Purchases and Sales Made in Q3 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
807New |
$73.7K - $85.5K
|
807
$89.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
786+ 3.49% |
$71.8K - $83.3K
|
23.3K
$2.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
785+ 33.35% |
$71.7K - $83.2K
|
3.14K
$348K
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
775+ 7.81% |
$70.7K - $82.1K
|
10.7K
$1.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
775+ 0.83% |
$70.7K - $82.1K
|
93.7K
$10.4M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
757+ 15.81% |
$69.1K - $80.2K
|
5.55K
$615K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
740+ 3.13% |
$67.6K - $78.4K
|
24.4K
$2.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
731+ 353.14% |
$66.7K - $77.4K
|
938
$104K
|
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
725+ 1.89% |
$66.2K - $76.8K
|
39.1K
$4.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
723+ 6.11% |
$66K - $76.6K
|
12.6K
$1.39M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
693New |
$63.3K - $73.4K
|
693
$76.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
688+ 11.93% |
$62.8K - $72.9K
|
6.45K
$715K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
686+ 401.17% |
$62.6K - $72.7K
|
857
$95K
|
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
682+ 1.8% |
$62.3K - $72.3K
|
38.5K
$4.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
673+ 3.9% |
$61.4K - $71.3K
|
17.9K
$1.99M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
642+ 20.01% |
$58.6K - $68K
|
3.85K
$427K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
636+ 8.22% |
$58.1K - $67.4K
|
8.37K
$928K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
631+ 15.24% |
$57.6K - $66.9K
|
4.77K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
619New |
$56.5K - $65.6K
|
619
$68.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
590+ 0.54% |
$53.9K - $62.5K
|
109K
$12.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
572New |
$52.2K - $60.6K
|
572
$63.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
558+ 20.2% |
$50.9K - $59.1K
|
3.32K
$368K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
545+ 9.15% |
$49.8K - $57.7K
|
6.5K
$721K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
537New |
$49K - $56.9K
|
537
$59.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
537+ 4.08% |
$49K - $56.9K
|
13.7K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
522+ 20.07% |
$47.7K - $55.3K
|
3.12K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
508+ 12.22% |
$46.4K - $53.8K
|
4.67K
$517K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
505New |
$46.1K - $53.5K
|
505
$56K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
481+ 8.53% |
$43.9K - $51K
|
6.12K
$678K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
474+ 6.18% |
$43.3K - $50.2K
|
8.14K
$902K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
455+ 16.17% |
$41.5K - $48.2K
|
3.27K
$362K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
446+ 2.11% |
$40.7K - $47.3K
|
21.6K
$2.39M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
443+ 3.84% |
$40.4K - $46.9K
|
12K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
422+ 4.48% |
$38.5K - $44.7K
|
9.85K
$1.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
396+ 8.96% |
$36.2K - $42K
|
4.82K
$534K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
385+ 2.39% |
$35.1K - $40.8K
|
16.5K
$1.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
380+ 111.11% |
$34.7K - $40.3K
|
722
$80K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
374+ 3.03% |
$34.1K - $39.6K
|
12.7K
$1.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
369+ 6.02% |
$33.7K - $39.1K
|
6.5K
$721K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
350+ 1.0% |
$32K - $37.1K
|
35.2K
$3.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
346+ 4.34% |
$31.6K - $36.7K
|
8.32K
$922K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
330+ 2.97% |
$30.1K - $35K
|
11.5K
$1.27M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300+ 11.83% |
$27.4K - $31.8K
|
2.84K
$314K
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
294+ 1.32% |
$26.8K - $31.1K
|
22.6K
$2.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
294+ 3.11% |
$26.8K - $31.1K
|
9.76K
$1.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
290+ 1.95% |
$26.5K - $30.7K
|
15.2K
$1.68M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
286+ 13.69% |
$26.1K - $30.3K
|
2.38K
$263K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
270New |
$24.6K - $28.6K
|
270
$29.9K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
269+ 1.12% |
$24.6K - $28.5K
|
24.2K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
258+ 4.95% |
$23.6K - $27.3K
|
5.47K
$607K
|