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 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
930+ 2.2% |
$90.3K - $102K
|
43.2K
$4.86M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
915+ 25.56% |
$88.9K - $101K
|
4.5K
$506K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
907+ 7.96% |
$88.1K - $99.7K
|
12.3K
$1.39M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
876+ 7.99% |
$85.1K - $96.3K
|
11.8K
$1.33M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
872+ 20.62% |
$84.7K - $95.9K
|
5.1K
$574K
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
825+ 0.08% |
$80.1K - $90.7K
|
1.02M
$115M
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
804+ 34.42% |
$78.1K - $88.4K
|
3.14K
$353K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
799+ 16.53% |
$77.6K - $87.8K
|
5.63K
$634K
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
775+ 55.36% |
$75.3K - $85.2K
|
2.18K
$245K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
747+ 2.17% |
$72.6K - $82.1K
|
35.2K
$3.96M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
724+ 20.25% |
$70.3K - $79.6K
|
4.3K
$484K
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
721+ 15.3% |
$70K - $79.3K
|
5.43K
$612K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
651+ 1.44% |
$63.2K - $71.6K
|
45.8K
$5.16M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
638+ 135.74% |
$62K - $70.1K
|
1.11K
$125K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
631+ 46.19% |
$61.3K - $69.4K
|
2K
$225K
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
612+ 6.15% |
$59.4K - $67.3K
|
10.6K
$1.19M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
600+ 1.57% |
$58.3K - $66K
|
38.7K
$4.36M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
580+ 4.26% |
$56.3K - $63.8K
|
14.2K
$1.6M
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
575New |
$55.8K - $63.2K
|
575
$64.7K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
566+ 14.08% |
$55K - $62.2K
|
4.59K
$516K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
555+ 9.1% |
$53.9K - $61K
|
6.66K
$749K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
555+ 9.1% |
$53.9K - $61K
|
6.66K
$749K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
555New |
$53.9K - $61K
|
555
$62.5K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
544+ 680.0% |
$52.8K - $59.8K
|
624
$70.2K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
544+ 24.52% |
$52.8K - $59.8K
|
2.76K
$311K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
537+ 3.93% |
$52.2K - $59K
|
14.2K
$1.6M
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
522+ 3.16% |
$50.7K - $57.4K
|
17K
$1.92M
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
510+ 9.37% |
$49.5K - $56.1K
|
5.96K
$670K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
510+ 103.45% |
$49.5K - $56.1K
|
1K
$113K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
505New |
$49.1K - $55.5K
|
505
$56.8K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
486+ 15.04% |
$47.2K - $53.4K
|
3.72K
$419K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
484+ 11.63% |
$47K - $53.2K
|
4.65K
$523K
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
481+ 12.43% |
$46.7K - $52.9K
|
4.35K
$490K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
438New |
$42.5K - $48.1K
|
438
$49.3K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
427+ 2.87% |
$41.5K - $46.9K
|
15.3K
$1.72M
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
407+ 19.12% |
$39.5K - $44.7K
|
2.54K
$285K
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
402+ 18.89% |
$39K - $44.2K
|
2.53K
$285K
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
400+ 18.73% |
$38.9K - $44K
|
2.54K
$285K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
398+ 10.17% |
$38.7K - $43.7K
|
4.31K
$485K
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
398+ 1.61% |
$38.7K - $43.7K
|
25.2K
$2.84M
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
377+ 10.07% |
$36.6K - $41.4K
|
4.12K
$464K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
370New |
$35.9K - $40.7K
|
370
$41.7K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
356+ 0.54% |
$34.6K - $39.1K
|
66.4K
$7.47M
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
337+ 3.69% |
$32.7K - $37K
|
9.46K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
328New |
$31.9K - $36.1K
|
328
$36.9K
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
328+ 0.87% |
$31.9K - $36.1K
|
37.8K
$4.26M
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
325+ 2.61% |
$31.6K - $35.7K
|
12.8K
$1.44M
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
303+ 2.7% |
$29.4K - $33.3K
|
11.5K
$1.3M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
296+ 2.01% |
$28.8K - $32.5K
|
15.1K
$1.7M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
289+ 1.64% |
$28.1K - $31.8K
|
17.9K
$2.02M
|