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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-126- 1.06% |
$11.8K - $13.6K
|
11.7K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-129- 88.97% |
$12.1K - $14K
|
16
$1.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-135- 11.27% |
$12.6K - $14.6K
|
1.06K
$120K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-139- 0.34% |
$13K - $15K
|
40.6K
$4.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-146- 0.41% |
$13.7K - $15.8K
|
35.7K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
SELL
|
- |
-154- 4.84% |
$14.4K - $16.7K
|
3.03K
$341K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-155- 6.11% |
$14.5K - $16.8K
|
2.38K
$268K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-160- 2.11% |
$15K - $17.3K
|
7.42K
$835K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-179- 3.23% |
$16.7K - $19.4K
|
5.37K
$604K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-189- 30.53% |
$17.7K - $20.4K
|
430
$48.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-200- 1.68% |
$18.7K - $21.6K
|
11.7K
$1.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-200- 5.51% |
$18.7K - $21.6K
|
3.43K
$386K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-204- 3.66% |
$19.1K - $22.1K
|
5.37K
$604K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-204- 0.36% |
$19.1K - $22.1K
|
56.3K
$6.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-206- 1.49% |
$19.3K - $22.3K
|
13.6K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-220- 0.09% |
$20.6K - $23.8K
|
256K
$28.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-223- 1.47% |
$20.9K - $24.1K
|
15K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-225- 7.18% |
$21.1K - $24.3K
|
2.91K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-250- 4.57% |
$23.4K - $27K
|
5.22K
$588K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-250- 10.42% |
$23.4K - $27K
|
2.15K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-258- 6.16% |
$24.1K - $27.9K
|
3.93K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-298- 5.79% |
$27.9K - $32.2K
|
4.85K
$546K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-299- 3.6% |
$28K - $32.3K
|
8.02K
$902K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-315- 2.3% |
$29.5K - $34.1K
|
13.4K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-315- 4.36% |
$29.5K - $34.1K
|
6.92K
$779K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-329- 5.43% |
$30.8K - $35.6K
|
5.73K
$645K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-333- 6.83% |
$31.2K - $36K
|
4.55K
$512K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-379- 3.23% |
$35.5K - $41K
|
11.4K
$1.28M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-383- 4.37% |
$35.8K - $41.4K
|
8.38K
$943K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-387- 22.05% |
$36.2K - $41.9K
|
1.37K
$154K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-392- 7.91% |
$36.7K - $42.4K
|
4.56K
$514K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-442- 9.32% |
$41.4K - $47.8K
|
4.3K
$484K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-477- 11.67% |
$44.6K - $51.6K
|
3.61K
$406K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-481- 7.86% |
$45K - $52K
|
5.64K
$635K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-487- 11.67% |
$45.6K - $52.7K
|
3.69K
$415K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-487- 51.92% |
$45.6K - $52.7K
|
451
$50.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-515- 4.1% |
$48.2K - $55.7K
|
12K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-524- 2.26% |
$49K - $56.7K
|
22.7K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-541- 15.36% |
$50.6K - $58.5K
|
2.98K
$336K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-572- 8.8% |
$53.5K - $61.9K
|
5.93K
$667K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-592- 12.52% |
$55.4K - $64K
|
4.14K
$466K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-649- 4.49% |
$60.7K - $70.2K
|
13.8K
$1.56M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-672- 15.04% |
$62.9K - $72.7K
|
3.8K
$427K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-672- 14.98% |
$62.9K - $72.7K
|
3.81K
$429K
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-675- 4.58% |
$63.2K - $73K
|
14.1K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-695- 21.55% |
$65K - $75.2K
|
2.53K
$285K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-711- 13.55% |
$66.5K - $76.9K
|
4.54K
$511K
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-722- 1.99% |
$67.6K - $78.1K
|
35.6K
$4.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-727- 4.31% |
$68K - $78.7K
|
16.1K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-741- 14.13% |
$69.3K - $80.2K
|
4.5K
$507K
|