Purchases and Sales Made in Q1 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.1K- 16.34% |
$110K - $119K
|
5.64K
$640K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.1K- 6.27% |
$111K - $119K
|
16.5K
$1.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-1.17K- 5.75% |
$117K - $126K
|
19.2K
$2.18M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-1.2K- 5.17% |
$120K - $129K
|
22K
$2.49M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 19.27% |
$121K - $130K
|
5.04K
$572K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.23K- 8.83% |
$123K - $132K
|
12.7K
$1.44M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 30.68% |
$135K - $146K
|
3.05K
$346K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.39K- 42.53% |
$139K - $150K
|
1.87K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 4.38% |
$140K - $151K
|
30.5K
$3.46M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.5KClosed |
$150K - $162K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.55KClosed |
$156K - $168K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.6K- 9.7% |
$160K - $172K
|
14.9K
$1.69M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.64KClosed |
$165K - $177K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.75K- 37.55% |
$176K - $189K
|
2.92K
$331K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.82K- 57.17% |
$183K - $197K
|
1.37K
$155K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.9K- 31.94% |
$191K - $205K
|
4.05K
$460K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.99KClosed |
$200K - $215K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2K- 4.96% |
$200K - $215K
|
38.3K
$4.34M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.04K- 29.22% |
$204K - $220K
|
4.93K
$560K
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.23K- 5.61% |
$224K - $241K
|
37.5K
$4.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.24K- 26.74% |
$225K - $242K
|
6.13K
$696K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.34K- 5.22% |
$234K - $252K
|
42.4K
$4.81M
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.38K- 1.78% |
$239K - $257K
|
132K
$14.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.43KClosed |
$244K - $262K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.49K- 12.32% |
$250K - $269K
|
17.7K
$2.01M
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.51KClosed |
$252K - $271K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.75KClosed |
$276K - $297K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.05KClosed |
$306K - $329K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.13K- 18.41% |
$314K - $338K
|
13.9K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-3.18KClosed |
$319K - $343K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-3.21KClosed |
$322K - $346K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.37K- 2.04% |
$338K - $363K
|
161K
$18.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.32K- 27.88% |
$433K - $466K
|
11.2K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.35K- 11.88% |
$437K - $470K
|
32.3K
$3.67M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-4.46K- 32.85% |
$448K - $482K
|
9.13K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4.71K- 69.5% |
$472K - $508K
|
2.07K
$234K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.72K- 52.66% |
$473K - $509K
|
4.24K
$481K
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.83K- 9.53% |
$485K - $522K
|
45.9K
$5.21M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5K- 67.35% |
$501K - $539K
|
2.42K
$275K
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.17KClosed |
$518K - $558K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.83K- 2.24% |
$584K - $629K
|
255K
$28.9M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.88K- 15.59% |
$590K - $635K
|
31.8K
$3.61M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.22K- 10.64% |
$624K - $671K
|
52.2K
$5.93M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-7.43K- 2.94% |
$746K - $802K
|
245K
$27.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.47K- 8.08% |
$750K - $807K
|
85K
$9.65M
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-7.9KClosed |
$793K - $853K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-9.2K- 6.13% |
$923K - $993K
|
141K
$16M
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-9.24KClosed |
$927K - $997K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-9.75K- 6.36% |
$978K - $1.05M
|
143K
$16.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.86K- 98.4% |
$989K - $1.06M
|
160
$18.2K
|