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 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.6KNew |
$738K - $836K
|
7.6K
$856K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
7.55K+ 265.3% |
$734K - $830K
|
10.4K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
7K+ 18.32% |
$680K - $769K
|
45.2K
$5.09M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
6.9KNew |
$670K - $759K
|
6.9K
$777K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.79K+ 257.73% |
$659K - $746K
|
9.42K
$1.06M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.79K+ 257.83% |
$659K - $746K
|
9.42K
$1.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
6.43K+ 292.98% |
$625K - $707K
|
8.63K
$971K
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.28KNew |
$610K - $690K
|
6.28K
$707K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.26KNew |
$608K - $688K
|
6.26K
$704K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.25K+ 17.43% |
$607K - $686K
|
42.1K
$4.74M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.17K+ 11.81% |
$599K - $678K
|
58.4K
$6.57M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
6.13KNew |
$596K - $674K
|
6.13K
$690K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
5.87KNew |
$570K - $645K
|
5.87K
$661K
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
5.86K+ 5.06% |
$569K - $644K
|
122K
$13.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.8K+ 6.26% |
$563K - $637K
|
98.3K
$11.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.75K+ 38.36% |
$558K - $632K
|
20.7K
$2.33M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.53K+ 40.34% |
$538K - $608K
|
19.3K
$2.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.29K+ 33.45% |
$514K - $582K
|
21.1K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.22KNew |
$507K - $574K
|
5.22K
$588K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.09KNew |
$495K - $560K
|
5.09K
$573K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
5.08KNew |
$493K - $558K
|
5.08K
$572K
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
5.05K+ 121.97% |
$490K - $555K
|
9.19K
$1.03M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.01K+ 219.35% |
$487K - $551K
|
7.29K
$821K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.98K+ 8.09% |
$484K - $548K
|
66.6K
$7.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$481K - $545K
|
4.96K
$558K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
4.6KNew |
$447K - $506K
|
4.6K
$518K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.58K+ 69.43% |
$445K - $504K
|
11.2K
$1.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4.51K+ 33.92% |
$438K - $495K
|
17.8K
$2M
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49K+ 136.66% |
$436K - $494K
|
7.78K
$876K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.43K+ 232.7% |
$431K - $487K
|
6.34K
$713K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.41K+ 1536.24% |
$428K - $485K
|
4.7K
$529K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$427K - $484K
|
4.4K
$495K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
4.38K+ 24.61% |
$425K - $481K
|
22.2K
$2.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.38KNew |
$425K - $481K
|
4.38K
$493K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.25K+ 15.23% |
$413K - $467K
|
32.2K
$3.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.23K+ 10.03% |
$411K - $465K
|
46.4K
$5.23M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.21KNew |
$409K - $463K
|
4.21K
$474K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
4.16KNew |
$404K - $457K
|
4.16K
$468K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
4.14KNew |
$402K - $455K
|
4.14K
$466K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
4.13K+ 4255.67% |
$401K - $454K
|
4.23K
$476K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
4.12KNew |
$400K - $453K
|
4.12K
$464K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.08KNew |
$396K - $448K
|
4.08K
$459K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.08K+ 26.04% |
$396K - $448K
|
19.7K
$2.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.07KNew |
$396K - $448K
|
4.07K
$458K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.95KNew |
$383K - $434K
|
3.95K
$444K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
3.9KNew |
$378K - $428K
|
3.9K
$438K
|
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.83KNew |
$372K - $421K
|
3.83K
$431K
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.8KNew |
$369K - $417K
|
3.8K
$427K
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.75KNew |
$364K - $412K
|
3.75K
$422K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.74K+ 2994.4% |
$364K - $411K
|
3.87K
$435K
|