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 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.98K+ 24.78% |
$198K - $213K
|
9.95K
$1.13M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.98K+ 5.83% |
$198K - $213K
|
35.8K
$4.07M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1.97K+ 30.5% |
$198K - $213K
|
8.45K
$959K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.96KNew |
$197K - $212K
|
1.96K
$223K
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.95KNew |
$196K - $211K
|
1.95K
$221K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.71K+ 77.26% |
$171K - $184K
|
3.91K
$444K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.7K+ 13.34% |
$170K - $183K
|
14.4K
$1.64M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.66K+ 2.57% |
$166K - $179K
|
66K
$7.5M
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
1.59K+ 428.23% |
$160K - $172K
|
1.97K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.59K+ 50.72% |
$159K - $171K
|
4.72K
$536K
|
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.58K+ 8.7% |
$159K - $171K
|
19.8K
$2.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 11.57% |
$156K - $168K
|
15K
$1.7M
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
1.5K+ 24.72% |
$151K - $162K
|
7.59K
$861K
|
|
|
May 16, 2022
Q1 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.5KNew |
$150K - $162K
|
1.5K
$170K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.5K+ 12.42% |
$150K - $162K
|
13.6K
$1.54M
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.39K+ 41.79% |
$139K - $150K
|
4.71K
$535K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.37K+ 13.87% |
$137K - $148K
|
11.2K
$1.27M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.33K+ 38.49% |
$134K - $144K
|
4.8K
$545K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.33K+ 8.7% |
$133K - $143K
|
16.6K
$1.88M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
1.3K+ 45.65% |
$130K - $140K
|
4.14K
$470K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.28K+ 51.89% |
$128K - $138K
|
3.74K
$424K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.26K+ 4.42% |
$126K - $136K
|
29.8K
$3.38M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.24K+ 3.01% |
$124K - $134K
|
42.4K
$4.82M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.21KNew |
$122K - $131K
|
1.21K
$138K
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1.16K+ 1.41% |
$117K - $125K
|
83.3K
$9.46M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.12K+ 37.24% |
$113K - $121K
|
4.14K
$470K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.09K+ 0.95% |
$110K - $118K
|
116K
$13.2M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.09K+ 18.03% |
$109K - $117K
|
7.12K
$808K
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.08K+ 5.93% |
$108K - $116K
|
19.3K
$2.19M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.01K+ 43.33% |
$102K - $109K
|
3.35K
$381K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
994+ 9.81% |
$99.7K - $107K
|
11.1K
$1.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
980+ 3.51% |
$98.3K - $106K
|
28.9K
$3.28M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
970+ 12.88% |
$97.3K - $105K
|
8.5K
$965K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
959+ 6.04% |
$96.2K - $104K
|
16.8K
$1.91M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
896+ 2.03% |
$89.9K - $96.7K
|
44.9K
$5.1M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
761New |
$76.3K - $82.2K
|
761
$86.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
741+ 17.36% |
$74.3K - $80K
|
5.01K
$569K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
721+ 4.78% |
$72.3K - $77.8K
|
15.8K
$1.79M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
700+ 30.46% |
$70.2K - $75.6K
|
3K
$340K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
688+ 2.67% |
$69K - $74.3K
|
26.5K
$3.01M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
665+ 11.67% |
$66.7K - $71.8K
|
6.37K
$722K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
660+ 1.06% |
$66.2K - $71.3K
|
62.9K
$7.14M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
651+ 2.37% |
$65.3K - $70.3K
|
28.1K
$3.19M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
639+ 0.98% |
$64.1K - $69K
|
66.1K
$7.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$60.2K - $64.8K
|
600
$68.1K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
600New |
$60.2K - $64.8K
|
600
$68.1K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
598+ 299.0% |
$60K - $64.6K
|
798
$90.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
598+ 4.16% |
$60K - $64.6K
|
15K
$1.7M
|
|
|
Apr 08, 2022
Q1 2022
|
Atwater Malick LLC
|
BUY
|
- |
597+ 24.54% |
$59.9K - $64.5K
|
3.03K
$344K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
586+ 4.03% |
$58.8K - $63.3K
|
15.1K
$1.72M
|