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 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-226- 16.38% |
$21.4K - $22.8K
|
1.15K
$131K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-246- 20.52% |
$23.2K - $24.8K
|
953
$108K
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-250- 2.42% |
$23.6K - $25.2K
|
10.1K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250- 2.18% |
$23.6K - $25.2K
|
11.2K
$1.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-252- 1.45% |
$23.8K - $25.4K
|
17.2K
$1.95M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-253- 46.85% |
$23.9K - $25.6K
|
287
$32.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-268- 0.83% |
$25.3K - $27.1K
|
32.1K
$3.64M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-272- 3.53% |
$25.7K - $27.5K
|
7.44K
$844K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-274- 6.36% |
$25.9K - $27.7K
|
4.04K
$458K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-278Closed |
$26.3K - $28.1K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-283- 4.45% |
$26.7K - $28.6K
|
6.08K
$690K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-285- 5.38% |
$26.9K - $28.8K
|
5.02K
$569K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-298- 17.17% |
$28.2K - $30.1K
|
1.44K
$163K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-300- 2.48% |
$28.4K - $30.3K
|
11.8K
$1.34M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-300- 3.49% |
$28.4K - $30.3K
|
8.29K
$941K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-300- 8.6% |
$28.4K - $30.3K
|
3.19K
$362K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-302- 3.7% |
$28.5K - $30.5K
|
7.86K
$892K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-303- 3.51% |
$28.6K - $30.6K
|
8.32K
$944K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-304- 3.13% |
$28.7K - $30.7K
|
9.4K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-317- 12.41% |
$30K - $32K
|
2.24K
$254K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
SELL
|
- |
-318- 0.28% |
$30.1K - $32.1K
|
115K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-320Closed |
$30.2K - $32.3K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-325Closed |
$30.7K - $32.8K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-328Closed |
$31K - $33.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-331- 20.79% |
$31.3K - $33.4K
|
1.26K
$143K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-345- 2.06% |
$32.6K - $34.8K
|
16.4K
$1.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-348- 1.91% |
$32.9K - $35.1K
|
17.9K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-355- 6.5% |
$33.6K - $35.9K
|
5.1K
$579K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-356Closed |
$33.6K - $36K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-367- 2.84% |
$34.7K - $37.1K
|
12.6K
$1.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-368Closed |
$34.8K - $37.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-395- 4.27% |
$37.3K - $39.9K
|
8.86K
$1.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-420- 4.78% |
$39.7K - $42.4K
|
8.37K
$950K
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-438- 17.05% |
$41.4K - $44.2K
|
2.13K
$242K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-446Closed |
$42.2K - $45K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-455- 2.46% |
$43K - $46K
|
18K
$2.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-475- 0.59% |
$44.9K - $48K
|
79.8K
$9.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-487- 1.89% |
$46K - $49.2K
|
25.3K
$2.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-490- 0.36% |
$46.3K - $49.5K
|
134K
$15.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-499- 0.35% |
$47.2K - $50.4K
|
144K
$16.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-505- 6.77% |
$47.7K - $51K
|
6.95K
$789K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-554- 6.88% |
$52.4K - $55.9K
|
7.5K
$851K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-565- 2.45% |
$53.4K - $57.1K
|
22.5K
$2.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-567- 21.56% |
$53.6K - $57.3K
|
2.06K
$234K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-570- 4.21% |
$53.9K - $57.6K
|
13K
$1.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-580Closed |
$54.8K - $58.6K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-586- 0.63% |
$55.4K - $59.2K
|
92.7K
$10.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-614- 7.21% |
$58K - $62K
|
7.9K
$897K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-622Closed |
$58.8K - $62.8K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-650- 24.5% |
$61.4K - $65.6K
|
2K
$227K
|