Purchases and Sales Made in Q4 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.19MNew |
$766M - $886M
|
8.19M
$930M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.35M+ 74.57% |
$126M - $146M
|
3.16M
$359M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.29M+ 24.49% |
$121M - $140M
|
6.57M
$745M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
942KNew |
$88.1M - $102M
|
942K
$107M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
684K+ 62.33% |
$64M - $74M
|
1.78M
$202M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
601KNew |
$56.2M - $65M
|
601K
$68.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
585K+ 15.19% |
$54.7M - $63.3M
|
4.44M
$504M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
581K+ 62.44% |
$54.3M - $62.8M
|
1.51M
$171M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
502K+ 907.46% |
$47M - $54.4M
|
558K
$63.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
387K+ 17.42% |
$36.2M - $41.9M
|
2.61M
$296M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
320K+ 987.42% |
$30M - $34.7M
|
353K
$40M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
242K+ 429.22% |
$22.6M - $26.1M
|
298K
$33.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
165KNew |
$15.4M - $17.8M
|
165K
$18.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
149K+ 164.4% |
$14M - $16.2M
|
240K
$27.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
148K+ 23.65% |
$13.9M - $16M
|
774K
$87.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
146K+ 4386.87% |
$13.6M - $15.8M
|
149K
$16.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
131KNew |
$12.3M - $14.2M
|
131K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
130K+ 13.5% |
$12.2M - $14.1M
|
1.09M
$124M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129K+ 16.68% |
$12.1M - $14M
|
904K
$103M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
126K+ 376.3% |
$11.8M - $13.6M
|
160K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
118K+ 13.92% |
$11M - $12.7M
|
962K
$109M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 33.62% |
$10.3M - $11.9M
|
439K
$49.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
106KNew |
$9.93M - $11.5M
|
106K
$12M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
102KNew |
$9.54M - $11M
|
102K
$11.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
101KNew |
$9.47M - $10.9M
|
101K
$11.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
95.4KNew |
$8.92M - $10.3M
|
95.4K
$10.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
91.3KNew |
$8.54M - $9.88M
|
91.3K
$10.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
91K+ 250.53% |
$8.51M - $9.84M
|
127K
$14.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
89.9K+ 208.75% |
$8.41M - $9.73M
|
133K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
87.2K+ 318.18% |
$8.16M - $9.43M
|
115K
$13M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
82.2KNew |
$7.69M - $8.89M
|
82.2K
$9.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
76.5K+ 87.08% |
$7.16M - $8.28M
|
164K
$18.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
74.7KNew |
$6.99M - $8.09M
|
74.7K
$8.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
73.7K+ 17.36% |
$6.89M - $7.97M
|
498K
$56.5M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
64.3K+ 171.18% |
$6.02M - $6.96M
|
102K
$11.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
60.6K+ 13.64% |
$5.67M - $6.56M
|
505K
$57.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
57.6K+ 35.9% |
$5.39M - $6.23M
|
218K
$24.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
57.2KNew |
$5.35M - $6.18M
|
57.2K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
51.2K+ 31.39% |
$4.79M - $5.54M
|
214K
$24.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
49K+ 61227.5% |
$4.58M - $5.3M
|
49.1K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.2K+ 58.58% |
$4.33M - $5M
|
125K
$14.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
43.5K+ 17.22% |
$4.07M - $4.71M
|
296K
$33.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.3K+ 111.29% |
$3.95M - $4.57M
|
80.2K
$9.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
40.2K+ 96.86% |
$3.76M - $4.35M
|
81.7K
$9.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
37.9K+ 19.64% |
$3.54M - $4.1M
|
231K
$26.2M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
36.1KNew |
$3.37M - $3.9M
|
36.1K
$4.09M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
35.7KNew |
$3.34M - $3.87M
|
35.7K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
35.1K+ 1448.82% |
$3.28M - $3.79M
|
37.5K
$4.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
32.8KNew |
$3.07M - $3.55M
|
32.8K
$3.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
32.4KNew |
$3.03M - $3.5M
|
32.4K
$3.68M
|