Purchases and Sales Made in Q4 2021 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 2021. 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
Q4 2021
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
625KNew |
$59M - $63.1M
|
625K
$70.3M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
454K+ 1766.31% |
$42.9M - $45.8M
|
479K
$54M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
404K+ 9392.8% |
$38.2M - $40.8M
|
408K
$46M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
129KNew |
$12.2M - $13.1M
|
129K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
120K+ 410.57% |
$11.3M - $12.1M
|
149K
$16.8M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
118KNew |
$11.2M - $11.9M
|
118K
$13.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
116K+ 67.52% |
$11M - $11.7M
|
288K
$32.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86.6K+ 69.52% |
$8.18M - $8.74M
|
211K
$23.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
82.3K+ 1850.78% |
$7.78M - $8.32M
|
86.8K
$9.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79.1K+ 11.94% |
$7.48M - $7.99M
|
742K
$83.5M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
76.4K+ 641.76% |
$7.22M - $7.72M
|
88.3K
$9.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
61.9K+ 58.04% |
$5.85M - $6.25M
|
169K
$19M
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
55.7K+ 59.07% |
$5.26M - $5.63M
|
150K
$16.9M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53.3KNew |
$5.03M - $5.38M
|
53.3K
$6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
44.9K+ 3.19% |
$4.25M - $4.54M
|
1.45M
$163M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
44.7KNew |
$4.23M - $4.52M
|
44.7K
$5.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
40.3KNew |
$3.8M - $4.07M
|
40.3K
$4.53M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
39.7KNew |
$3.76M - $4.01M
|
39.7K
$4.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.5K+ 1.67% |
$3.73M - $3.99M
|
2.4M
$271M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.6K+ 311.3% |
$3.65M - $3.9M
|
51K
$5.74M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
36.5K+ 8.99% |
$3.45M - $3.69M
|
443K
$49.9M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
32.5KNew |
$3.07M - $3.28M
|
32.5K
$3.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.4KNew |
$3.06M - $3.27M
|
32.4K
$3.65M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.2K+ 8.36% |
$3.04M - $3.25M
|
417K
$47M
|
|
|
Feb 14, 2022
Q4 2021
|
Gunma Bank,Ltd.
|
BUY
|
- |
31KNew |
$2.93M - $3.13M
|
31K
$3.49M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
30.8K+ 17.91% |
$2.91M - $3.11M
|
203K
$22.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
27.9KNew |
$2.64M - $2.82M
|
27.9K
$3.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.5K+ 12.97% |
$2.6M - $2.78M
|
240K
$27M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.7K+ 445.0% |
$2.52M - $2.7M
|
32.7K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
20.3KNew |
$1.92M - $2.06M
|
20.3K
$2.29M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
18.9KNew |
$1.79M - $1.91M
|
18.9K
$2.13M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
18.7KNew |
$1.76M - $1.88M
|
18.7K
$2.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
17.7KNew |
$1.67M - $1.79M
|
17.7K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 20.6% |
$1.64M - $1.75M
|
102K
$11.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.9K+ 32.18% |
$1.6M - $1.71M
|
69.4K
$7.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
16.8KNew |
$1.59M - $1.69M
|
16.8K
$1.89M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16K+ 30.11% |
$1.52M - $1.62M
|
69.3K
$7.81M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
15.3KNew |
$1.44M - $1.54M
|
15.3K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
13.5KNew |
$1.28M - $1.37M
|
13.5K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.5K+ 6.47% |
$1.18M - $1.27M
|
206K
$23.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5K+ 1.75% |
$1.18M - $1.26M
|
724K
$81.5M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12KNew |
$1.13M - $1.21M
|
12K
$1.35M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.8KNew |
$1.11M - $1.19M
|
11.8K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
11.7K+ 6.93% |
$1.11M - $1.18M
|
181K
$20.3M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11.2KNew |
$1.06M - $1.13M
|
11.2K
$1.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
10.6KNew |
$998K - $1.07M
|
10.6K
$1.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
10.4K+ 21.77% |
$985K - $1.05M
|
58.3K
$6.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$954K - $1.02M
|
10.1K
$1.14M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
10K+ 8.34% |
$947K - $1.01M
|
130K
$14.7M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
9.82K+ 1.9% |
$928K - $991K
|
528K
$59.4M
|