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 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
14.1K+ 19.13% |
$1.37M - $1.55M
|
87.6K
$9.86M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
13.7K+ 6.6% |
$1.33M - $1.51M
|
221K
$24.9M
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13.6KNew |
$1.32M - $1.49M
|
13.6K
$1.53M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.6K+ 51.26% |
$1.32M - $1.49M
|
40.1K
$4.51M
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
13.5K+ 16.92% |
$1.31M - $1.48M
|
93.3K
$10.5M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.5K+ 423.84% |
$1.31M - $1.48M
|
16.7K
$1.87M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.3K+ 37.13% |
$1.29M - $1.46M
|
49.1K
$5.53M
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 2.69% |
$1.29M - $1.46M
|
506K
$57M
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
13.2K+ 10.55% |
$1.28M - $1.45M
|
139K
$15.6M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.2K+ 139.74% |
$1.28M - $1.45M
|
22.6K
$2.54M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
13.1K+ 159.09% |
$1.27M - $1.44M
|
21.4K
$2.41M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.9KNew |
$1.26M - $1.42M
|
12.9K
$1.45M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
12.8K+ 330.85% |
$1.25M - $1.41M
|
16.7K
$1.88M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.8K+ 16.19% |
$1.24M - $1.4M
|
91.7K
$10.3M
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
12.7KNew |
$1.24M - $1.4M
|
12.7K
$1.43M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.3K+ 7705.0% |
$1.2M - $1.36M
|
12.5K
$1.41M
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
12.3KNew |
$1.19M - $1.35M
|
12.3K
$1.38M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
12.2KNew |
$1.18M - $1.34M
|
12.2K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12K+ 324.65% |
$1.17M - $1.32M
|
15.7K
$1.77M
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$1.16M - $1.32M
|
12K
$1.35M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12KNew |
$1.16M - $1.31M
|
12K
$1.35M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8KNew |
$1.15M - $1.3M
|
11.8K
$1.33M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11K+ 55.58% |
$1.07M - $1.21M
|
30.8K
$3.47M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.8K+ 33.5% |
$1.05M - $1.19M
|
43.1K
$4.85M
|
|
Aug 15, 2022
Q2 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10.8KNew |
$1.05M - $1.18M
|
10.8K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5KNew |
$1.02M - $1.16M
|
10.5K
$1.19M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 367.78% |
$1.01M - $1.15M
|
13.3K
$1.49M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
10.4KNew |
$1.01M - $1.14M
|
10.4K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.4K+ 4.07% |
$1.01M - $1.14M
|
265K
$29.8M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.3K+ 746.84% |
$999K - $1.13M
|
11.7K
$1.31M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.2K+ 32983.87% |
$993K - $1.12M
|
10.3K
$1.15M
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
10.2K+ 12.22% |
$989K - $1.12M
|
93.5K
$10.5M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1K+ 9.2% |
$982K - $1.11M
|
120K
$13.5M
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
10.1KNew |
$981K - $1.11M
|
10.1K
$1.14M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10KNew |
$971K - $1.1M
|
10K
$1.13M
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.92KNew |
$963K - $1.09M
|
9.92K
$1.12M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.58KNew |
$931K - $1.05M
|
9.58K
$1.08M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.46K+ 55.73% |
$918K - $1.04M
|
26.4K
$2.97M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.44K+ 323.76% |
$917K - $1.04M
|
12.4K
$1.39M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.39KNew |
$912K - $1.03M
|
9.39K
$1.06M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
9.28K+ 61.24% |
$901K - $1.02M
|
24.4K
$2.75M
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
9.13KNew |
$887K - $1M
|
9.13K
$1.03M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
9.05K+ 11.84% |
$879K - $995K
|
85.5K
$9.63M
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.95K+ 29.77% |
$870K - $984K
|
39K
$4.39M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.59K+ 381.11% |
$835K - $945K
|
10.8K
$1.22M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.39K+ 309.56% |
$815K - $922K
|
11.1K
$1.25M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
8.02KNew |
$779K - $882K
|
8.02K
$903K
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
7.93K+ 16.62% |
$770K - $872K
|
55.6K
$6.26M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.86K+ 17.5% |
$764K - $864K
|
52.8K
$5.94M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.81KNew |
$759K - $859K
|
7.81K
$880K
|