Purchases and Sales Made in Q2 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6M+ 2134.42% |
$1.13B - $1.28B
|
12.2M
$1.37B
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.53M+ 9070.21% |
$537M - $607M
|
5.59M
$629M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.11M+ 3651.8% |
$302M - $341M
|
3.19M
$359M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.35M+ 782.18% |
$228M - $258M
|
2.65M
$298M
|
|
Aug 04, 2022
Q2 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.16MNew |
$210M - $238M
|
2.16M
$243M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.73M+ 287.99% |
$168M - $190M
|
2.33M
$262M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.53M+ 110.9% |
$149M - $169M
|
2.92M
$329M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.45M+ 55.11% |
$141M - $160M
|
4.09M
$461M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.45M+ 55.11% |
$141M - $160M
|
4.09M
$461M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.3MNew |
$126M - $143M
|
1.3M
$146M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.21M+ 219.84% |
$117M - $133M
|
1.76M
$198M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1.18M+ 5835.44% |
$115M - $130M
|
1.2M
$135M
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
853KNew |
$82.8M - $93.7M
|
853K
$96M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
769K+ 7348.17% |
$74.6M - $84.5M
|
779K
$87.7M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
723K+ 20.05% |
$70.2M - $79.4M
|
4.33M
$487M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
690K+ 44.1% |
$67.1M - $75.9M
|
2.26M
$254M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
585K+ 267.64% |
$56.9M - $64.3M
|
804K
$90.5M
|
|
Aug 10, 2022
Q2 2022
|
Swiss Re LTD
Zurich, V8 |
BUY
|
- |
565KNew |
$54.9M - $62.1M
|
565K
$63.6M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
563K+ 1767.0% |
$54.7M - $61.9M
|
595K
$66.9M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
520K+ 57.47% |
$50.5M - $57.1M
|
1.42M
$160M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
492K+ 106.92% |
$47.8M - $54.1M
|
953K
$107M
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
456K+ 95.92% |
$44.3M - $50.1M
|
931K
$105M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
405K+ 6247.63% |
$39.4M - $44.5M
|
412K
$46.3M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
399K+ 680.56% |
$38.8M - $43.9M
|
458K
$51.6M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
397K+ 5071.75% |
$38.6M - $43.6M
|
405K
$45.6M
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
375K+ 70.14% |
$36.4M - $41.2M
|
909K
$102M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
294K+ 270.37% |
$28.5M - $32.3M
|
403K
$45.3M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
252K+ 52.26% |
$24.5M - $27.7M
|
734K
$82.6M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
247K+ 2054.56% |
$24M - $27.2M
|
259K
$29.2M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
218K+ 1016.91% |
$21.2M - $24M
|
240K
$27M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
195K+ 37.12% |
$19M - $21.5M
|
721K
$81.1M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
183K+ 1915.48% |
$17.7M - $20.1M
|
192K
$21.6M
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
BUY
|
- |
183KNew |
$17.7M - $20.1M
|
183K
$20.5M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
174K+ 5095.32% |
$16.9M - $19.1M
|
177K
$20M
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
163KNew |
$15.8M - $17.9M
|
163K
$18.3M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
144K+ 21.87% |
$13.9M - $15.8M
|
800K
$90.1M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
141KNew |
$13.7M - $15.5M
|
141K
$15.9M
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
133K+ 10398.2% |
$12.9M - $14.6M
|
134K
$15.1M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
120K+ 900.51% |
$11.7M - $13.2M
|
134K
$15.1M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
116K+ 1347.54% |
$11.3M - $12.8M
|
125K
$14.1M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
116K+ 77.12% |
$11.3M - $12.8M
|
267K
$30M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
116K+ 60.79% |
$11.3M - $12.7M
|
307K
$34.5M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
114K+ 556.93% |
$11.1M - $12.6M
|
135K
$15.2M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
113K+ 66.76% |
$11M - $12.4M
|
282K
$31.7M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
112K+ 165.29% |
$10.9M - $12.3M
|
180K
$20.3M
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
111K+ 84.64% |
$10.8M - $12.2M
|
243K
$27.3M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
111KNew |
$10.8M - $12.2M
|
111K
$12.5M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 125.17% |
$10.7M - $12.1M
|
198K
$22.3M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
109KNew |
$10.5M - $11.9M
|
109K
$12.2M
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
105KNew |
$10.2M - $11.6M
|
105K
$11.8M
|