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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
56+ 1.19% |
$5.44K - $6.16K
|
4.78K
$538K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
50New |
$4.86K - $5.5K
|
50
$5.63K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50+ 0.42% |
$4.86K - $5.5K
|
11.9K
$1.34M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
50New |
$4.86K - $5.5K
|
50
$5.63K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$4.86K - $5.5K
|
50
$5.63K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
36+ 12.33% |
$3.5K - $3.96K
|
328
$36.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
34+ 0.04% |
$3.3K - $3.74K
|
77.5K
$8.72M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
29+ 1.25% |
$2.82K - $3.19K
|
2.35K
$265K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
28+ 1.35% |
$2.72K - $3.08K
|
2.11K
$237K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
28+ 30.11% |
$2.72K - $3.08K
|
121
$13.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
26+ 0.72% |
$2.53K - $2.86K
|
3.64K
$409K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
26+ 0.81% |
$2.53K - $2.86K
|
3.25K
$366K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 4.6% |
$2.43K - $2.75K
|
569
$64.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$2.33K - $2.64K
|
24
$2.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21+ 0.3% |
$2.04K - $2.31K
|
6.94K
$782K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
18New |
$1.75K - $1.98K
|
18
$2.03K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
17New |
$1.65K - $1.87K
|
17
$1.91K
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.58% |
$1.36K - $1.54K
|
2.41K
$271K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$1.26K - $1.43K
|
13
$1.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12+ 0.2% |
$1.17K - $1.32K
|
5.87K
$660K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
11+ 0.3% |
$1.07K - $1.21K
|
3.66K
$411K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.42% |
$971 - $1.1K
|
2.42K
$272K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.34% |
$971 - $1.1K
|
2.92K
$328K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.42% |
$874 - $989
|
2.14K
$241K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
9+ 0.02% |
$874 - $989
|
38.4K
$4.32M
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
8+ 0.25% |
$777 - $879
|
3.22K
$362K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8+ 0.28% |
$777 - $879
|
2.9K
$326K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8+ 0.34% |
$777 - $879
|
2.39K
$269K
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.11% |
$680 - $769
|
6.24K
$703K
|
|
|
Aug 02, 2022
Q2 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$583 - $660
|
2.1K
$236K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5New |
$486 - $550
|
5
$563
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3+ 0.05% |
$291 - $330
|
6.43K
$723K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.56% |
$291 - $330
|
537
$60.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.28% |
$291 - $330
|
1.07K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.02% |
$291 - $330
|
12.5K
$1.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.13% |
$291 - $330
|
2.23K
$251K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$291 - $330
|
2.54K
$286K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.59% |
$194 - $220
|
342
$38.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2+ 0.06% |
$194 - $220
|
3.36K
$378K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$97.1 - $110
|
179
$20.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.05% |
$97.1 - $110
|
2.03K
$228K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Hixon Zuercher, LLC
|
SELL
|
- |
-3- 0.11% |
$291 - $330
|
2.81K
$316K
|
|
|
Aug 08, 2022
Q2 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4- 0.14% |
$389 - $440
|
2.87K
$323K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-6- 0.03% |
$583 - $660
|
19.2K
$2.16M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$680 - $769
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-13- 2.2% |
$1.26K - $1.43K
|
578
$65.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-15- 0.28% |
$1.46K - $1.65K
|
5.27K
$593K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16- 0.1% |
$1.55K - $1.76K
|
15.8K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-20Closed |
$1.94K - $2.2K
|
0
$0
|