Purchases and Sales Made in Q4 2022 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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 02, 2023 Q4 2022
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
2.39K
New
$224K - $259K
2.39K $272K
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
2.38K
New
$223K - $258K
2.38K $270K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.37K
+ 4.93%
$222K - $256K
50.4K $5.72M
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
2.34K
+ 39.74%
$219K - $253K
8.23K $934K
Jan 10, 2023 Q4 2022
Lbmc Investment Advisors, LLC

BUY
 -
2.33K
+ 0.46%
$218K - $252K
511K $58M
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
2.29K
New
$214K - $247K
2.29K $259K
Feb 03, 2023 Q4 2022
Pinnacle Financial Partners Inc

BUY
 -
2.23K
New
$209K - $241K
2.23K $253K
Feb 15, 2023 Q4 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
2.23K
New
$209K - $241K
2.23K $253K
Jan 31, 2023 Q4 2022
Spc Financial, Inc.

BUY
 -
2.22K
New
$208K - $240K
2.22K $252K
Feb 09, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
2.18K
New
$204K - $236K
2.18K $247K
Jan 27, 2023 Q4 2022
Latitude Advisors, LLC

BUY
 -
2.17K
New
$203K - $235K
2.17K $246K
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
2.14K
+ 131.25%
$200K - $231K
3.77K $428K
Feb 14, 2023 Q4 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
2.13K
+ 90.19%
$200K - $231K
4.5K $511K
Feb 10, 2023 Q4 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
2.11K
New
$197K - $228K
2.11K $239K
Feb 08, 2023 Q4 2022
Aspireon Wealth Advisors

BUY
 -
2.1K
+ 4.61%
$197K - $228K
47.7K $5.42M
Jan 25, 2023 Q4 2022
Alpha Cubed Investments, LLC

BUY
 -
2.1K
New
$197K - $227K
2.1K $239K
Feb 13, 2023 Q4 2022
Provident Investment Management, Inc.

Novi, MI
BUY
 -
2.1K
New
$196K - $227K
2.1K $238K
Feb 09, 2023 Q4 2022
Texas Capital Bank Wealth Management Services Inc

BUY
 -
2.05K
New
$192K - $222K
2.05K $233K
Feb 08, 2023 Q4 2022
Ahrens Investment Partners LLC

BUY
 -
2.03K
New
$190K - $220K
2.03K $231K
Feb 27, 2023 Q4 2022
Objective Capital Management, LLC

BUY
 -
2.03K
New
$189K - $219K
2.03K $230K
Feb 06, 2023 Q4 2022
Thompson Davis & Co., Inc.

BUY
 -
2.02K
New
$189K - $219K
2.02K $229K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.02K
+ 3738.89%
$189K - $218K
2.07K $235K
Jan 05, 2023 Q4 2022
Fulton Bank, N.A.

BUY
 -
1.99K
New
$186K - $215K
1.99K $226K
May 18, 2023 Q4 2022
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
1.98K
New
$185K - $214K
1.98K $225K
Jan 24, 2023 Q4 2022
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
1.98K
New
$185K - $214K
1.98K $225K
Jan 17, 2023 Q4 2022
Chemistry Wealth Management LLC

New York, NY
BUY
 -
1.95K
New
$182K - $211K
1.95K $221K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.91K
New
$179K - $206K
1.91K $217K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
1.88K
+ 38.19%
$176K - $203K
6.79K $770K
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.87K
New
$175K - $202K
1.87K $212K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.85K
+ 19.22%
$173K - $200K
11.5K $1.3M
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
1.84K
+ 23.73%
$172K - $199K
9.59K $1.09M
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.82K
+ 122.71%
$170K - $197K
3.31K $375K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
1.82K
+ 58.06%
$170K - $197K
4.95K $562K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
1.8K
+ 10.02%
$168K - $194K
19.7K $2.24M
Feb 10, 2023 Q4 2022
Patten Group, Inc.

BUY
 -
1.79K
+ 35.91%
$168K - $194K
6.78K $769K
Feb 09, 2023 Q4 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.79K
+ 40.92%
$167K - $193K
6.16K $699K
Jan 09, 2023 Q4 2022
Summit Financial Group, Inc.

BUY
 -
1.78K
+ 5.81%
$166K - $192K
32.4K $3.67M
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
1.76K
+ 27.31%
$165K - $191K
8.22K $932K
Jan 26, 2023 Q4 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
1.63K
+ 13.3%
$152K - $176K
13.9K $1.58M
Feb 10, 2023 Q4 2022
Destination Wealth Management

BUY
 -
1.57K
+ 35.42%
$147K - $170K
6K $681K
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.55K
+ 49.55%
$145K - $167K
4.67K $530K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
1.43K
+ 14.44%
$134K - $155K
11.3K $1.29M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.37K
New
$128K - $148K
1.37K $155K
Jan 23, 2023 Q4 2022
Trinity Wealth Management, LLC

BUY
 -
1.32K
+ 2.58%
$123K - $142K
52.3K $5.94M
Feb 03, 2023 Q4 2022
Old National Bancorp

BUY
 -
1.29K
+ 3.66%
$121K - $139K
36.5K $4.14M
Jan 17, 2023 Q4 2022
Hfg Advisors, Inc.

BUY
 -
1.25K
+ 6.54%
$117K - $135K
20.3K $2.31M
Feb 13, 2023 Q4 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
1.23K
+ 1.72%
$115K - $133K
72.8K $8.26M
Feb 16, 2023 Q4 2022
Ascent Group, LLC

BUY
 -
1.14K
+ 26.25%
$107K - $123K
5.48K $622K
Feb 13, 2023 Q4 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
1.13K
+ 23.63%
$106K - $122K
5.91K $671K

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