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 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-300- 16.9% |
$30.1K - $32.4K
|
1.48K
$166K
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-300- 0.99% |
$30.1K - $32.4K
|
30.1K
$3.38M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-301- 6.79% |
$30.2K - $32.5K
|
4.13K
$465K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-308- 91.67% |
$30.9K - $33.3K
|
28
$3.15K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-310- 12.37% |
$31.1K - $33.5K
|
2.2K
$247K
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-310- 1.38% |
$31.1K - $33.5K
|
22.2K
$2.5M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-328- 39.61% |
$32.9K - $35.4K
|
500
$56.3K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-328- 91.36% |
$32.9K - $35.4K
|
31
$3.49K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-329- 5.12% |
$33K - $35.5K
|
6.1K
$687K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-332- 1.92% |
$33.3K - $35.8K
|
17K
$1.91M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-350- 11.46% |
$35.1K - $37.8K
|
2.71K
$305K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-350- 3.37% |
$35.1K - $37.8K
|
10K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-365- 16.31% |
$36.6K - $39.4K
|
1.87K
$211K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-368- 7.99% |
$36.9K - $39.7K
|
4.24K
$477K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-368- 19.14% |
$36.9K - $39.7K
|
1.56K
$175K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-390Closed |
$39.1K - $42.1K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-396- 1.02% |
$39.7K - $42.8K
|
38.4K
$4.32M
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-399- 3.08% |
$40K - $43.1K
|
12.6K
$1.41M
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-401- 5.65% |
$40.2K - $43.3K
|
6.69K
$753K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-402- 5.78% |
$40.3K - $43.4K
|
6.55K
$737K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-404- 3.6% |
$40.5K - $43.6K
|
10.8K
$1.22M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-425- 2.89% |
$42.6K - $45.9K
|
14.3K
$1.61M
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
SELL
|
- |
-446- 1.48% |
$44.7K - $48.2K
|
29.7K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-453- 2.81% |
$45.4K - $48.9K
|
15.7K
$1.76M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-455Closed |
$45.6K - $49.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-460- 1.82% |
$46.1K - $49.7K
|
24.8K
$2.79M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-466Closed |
$46.7K - $50.3K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-491- 6.93% |
$49.3K - $53K
|
6.6K
$743K
|
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-498- 3.05% |
$50K - $53.8K
|
15.8K
$1.78M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-503- 1.1% |
$50.5K - $54.3K
|
45.2K
$5.09M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-512- 3.35% |
$51.4K - $55.3K
|
14.8K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-522- 0.87% |
$52.4K - $56.4K
|
59.3K
$6.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-533- 9.73% |
$53.5K - $57.5K
|
4.94K
$556K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-536Closed |
$53.8K - $57.9K
|
0
$0
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-550- 7.85% |
$55.2K - $59.4K
|
6.46K
$727K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-555- 8.34% |
$55.7K - $59.9K
|
6.1K
$687K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-580- 1.46% |
$58.2K - $62.6K
|
39.2K
$4.41M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-590- 9.55% |
$59.2K - $63.7K
|
5.59K
$629K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-604- 0.2% |
$60.6K - $65.2K
|
301K
$33.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-610- 6.62% |
$61.2K - $65.9K
|
8.61K
$969K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-672- 24.41% |
$67.4K - $72.5K
|
2.08K
$234K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-685- 25.21% |
$68.7K - $74K
|
2.03K
$229K
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-748- 23.51% |
$75K - $80.8K
|
2.43K
$274K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-818- 22.5% |
$82.1K - $88.3K
|
2.82K
$317K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-830- 2.57% |
$83.3K - $89.6K
|
31.5K
$3.54M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-842Closed |
$84.5K - $90.9K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-844- 7.95% |
$84.7K - $91.1K
|
9.77K
$1.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-869- 94.25% |
$87.2K - $93.8K
|
53
$5.97K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-926- 17.62% |
$92.9K - $100K
|
4.33K
$487K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.04K- 19.31% |
$105K - $112K
|
4.35K
$490K
|