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 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-54Closed |
$5.42K - $5.83K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-60- 2.56% |
$6.02K - $6.48K
|
2.29K
$257K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-60- 1.09% |
$6.02K - $6.48K
|
5.45K
$613K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-62- 1.52% |
$6.22K - $6.69K
|
4.02K
$452K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-65- 0.5% |
$6.52K - $7.02K
|
12.9K
$1.45M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-65Closed |
$6.52K - $7.02K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-68Closed |
$6.82K - $7.34K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-72- 1.25% |
$7.22K - $7.77K
|
5.71K
$642K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-75- 3.74% |
$7.52K - $8.1K
|
1.93K
$217K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-75- 12.06% |
$7.52K - $8.1K
|
547
$61.6K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-86- 0.83% |
$8.63K - $9.28K
|
10.3K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-90Closed |
$9.03K - $9.72K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-94- 49.21% |
$9.43K - $10.1K
|
97
$10.9K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-95- 5.17% |
$9.53K - $10.3K
|
1.74K
$196K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-97- 3.66% |
$9.73K - $10.5K
|
2.55K
$288K
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 3.99% |
$10K - $10.8K
|
2.41K
$271K
|
|
|
Apr 25, 2022
Q1 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-100- 2.35% |
$10K - $10.8K
|
4.16K
$468K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-103- 18.36% |
$10.3K - $11.1K
|
458
$51.6K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-106- 1.69% |
$10.6K - $11.4K
|
6.15K
$693K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-107- 1.02% |
$10.7K - $11.6K
|
10.4K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-109- 4.87% |
$10.9K - $11.8K
|
2.13K
$240K
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-115- 1.63% |
$11.5K - $12.4K
|
6.92K
$779K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-119- 3.22% |
$11.9K - $12.8K
|
3.58K
$403K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-121- 1.02% |
$12.1K - $13.1K
|
11.8K
$1.33M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-125- 1.04% |
$12.5K - $13.5K
|
11.9K
$1.33M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-135- 5.14% |
$13.5K - $14.6K
|
2.49K
$280K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-143- 2.33% |
$14.3K - $15.4K
|
5.99K
$675K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-147- 2.41% |
$14.7K - $15.9K
|
5.96K
$671K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-152Closed |
$15.2K - $16.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-160- 4.07% |
$16.1K - $17.3K
|
3.77K
$424K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-168- 4.16% |
$16.9K - $18.1K
|
3.87K
$436K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-175- 3.77% |
$17.6K - $18.9K
|
4.47K
$503K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-189- 5.19% |
$19K - $20.4K
|
3.46K
$389K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-189- 31.5% |
$19K - $20.4K
|
411
$46.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-192- 1.86% |
$19.3K - $20.7K
|
10.1K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-192- 2.09% |
$19.3K - $20.7K
|
8.98K
$1.01M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-196- 1.54% |
$19.7K - $21.2K
|
12.5K
$1.41M
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-197- 1.31% |
$19.8K - $21.3K
|
14.9K
$1.67M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-200- 85.47% |
$20.1K - $21.6K
|
34
$3.83K
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-220- 5.95% |
$22.1K - $23.8K
|
3.48K
$392K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-220- 2.18% |
$22.1K - $23.8K
|
9.88K
$1.11M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-224- 7.03% |
$22.5K - $24.2K
|
2.96K
$334K
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-271- 6.8% |
$27.2K - $29.3K
|
3.72K
$418K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-273- 0.25% |
$27.4K - $29.5K
|
110K
$12.4M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-274- 2.71% |
$27.5K - $29.6K
|
9.82K
$1.11M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-276- 3.68% |
$27.7K - $29.8K
|
7.22K
$812K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-283- 6.37% |
$28.4K - $30.6K
|
4.16K
$469K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-285Closed |
$28.6K - $30.8K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-291- 8.68% |
$29.2K - $31.4K
|
3.06K
$345K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-300- 1.66% |
$30.1K - $32.4K
|
17.7K
$2M
|