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 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
390New |
$36.5K - $42.2K
|
390
$44.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
390+ 629.03% |
$36.5K - $42.2K
|
452
$51.3K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
381+ 2.47% |
$35.6K - $41.2K
|
15.8K
$1.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
368+ 81.6% |
$34.4K - $39.8K
|
819
$93K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
363+ 1.45% |
$34K - $39.3K
|
25.4K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
346+ 13.54% |
$32.4K - $37.4K
|
2.9K
$329K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
345+ 4.29% |
$32.3K - $37.3K
|
8.39K
$952K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
315+ 233.33% |
$29.5K - $34.1K
|
450
$51.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
305New |
$28.5K - $33K
|
305
$34.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
299+ 0.94% |
$28K - $32.3K
|
32K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
285New |
$26.7K - $30.8K
|
285
$32.3K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
281+ 1.8% |
$26.3K - $30.4K
|
15.9K
$1.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
277+ 4.53% |
$25.9K - $30K
|
6.39K
$726K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
270+ 1.78% |
$25.3K - $29.2K
|
15.5K
$1.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
252+ 2520.0% |
$23.6K - $27.3K
|
262
$29.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
250+ 4.28% |
$23.4K - $27K
|
6.09K
$691K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
247+ 0.36% |
$23.1K - $26.7K
|
68.1K
$7.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
240+ 23.23% |
$22.5K - $26K
|
1.27K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
239+ 2.65% |
$22.4K - $25.9K
|
9.25K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
227New |
$21.2K - $24.6K
|
227
$25.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
209+ 2.96% |
$19.6K - $22.6K
|
7.27K
$825K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
205+ 4.15% |
$19.2K - $22.2K
|
5.15K
$584K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
201New |
$18.8K - $21.7K
|
201
$22.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
188+ 0.68% |
$17.6K - $20.3K
|
27.6K
$3.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
183+ 2.19% |
$17.1K - $19.8K
|
8.56K
$971K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
177New |
$16.6K - $19.1K
|
177
$20.1K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
164+ 1.03% |
$15.3K - $17.7K
|
16.2K
$1.83M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
164+ 3.09% |
$15.3K - $17.7K
|
5.48K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
155+ 2.38% |
$14.5K - $16.8K
|
6.66K
$755K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
150+ 1.33% |
$14K - $16.2K
|
11.4K
$1.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
145+ 6.25% |
$13.6K - $15.7K
|
2.47K
$280K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
141+ 12.84% |
$13.2K - $15.3K
|
1.24K
$141K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
134+ 2.9% |
$12.5K - $14.5K
|
4.76K
$540K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
133New |
$12.4K - $14.4K
|
133
$15.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
125+ 4.19% |
$11.7K - $13.5K
|
3.11K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
124+ 0.75% |
$11.6K - $13.4K
|
16.7K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
119+ 1.11% |
$11.1K - $12.9K
|
10.9K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
117+ 0.62% |
$10.9K - $12.7K
|
19.1K
$2.17M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
104New |
$9.73K - $11.3K
|
104
$11.8K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104New |
$9.73K - $11.3K
|
104
$11.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
102+ 3.42% |
$9.54K - $11K
|
3.09K
$350K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 2.41% |
$9.36K - $10.8K
|
4.25K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
100+ 2.89% |
$9.36K - $10.8K
|
3.56K
$404K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
98+ 0.45% |
$9.17K - $10.6K
|
22K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
97+ 2.7% |
$9.08K - $10.5K
|
3.68K
$418K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
92New |
$8.61K - $9.95K
|
92
$10.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.13% |
$7.86K - $9.09K
|
65.1K
$7.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
73+ 0.3% |
$6.83K - $7.9K
|
24.5K
$2.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
68+ 2.08% |
$6.36K - $7.36K
|
3.34K
$379K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
59New |
$5.52K - $6.38K
|
59
$6.7K
|