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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.32K+ 135.69% |
$125K - $134K
|
2.3K
$261K
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
1.3K+ 4.09% |
$122K - $131K
|
33K
$3.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.07K+ 49.47% |
$101K - $108K
|
3.22K
$366K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.06K+ 62.91% |
$100K - $107K
|
2.75K
$312K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.03K+ 10.85% |
$97.3K - $104K
|
10.5K
$1.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.02K+ 6.13% |
$96.6K - $103K
|
17.7K
$2.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.01K+ 3.06% |
$95K - $101K
|
33.9K
$3.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
957+ 18.58% |
$90.4K - $96.6K
|
6.11K
$693K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
918New |
$86.8K - $92.7K
|
918
$104K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
907+ 28.89% |
$85.7K - $91.6K
|
4.05K
$459K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
877+ 5.84% |
$82.9K - $88.6K
|
15.9K
$1.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
842New |
$79.6K - $85K
|
842
$95.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
817+ 6.87% |
$77.2K - $82.5K
|
12.7K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
811+ 1.26% |
$76.6K - $81.9K
|
65.4K
$7.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
753+ 24.96% |
$71.2K - $76K
|
3.77K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
727+ 7.0% |
$68.7K - $73.4K
|
11.1K
$1.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
720+ 8.89% |
$68K - $72.7K
|
8.82K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
692+ 5.52% |
$65.4K - $69.9K
|
13.2K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
675+ 3.98% |
$63.8K - $68.2K
|
17.6K
$2M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
640New |
$60.5K - $64.6K
|
640
$72.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
633+ 9.8% |
$59.8K - $63.9K
|
7.09K
$805K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
616+ 1.83% |
$58.2K - $62.2K
|
34.4K
$3.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
600+ 6.92% |
$56.7K - $60.6K
|
9.27K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
592+ 0.6% |
$55.9K - $59.8K
|
99.6K
$11.3M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
590+ 4.07% |
$55.8K - $59.6K
|
15.1K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
577+ 12.72% |
$54.5K - $58.3K
|
5.11K
$580K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
565+ 15.25% |
$53.4K - $57.1K
|
4.27K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
549+ 9.76% |
$51.9K - $55.4K
|
6.18K
$701K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
512+ 5.23% |
$48.4K - $51.7K
|
10.3K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
482New |
$45.6K - $48.7K
|
482
$54.7K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
472+ 8.18% |
$44.6K - $47.7K
|
6.24K
$708K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
460New |
$43.5K - $46.5K
|
460
$52.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
460+ 6.71% |
$43.5K - $46.5K
|
7.32K
$830K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
451New |
$42.6K - $45.5K
|
451
$51.2K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
435New |
$41.1K - $43.9K
|
435
$49.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
390New |
$36.9K - $39.4K
|
390
$44.3K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
390+ 4.0% |
$36.9K - $39.4K
|
10.1K
$1.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
350+ 16.23% |
$33.1K - $35.3K
|
2.51K
$285K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
350+ 140.0% |
$33.1K - $35.3K
|
600
$68.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
322+ 2.27% |
$30.4K - $32.5K
|
14.5K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
319+ 7.76% |
$30.1K - $32.2K
|
4.43K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
308New |
$29.1K - $31.1K
|
308
$35K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
305+ 5.87% |
$28.8K - $30.8K
|
5.51K
$625K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
291+ 2.17% |
$27.5K - $29.4K
|
13.7K
$1.55M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
290New |
$27.4K - $29.3K
|
290
$32.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
285+ 1.74% |
$26.9K - $28.8K
|
16.6K
$1.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
285New |
$26.9K - $28.8K
|
285
$32.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
284+ 8.32% |
$26.8K - $28.7K
|
3.7K
$420K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
273New |
$25.8K - $27.6K
|
273
$31K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
259+ 5.41% |
$24.5K - $26.2K
|
5.05K
$573K
|