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 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
23KNew |
$2.31M - $2.48M
|
23K
$2.61M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22.3K+ 117.97% |
$2.24M - $2.41M
|
41.2K
$4.68M
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
22.2KNew |
$2.22M - $2.39M
|
22.2K
$2.52M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.1K+ 31.47% |
$2.12M - $2.28M
|
88.1K
$10M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.9K+ 64.32% |
$2.09M - $2.25M
|
53.3K
$6.05M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19.1K+ 185.67% |
$1.91M - $2.06M
|
29.4K
$3.33M
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
18.8KNew |
$1.88M - $2.02M
|
18.8K
$2.13M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
18.5K+ 196.71% |
$1.86M - $2M
|
27.9K
$3.17M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
18.2K+ 31.21% |
$1.82M - $1.96M
|
76.5K
$8.68M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
18.1K+ 75.21% |
$1.82M - $1.96M
|
42.2K
$4.79M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.9K+ 589.8% |
$1.79M - $1.93M
|
20.9K
$2.37M
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
17.3K+ 9.6% |
$1.74M - $1.87M
|
198K
$22.5M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16.2K+ 63.94% |
$1.62M - $1.75M
|
41.4K
$4.7M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.3KNew |
$1.44M - $1.55M
|
14.3K
$1.63M
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 2.86% |
$1.37M - $1.48M
|
493K
$56M
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
13.6K+ 15.35% |
$1.36M - $1.46M
|
102K
$11.6M
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.2KNew |
$1.33M - $1.43M
|
13.2K
$1.5M
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
12.6KNew |
$1.26M - $1.36M
|
12.6K
$1.43M
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
12.3KNew |
$1.24M - $1.33M
|
12.3K
$1.4M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
11.6K+ 65.59% |
$1.16M - $1.25M
|
29.3K
$3.33M
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
11.4KNew |
$1.14M - $1.23M
|
11.4K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.3K+ 35.11% |
$1.13M - $1.21M
|
43.3K
$4.92M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
10.5KNew |
$1.05M - $1.13M
|
10.5K
$1.19M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 10.29% |
$1.05M - $1.13M
|
112K
$12.7M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.4K+ 865.86% |
$1.04M - $1.12M
|
11.6K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.95KNew |
$998K - $1.07M
|
9.95K
$1.13M
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.79K+ 13.49% |
$982K - $1.06M
|
82.4K
$9.35M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.71K+ 129.41% |
$974K - $1.05M
|
17.2K
$1.95M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
9.39K+ 7.21% |
$942K - $1.01M
|
140K
$15.8M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
9.13K+ 70.28% |
$915K - $985K
|
22.1K
$2.51M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
9.06K+ 266.47% |
$909K - $978K
|
12.5K
$1.41M
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
9KNew |
$903K - $972K
|
9K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.98K+ 6.94% |
$900K - $969K
|
138K
$15.7M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.95K+ 89.89% |
$898K - $967K
|
18.9K
$2.15M
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8.91KNew |
$894K - $962K
|
8.91K
$1.01M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.85K+ 70.2% |
$888K - $955K
|
21.5K
$2.44M
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
8.33K+ 16.38% |
$835K - $899K
|
59.2K
$6.71M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
8.25KNew |
$828K - $891K
|
8.25K
$936K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
7.93K+ 11.4% |
$795K - $856K
|
77.4K
$8.79M
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7.83K+ 6.16% |
$786K - $845K
|
135K
$15.3M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.83KNew |
$785K - $845K
|
7.83K
$888K
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
7.8K+ 78.0% |
$782K - $842K
|
17.8K
$2.02M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
7.47K+ 25.49% |
$749K - $806K
|
36.8K
$4.17M
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.43K+ 8.73% |
$745K - $802K
|
92.5K
$10.5M
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
7.23K+ 6.12% |
$725K - $781K
|
125K
$14.2M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.99K+ 105.77% |
$701K - $754K
|
13.6K
$1.54M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.99K+ 105.77% |
$701K - $754K
|
13.6K
$1.54M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.96K+ 47.82% |
$698K - $751K
|
21.5K
$2.44M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.46KNew |
$648K - $697K
|
6.46K
$733K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6.38K+ 88.19% |
$640K - $689K
|
13.6K
$1.55M
|