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 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.86K- 5.92% |
$361K - $418K
|
61.3K
$6.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-3.93K- 35.4% |
$368K - $425K
|
7.17K
$814K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-4.17K- 5.13% |
$390K - $451K
|
77.2K
$8.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.47K- 25.76% |
$418K - $484K
|
12.9K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.49K- 9.95% |
$420K - $486K
|
40.7K
$4.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.52K- 40.75% |
$423K - $489K
|
6.58K
$746K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.55K- 97.05% |
$425K - $492K
|
138
$15.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-4.75K- 25.59% |
$444K - $514K
|
13.8K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.35K- 6.0% |
$501K - $579K
|
83.9K
$9.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.6K- 63.48% |
$524K - $606K
|
3.22K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.78K- 70.71% |
$540K - $625K
|
2.39K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-6.06K- 9.85% |
$567K - $656K
|
55.5K
$6.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.29K- 2.89% |
$589K - $681K
|
211K
$24M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-6.35K- 56.84% |
$594K - $686K
|
4.82K
$547K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.39K- 14.65% |
$598K - $692K
|
37.3K
$4.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.47K- 27.34% |
$605K - $699K
|
17.2K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-7.21K- 31.93% |
$675K - $780K
|
15.4K
$1.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.23K- 45.98% |
$677K - $782K
|
8.5K
$964K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.3K- 18.46% |
$683K - $790K
|
32.3K
$3.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-7.56K- 5.44% |
$708K - $818K
|
132K
$14.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.6K- 78.82% |
$711K - $822K
|
2.04K
$232K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.88K- 38.91% |
$737K - $853K
|
12.4K
$1.4M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-7.98K- 35.73% |
$746K - $863K
|
14.3K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8.11K- 63.02% |
$758K - $877K
|
4.76K
$540K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.3K- 21.89% |
$776K - $898K
|
29.6K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.76K- 48.24% |
$820K - $948K
|
9.4K
$1.07M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9K- 75.58% |
$842K - $973K
|
2.91K
$330K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9.01K- 31.34% |
$843K - $974K
|
19.7K
$2.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-9.19K- 78.59% |
$860K - $995K
|
2.5K
$284K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.46K- 97.74% |
$885K - $1.02M
|
219
$24.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-9.81K- 79.99% |
$917K - $1.06M
|
2.45K
$278K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-9.98K- 36.96% |
$933K - $1.08M
|
17K
$1.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-10.8K- 31.3% |
$1.01M - $1.17M
|
23.7K
$2.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10.8K- 35.18% |
$1.01M - $1.17M
|
19.9K
$2.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1K- 4.04% |
$1.03M - $1.2M
|
262K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-12.7K- 14.31% |
$1.19M - $1.37M
|
76K
$8.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.7K- 1.46% |
$1.28M - $1.48M
|
926K
$105M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15.7K- 48.76% |
$1.47M - $1.7M
|
16.5K
$1.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.3K- 74.86% |
$1.53M - $1.77M
|
5.48K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-16.7K- 81.12% |
$1.56M - $1.81M
|
3.89K
$442K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.2K- 53.1% |
$1.61M - $1.86M
|
15.2K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19.3K- 87.7% |
$1.8M - $2.09M
|
2.7K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-20K- 84.2% |
$1.87M - $2.17M
|
3.76K
$426K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20.8K- 61.81% |
$1.95M - $2.25M
|
12.9K
$1.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.7K- 28.54% |
$2.13M - $2.46M
|
56.9K
$6.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23.3K- 99.91% |
$2.18M - $2.52M
|
21
$2.38K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.5K- 68.64% |
$2.2M - $2.54M
|
10.7K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-24K- 82.69% |
$2.24M - $2.59M
|
5.02K
$569K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.5K- 7.59% |
$2.3M - $2.66M
|
299K
$33.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.5K- 44.12% |
$2.39M - $2.76M
|
32.3K
$3.67M
|