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 |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
561+ 6.34% |
$56.3K - $60.6K
|
9.42K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
545New |
$54.7K - $58.8K
|
545
$61.4K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
502+ 9.01% |
$50.4K - $54.2K
|
6.08K
$684K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
497+ 0.63% |
$49.9K - $53.7K
|
78.9K
$8.88M
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
493+ 26.91% |
$49.5K - $53.2K
|
2.33K
$262K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
471+ 0.8% |
$47.3K - $50.8K
|
59.2K
$6.66M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
453+ 12.7% |
$45.4K - $48.9K
|
4.02K
$453K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
430+ 3.49% |
$43.1K - $46.4K
|
12.8K
$1.44M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
417+ 3.15% |
$41.8K - $45K
|
13.6K
$1.54M
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
412+ 3.2% |
$41.3K - $44.5K
|
13.3K
$1.5M
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
406+ 3.85% |
$40.7K - $43.8K
|
11K
$1.23M
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
404+ 2.83% |
$40.5K - $43.6K
|
14.7K
$1.65M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
401+ 2.33% |
$40.2K - $43.3K
|
17.6K
$1.98M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
398+ 9.93% |
$39.9K - $43K
|
4.41K
$496K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
398+ 14.31% |
$39.9K - $43K
|
3.18K
$358K
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
385New |
$38.6K - $41.6K
|
385
$43.3K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
364+ 5.95% |
$36.5K - $39.3K
|
6.49K
$730K
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
359+ 7.12% |
$36K - $38.8K
|
5.4K
$608K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
350New |
$35.1K - $37.8K
|
350
$39.4K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
350+ 2.36% |
$35.1K - $37.8K
|
15.2K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
344+ 1.99% |
$34.5K - $37.1K
|
17.6K
$1.98M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
330+ 0.93% |
$33.1K - $35.6K
|
35.9K
$4.05M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
330New |
$33.1K - $35.6K
|
330
$37.1K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
328New |
$32.9K - $35.4K
|
328
$36.9K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
325New |
$32.6K - $35.1K
|
325
$36.6K
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
325+ 3.51% |
$32.6K - $35.1K
|
9.59K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
320New |
$32.1K - $34.5K
|
320
$36K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
312+ 1.6% |
$31.3K - $33.7K
|
19.8K
$2.23M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
307New |
$30.8K - $33.1K
|
307
$34.6K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
303+ 8.81% |
$30.4K - $32.7K
|
3.74K
$421K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
294+ 1.18% |
$29.5K - $31.7K
|
25.2K
$2.84M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
275+ 4.1% |
$27.6K - $29.7K
|
6.98K
$786K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
256New |
$25.7K - $27.6K
|
256
$28.8K
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
252+ 5.87% |
$25.3K - $27.2K
|
4.55K
$512K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
250+ 210.08% |
$25.1K - $27K
|
369
$41.5K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
224+ 59.57% |
$22.5K - $24.2K
|
600
$67.5K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
215+ 4.92% |
$21.6K - $23.2K
|
4.59K
$516K
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
205+ 0.19% |
$20.6K - $22.1K
|
111K
$12.4M
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
204+ 1.66% |
$20.5K - $22K
|
12.5K
$1.4M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
200+ 1.59% |
$20.1K - $21.6K
|
12.8K
$1.44M
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
174+ 0.65% |
$17.5K - $18.8K
|
26.9K
$3.03M
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
171+ 1.81% |
$17.2K - $18.5K
|
9.6K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
171+ 2.06% |
$17.2K - $18.5K
|
8.49K
$956K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
155+ 1.39% |
$15.5K - $16.7K
|
11.3K
$1.27M
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
155+ 1.15% |
$15.5K - $16.7K
|
13.7K
$1.54M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
153+ 5.71% |
$15.3K - $16.5K
|
2.83K
$319K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
150+ 1.35% |
$15K - $16.2K
|
11.3K
$1.27M
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
150+ 3.28% |
$15K - $16.2K
|
4.72K
$532K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
138+ 2.54% |
$13.8K - $14.9K
|
5.57K
$627K
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
131+ 0.8% |
$13.1K - $14.1K
|
16.5K
$1.86M
|