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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-46- 1.64% |
$4.35K - $4.65K
|
2.75K
$312K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 12.95% |
$4.73K - $5.05K
|
336
$38.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-50- 56.18% |
$4.73K - $5.05K
|
39
$4.43K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-54- 1.99% |
$5.1K - $5.45K
|
2.66K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-54- 1.99% |
$5.1K - $5.45K
|
2.66K
$302K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-58- 0.95% |
$5.48K - $5.86K
|
6.03K
$684K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-65- 3.23% |
$6.14K - $6.56K
|
1.95K
$221K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-70- 1.55% |
$6.62K - $7.07K
|
4.44K
$504K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-73- 27.65% |
$6.9K - $7.37K
|
191
$21.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-74Closed |
$6.99K - $7.47K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-76- 2.3% |
$7.18K - $7.68K
|
3.23K
$366K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-80Closed |
$7.56K - $8.08K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-82- 0.77% |
$7.75K - $8.28K
|
10.5K
$1.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-85- 1.53% |
$8.03K - $8.58K
|
5.48K
$622K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-89- 1.67% |
$8.41K - $8.99K
|
5.26K
$596K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.9% |
$8.51K - $9.09K
|
3.01K
$342K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-94- 0.61% |
$8.88K - $9.49K
|
15.3K
$1.73M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-100- 2.31% |
$9.45K - $10.1K
|
4.23K
$480K
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-102- 1.88% |
$9.64K - $10.3K
|
5.32K
$604K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-102- 6.16% |
$9.64K - $10.3K
|
1.55K
$176K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-109- 1.53% |
$10.3K - $11K
|
7.03K
$797K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-110Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-112- 3.73% |
$10.6K - $11.3K
|
2.89K
$328K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-123- 4.17% |
$11.6K - $12.4K
|
2.83K
$321K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-125- 0.85% |
$11.8K - $12.6K
|
14.5K
$1.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 2.62% |
$11.8K - $12.6K
|
4.65K
$527K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-126- 25.98% |
$11.9K - $12.7K
|
359
$40.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-126- 6.15% |
$11.9K - $12.7K
|
1.92K
$218K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-132- 21.93% |
$12.5K - $13.3K
|
470
$53.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-135Closed |
$12.8K - $13.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-140- 0.46% |
$13.2K - $14.1K
|
30.4K
$3.45M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-144- 55.81% |
$13.6K - $14.5K
|
114
$12.9K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-148- 2.31% |
$14K - $14.9K
|
6.26K
$710K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-150- 0.5% |
$14.2K - $15.1K
|
30.1K
$3.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-150- 3.9% |
$14.2K - $15.1K
|
3.7K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-152- 3.31% |
$14.4K - $15.4K
|
4.45K
$505K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-154- 12.7% |
$14.6K - $15.6K
|
1.06K
$120K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-169- 1.57% |
$16K - $17.1K
|
10.6K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-173- 1.04% |
$16.4K - $17.5K
|
16.5K
$1.87M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-173- 2.74% |
$16.4K - $17.5K
|
6.14K
$697K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-178- 2.34% |
$16.8K - $18K
|
7.43K
$843K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-179- 0.67% |
$16.9K - $18.1K
|
26.7K
$3.03M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-183- 1.5% |
$17.3K - $18.5K
|
12.1K
$1.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-185- 1.3% |
$17.5K - $18.7K
|
14.1K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 3.53% |
$18.9K - $20.2K
|
5.46K
$620K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 3.53% |
$18.9K - $20.2K
|
5.46K
$620K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-200- 5.5% |
$18.9K - $20.2K
|
3.44K
$390K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-213- 1.69% |
$20.1K - $21.5K
|
12.4K
$1.41M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-223- 1.46% |
$21.1K - $22.5K
|
15.1K
$1.71M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-224- 9.85% |
$21.2K - $22.6K
|
2.05K
$233K
|