Advisory, LLC

BUY
 -
3.19K
+ 30.34%
$320K - $345K
13.7K $1.56M
May 09, 2022 Q1 2022
Tectonic Advisors LLC

Plano, TX
BUY
 -
3.1K
+ 136.71%
$311K - $335K
5.37K $610K
May 13, 2022 Q1 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
2.95K
New
$296K - $318K
2.95K $335K
Apr 14, 2022 Q1 2022
Townsend & Associates, Inc

BUY
 -
2.91K
+ 8.82%
$292K - $314K
35.9K $4.07M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
2.91K
+ 4.22%
$292K - $314K
71.8K $8.15M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.89K
+ 1.96%
$290K - $312K
151K $17.1M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
2.89K
+ 105.9%
$290K - $312K
5.62K $637K
May 06, 2022 Q1 2022
Sheaff Brock Investment Advisors, LLC

BUY
 -
2.88K
New
$289K - $311K
2.88K $327K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
2.84K
+ 772.48%
$284K - $306K
3.2K $363K
May 12, 2022 Q1 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.82K
+ 12.04%
$283K - $304K
26.2K $2.98M
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.77K
+ 134.32%
$278K - $299K
4.83K $549K
Apr 21, 2022 Q1 2022
J2 Capital Management Inc

BUY
 -
2.56K
+ 7.86%
$256K - $276K
35.1K $3.98M
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

BUY
 -
2.55K
+ 19.2%
$256K - $275K
15.8K $1.8M
Apr 20, 2022 Q1 2022
Compass Ion Advisors, LLC

BUY
 -
2.54K
New
$254K - $274K
2.54K $288K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.47K
+ 2.72%
$248K - $267K
93.3K $10.6M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.44K
+ 892.67%
$244K - $263K
2.71K $308K
May 16, 2022 Q1 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
2.42K
New
$243K - $262K
2.42K $275K
Feb 16, 2023 Q1 2022
Bensler, LLC

Bellevue, WA
BUY
 -
2.41K
New
$242K - $260K
2.41K $273K
May 16, 2022 Q1 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
2.37K
New
$237K - $255K
2.37K $268K
May 16, 2022 Q1 2022
Essex Private Wealth Management, LLC

Topsfield, MA
BUY
 -
2.33K
+ 6.06%
$234K - $252K
40.9K $4.64M
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
2.28K
+ 91.06%
$229K - $246K
4.79K $543K
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2.26K
+ 4.86%
$226K - $243K
48.7K $5.52M
May 12, 2022 Q1 2022
Jsf Financial, LLC

BUY
 -
2.2K
New
$220K - $237K
2.2K $249K
Apr 15, 2022 Q1 2022
Valtinson Bruner Financial Planning LLC

BUY
 -
2.13K
New
$214K - $230K
2.13K $242K
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
2.08K
New
$209K - $224K
2.08K $236K

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