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 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
125New |
$12.5K - $13.5K
|
125
$14.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
120+ 5.28% |
$12K - $13K
|
2.39K
$272K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
116+ 9.2% |
$11.6K - $12.5K
|
1.38K
$156K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
110+ 11.54% |
$11K - $11.9K
|
1.06K
$121K
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
110+ 3.72% |
$11K - $11.9K
|
3.06K
$348K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
109+ 4.7% |
$10.9K - $11.8K
|
2.43K
$276K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
109+ 0.82% |
$10.9K - $11.8K
|
13.4K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
108+ 1.7% |
$10.8K - $11.7K
|
6.47K
$735K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
102+ 3.72% |
$10.2K - $11K
|
2.85K
$323K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 1.62% |
$10K - $10.8K
|
6.26K
$710K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
100+ 3.7% |
$10K - $10.8K
|
2.8K
$318K
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
99+ 4.73% |
$9.93K - $10.7K
|
2.19K
$249K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
93New |
$9.33K - $10K
|
93
$10.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
93+ 19.1% |
$9.33K - $10K
|
580
$65.8K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 0.73% |
$7.62K - $8.2K
|
10.5K
$1.2M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
75+ 0.22% |
$7.52K - $8.1K
|
34.4K
$3.91M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
73+ 0.97% |
$7.32K - $7.88K
|
7.58K
$860K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
72+ 0.92% |
$7.22K - $7.77K
|
7.87K
$893K
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
69+ 3.16% |
$6.92K - $7.45K
|
2.25K
$256K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
65+ 232.14% |
$6.52K - $7.02K
|
93
$10.6K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
62+ 0.83% |
$6.22K - $6.69K
|
7.5K
$851K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
50+ 20.0% |
$5.02K - $5.4K
|
300
$34.1K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
49+ 1.67% |
$4.92K - $5.29K
|
2.98K
$338K
|
|
|
Apr 19, 2022
Q1 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
44+ 1.59% |
$4.41K - $4.75K
|
2.81K
$319K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
BUY
|
- |
40+ 1.55% |
$4.01K - $4.32K
|
2.62K
$297K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.26% |
$2.51K - $2.7K
|
9.49K
$1.08M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
24+ 0.67% |
$2.41K - $2.59K
|
3.61K
$410K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
23+ 0.42% |
$2.31K - $2.48K
|
5.55K
$630K
|
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
20New |
$2.01K - $2.16K
|
20
$2.27K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
18+ 0.31% |
$1.81K - $1.94K
|
5.86K
$665K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.64% |
$1.81K - $1.94K
|
2.84K
$323K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17+ 0.02% |
$1.71K - $1.84K
|
69.4K
$7.88M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
16+ 0.23% |
$1.61K - $1.73K
|
6.9K
$783K
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
14+ 0.68% |
$1.4K - $1.51K
|
2.06K
$234K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
13+ 0.45% |
$1.3K - $1.4K
|
2.91K
$330K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
13+ 0.02% |
$1.3K - $1.4K
|
79.8K
$9.06M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12+ 0.2% |
$1.2K - $1.3K
|
6.04K
$686K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.73% |
$1.2K - $1.3K
|
1.65K
$187K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.24% |
$1.2K - $1.3K
|
5.04K
$572K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.57% |
$1.2K - $1.3K
|
2.13K
$242K
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
11+ 0.06% |
$1.1K - $1.19K
|
18.7K
$2.12M
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.5% |
$1K - $1.08K
|
2K
$227K
|
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
10+ 0.07% |
$1K - $1.08K
|
14.1K
$1.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
9+ 0.25% |
$903 - $972
|
3.64K
$414K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
9+ 0.4% |
$903 - $972
|
2.28K
$259K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
9+ 0.28% |
$903 - $972
|
3.21K
$364K
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.14% |
$903 - $972
|
6.24K
$708K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
9+ 0.38% |
$903 - $972
|
2.38K
$271K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.63% |
$803 - $864
|
1.28K
$145K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.04% |
$702 - $756
|
16.8K
$1.9M
|