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
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.73KNew |
$362K - $409K
|
3.73K
$419K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.7KNew |
$360K - $407K
|
3.7K
$417K
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.7K+ 3.63% |
$359K - $407K
|
106K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.65KNew |
$355K - $402K
|
3.65K
$411K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.65K+ 176.93% |
$355K - $401K
|
5.71K
$643K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.59KNew |
$348K - $394K
|
3.59K
$404K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.44K+ 55.88% |
$334K - $378K
|
9.59K
$1.08M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.42K+ 8.07% |
$332K - $376K
|
45.7K
$5.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
3.35K+ 127.95% |
$325K - $368K
|
5.97K
$672K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.31KNew |
$321K - $364K
|
3.31K
$372K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.26K+ 7.29% |
$317K - $359K
|
48K
$5.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.25K+ 51.88% |
$315K - $357K
|
9.5K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.21K+ 2.39% |
$311K - $353K
|
137K
$15.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.2KNew |
$311K - $351K
|
3.2K
$360K
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.18K+ 11.29% |
$309K - $349K
|
31.3K
$3.53M
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.17KNew |
$308K - $348K
|
3.17K
$356K
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.15KNew |
$305K - $346K
|
3.15K
$354K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.13KNew |
$304K - $344K
|
3.13K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.1K+ 27.55% |
$301K - $341K
|
14.4K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.09K+ 144.9% |
$300K - $339K
|
5.21K
$587K
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.04KNew |
$295K - $334K
|
3.04K
$342K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.99K+ 143.83% |
$291K - $329K
|
5.07K
$571K
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.95KNew |
$287K - $324K
|
2.95K
$332K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.89K+ 9.99% |
$280K - $317K
|
31.8K
$3.58M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.85K+ 5.85% |
$277K - $313K
|
51.5K
$5.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.83KNew |
$274K - $311K
|
2.83K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 9.22% |
$273K - $309K
|
33.3K
$3.75M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.8KNew |
$272K - $308K
|
2.8K
$315K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.8K+ 10.4% |
$272K - $308K
|
29.7K
$3.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.79K+ 75.03% |
$271K - $307K
|
6.51K
$732K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.78K+ 80.55% |
$270K - $306K
|
6.24K
$702K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.77KNew |
$269K - $305K
|
2.77K
$312K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.71K+ 2504.63% |
$263K - $297K
|
2.81K
$317K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.7KNew |
$262K - $297K
|
2.7K
$304K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 52.86% |
$257K - $291K
|
7.67K
$863K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.63KNew |
$255K - $289K
|
2.63K
$295K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.6KNew |
$253K - $286K
|
2.6K
$293K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.6KNew |
$252K - $285K
|
2.6K
$292K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.56KNew |
$249K - $281K
|
2.56K
$288K
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.54KNew |
$246K - $279K
|
2.54K
$285K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
2.51K+ 13.03% |
$244K - $276K
|
21.8K
$2.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.51KNew |
$244K - $276K
|
2.51K
$283K
|
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.47K+ 83.92% |
$240K - $272K
|
5.42K
$610K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.44KNew |
$237K - $269K
|
2.44K
$275K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.44KNew |
$237K - $268K
|
2.44K
$275K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.41KNew |
$234K - $264K
|
2.41K
$271K
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.4K+ 6.6% |
$233K - $264K
|
38.8K
$4.37M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.38K+ 17.53% |
$231K - $262K
|
16K
$1.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.38K+ 17.53% |
$231K - $262K
|
16K
$1.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.38KNew |
$231K - $261K
|
2.38K
$267K
|