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 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
250New |
$23.6K - $25.2K
|
250
$28.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
240+ 35.66% |
$22.7K - $24.2K
|
913
$104K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
228+ 8.36% |
$21.5K - $23K
|
2.95K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$18.9K - $20.2K
|
200
$22.7K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
187+ 4.55% |
$17.7K - $18.9K
|
4.29K
$487K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
178+ 0.3% |
$16.8K - $18K
|
58.7K
$6.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
178+ 27.38% |
$16.8K - $18K
|
828
$94K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
177New |
$16.7K - $17.9K
|
177
$20.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
175+ 5.04% |
$16.5K - $17.7K
|
3.64K
$414K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
171+ 5.03% |
$16.2K - $17.3K
|
3.57K
$405K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
169+ 3.16% |
$16K - $17.1K
|
5.52K
$627K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
166+ 1.03% |
$15.7K - $16.8K
|
16.3K
$1.85M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
165+ 6.56% |
$15.6K - $16.7K
|
2.68K
$304K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
163+ 2.74% |
$15.4K - $16.5K
|
6.12K
$695K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
160New |
$15.1K - $16.2K
|
160
$18.2K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
160+ 1.27% |
$15.1K - $16.2K
|
12.7K
$1.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
152New |
$14.4K - $15.4K
|
152
$17.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
145+ 2.67% |
$13.7K - $14.6K
|
5.57K
$633K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
144New |
$13.6K - $14.5K
|
144
$16.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
136+ 1.01% |
$12.9K - $13.7K
|
13.6K
$1.54M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
134+ 4.86% |
$12.7K - $13.5K
|
2.89K
$328K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
123New |
$11.6K - $12.4K
|
123
$14K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
117+ 1.25% |
$11.1K - $11.8K
|
9.47K
$1.07M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
111+ 1.07% |
$10.5K - $11.2K
|
10.5K
$1.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
110New |
$10.4K - $11.1K
|
110
$12.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
105+ 26.92% |
$9.92K - $10.6K
|
495
$56.2K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 2.19% |
$9.45K - $10.1K
|
4.67K
$530K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
100+ 0.68% |
$9.45K - $10.1K
|
14.8K
$1.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
98+ 1.65% |
$9.26K - $9.9K
|
6.03K
$685K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
80New |
$7.56K - $8.08K
|
80
$9.08K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
75+ 1.13% |
$7.09K - $7.57K
|
6.74K
$765K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
68New |
$6.43K - $6.87K
|
68
$7.72K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
68+ 0.65% |
$6.43K - $6.87K
|
10.5K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
65+ 1.95% |
$6.14K - $6.56K
|
3.4K
$386K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
63+ 0.43% |
$5.95K - $6.36K
|
14.8K
$1.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
57+ 0.35% |
$5.39K - $5.76K
|
16.4K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
56+ 1.67% |
$5.29K - $5.66K
|
3.42K
$388K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
55+ 0.87% |
$5.2K - $5.55K
|
6.37K
$723K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
53New |
$5.01K - $5.35K
|
53
$6.02K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
50+ 2.4% |
$4.73K - $5.05K
|
2.13K
$242K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
40+ 80.0% |
$3.78K - $4.04K
|
90
$10.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
40+ 0.6% |
$3.78K - $4.04K
|
6.7K
$761K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
36+ 1.01% |
$3.4K - $3.64K
|
3.59K
$407K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31+ 0.25% |
$2.93K - $3.13K
|
12.3K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30+ 1.03% |
$2.84K - $3.03K
|
2.93K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27+ 0.25% |
$2.55K - $2.73K
|
10.9K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
26New |
$2.46K - $2.63K
|
26
$2.95K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
25+ 1.06% |
$2.36K - $2.52K
|
2.38K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$2.27K - $2.42K
|
24
$2.72K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
19+ 1.52% |
$1.8K - $1.92K
|
1.27K
$144K
|