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 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
105K+ 112.12% |
$10.2M - $11.5M
|
198K
$22.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
105K+ 607.46% |
$10.2M - $11.5M
|
122K
$13.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
104K+ 12.1% |
$10.1M - $11.4M
|
964K
$108M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
102KNew |
$9.9M - $11.2M
|
102K
$11.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
98.8K+ 92.48% |
$9.6M - $10.9M
|
206K
$23.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
98.3KNew |
$9.55M - $10.8M
|
98.3K
$11.1M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
89.9K+ 77.63% |
$8.73M - $9.88M
|
206K
$23.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
85.4KNew |
$8.3M - $9.39M
|
85.4K
$9.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81.7K+ 113.68% |
$7.93M - $8.98M
|
153K
$17.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
74.7KNew |
$7.26M - $8.21M
|
74.7K
$8.41M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.3K+ 25.37% |
$7.12M - $8.06M
|
362K
$40.8M
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
66.9KNew |
$6.5M - $7.35M
|
66.9K
$7.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
66.6K+ 935.91% |
$6.47M - $7.33M
|
73.8K
$8.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
66.6KNew |
$6.47M - $7.32M
|
66.6K
$7.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
64.8K+ 292.9% |
$6.29M - $7.12M
|
86.9K
$9.78M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
63.3KNew |
$6.15M - $6.96M
|
63.3K
$7.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
62KNew |
$6.02M - $6.81M
|
62K
$6.98M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
61KNew |
$5.92M - $6.7M
|
61K
$6.86M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
59.6KNew |
$5.79M - $6.55M
|
59.6K
$6.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56.4KNew |
$5.48M - $6.2M
|
56.4K
$6.35M
|
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
56.3KNew |
$5.47M - $6.19M
|
56.3K
$6.34M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
56KNew |
$5.44M - $6.15M
|
56K
$6.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
55.7K+ 186.89% |
$5.41M - $6.12M
|
85.4K
$9.62M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
55.6KNew |
$5.4M - $6.11M
|
55.6K
$6.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.2K+ 22.62% |
$5.16M - $5.84M
|
288K
$32.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
51.6KNew |
$5.01M - $5.68M
|
51.6K
$5.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50.9K+ 92.41% |
$4.94M - $5.59M
|
106K
$11.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
50.7K+ 396.8% |
$4.92M - $5.57M
|
63.4K
$7.14M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
50.1KNew |
$4.87M - $5.51M
|
50.1K
$5.64M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
49.6K+ 28.72% |
$4.82M - $5.46M
|
223K
$25.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
49.6KNew |
$4.82M - $5.46M
|
49.6K
$5.59M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
49.4KNew |
$4.8M - $5.43M
|
49.4K
$5.56M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
49.1KNew |
$4.77M - $5.4M
|
49.1K
$5.53M
|
|
|
Jul 13, 2022
Q2 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
48.6KNew |
$4.72M - $5.34M
|
48.6K
$5.47M
|
|
|
Jul 19, 2022
Q2 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
47.6KNew |
$4.62M - $5.23M
|
47.6K
$5.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
47.4KNew |
$4.61M - $5.22M
|
47.4K
$5.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
46.9K+ 113.12% |
$4.55M - $5.15M
|
88.3K
$9.94M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46.8K+ 231.5% |
$4.54M - $5.14M
|
67K
$7.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.6K+ 6.04% |
$4.52M - $5.12M
|
817K
$92M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3KNew |
$4.5M - $5.09M
|
46.3K
$5.22M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
45.5KNew |
$4.42M - $5.01M
|
45.5K
$5.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
45KNew |
$4.37M - $4.95M
|
45K
$5.07M
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
43.7KNew |
$4.24M - $4.8M
|
43.7K
$4.91M
|
|
|
Jul 26, 2022
Q2 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
42.7KNew |
$4.15M - $4.7M
|
42.7K
$4.81M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
42.3K+ 27.42% |
$4.11M - $4.65M
|
197K
$22.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
41.9K+ 254.05% |
$4.07M - $4.61M
|
58.5K
$6.58M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40K+ 14.88% |
$3.88M - $4.4M
|
309K
$34.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
39.8K+ 876.5% |
$3.87M - $4.38M
|
44.4K
$5M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
39.7K+ 2587.35% |
$3.86M - $4.36M
|
41.2K
$4.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
38.1KNew |
$3.7M - $4.19M
|
38.1K
$4.29M
|