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 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
283+ 1.79% |
$27.5K - $31.1K
|
16.1K
$1.81M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
279+ 1.49% |
$27.1K - $30.7K
|
18.9K
$2.13M
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
BUY
|
- |
262+ 3.1% |
$25.4K - $28.8K
|
8.71K
$980K
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
257+ 0.23% |
$25K - $28.2K
|
111K
$12.5M
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
246+ 0.83% |
$23.9K - $27K
|
29.9K
$3.37M
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
234+ 2.38% |
$22.7K - $25.7K
|
10.1K
$1.13M
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
232+ 1.58% |
$22.5K - $25.5K
|
14.9K
$1.68M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
218+ 3.93% |
$21.2K - $24K
|
5.77K
$649K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
210+ 7.45% |
$20.4K - $23.1K
|
3.03K
$341K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
207+ 6.95% |
$20.1K - $22.8K
|
3.19K
$359K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
206New |
$20K - $22.6K
|
206
$23.2K
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
187+ 2.46% |
$18.2K - $20.6K
|
7.77K
$875K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
170+ 3.83% |
$16.5K - $18.7K
|
4.61K
$519K
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
165+ 0.18% |
$16K - $18.1K
|
92.9K
$10.5M
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
157+ 3.51% |
$15.2K - $17.3K
|
4.63K
$521K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
157+ 1.33% |
$15.2K - $17.3K
|
11.9K
$1.34M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
154+ 905.88% |
$15K - $16.9K
|
171
$19.2K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
149+ 48.53% |
$14.5K - $16.4K
|
456
$51.3K
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
147+ 4.22% |
$14.3K - $16.2K
|
3.63K
$408K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
146+ 0.58% |
$14.2K - $16K
|
25.3K
$2.85M
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
145+ 2.1% |
$14.1K - $15.9K
|
7.04K
$792K
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
140+ 1.91% |
$13.6K - $15.4K
|
7.46K
$839K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
135+ 1.06% |
$13.1K - $14.8K
|
12.9K
$1.45M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
124New |
$12K - $13.6K
|
124
$14K
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
124+ 0.56% |
$12K - $13.6K
|
22.3K
$2.51M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
123+ 1.9% |
$11.9K - $13.5K
|
6.58K
$741K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
123+ 0.44% |
$11.9K - $13.5K
|
28.4K
$3.19M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
123+ 1.9% |
$11.9K - $13.5K
|
6.58K
$741K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
120+ 13.14% |
$11.7K - $13.2K
|
1.03K
$116K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
111+ 0.08% |
$10.8K - $12.2K
|
138K
$15.6M
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
105+ 2.08% |
$10.2K - $11.5K
|
5.15K
$579K
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
100+ 1.16% |
$9.71K - $11K
|
8.71K
$980K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
100New |
$9.71K - $11K
|
100
$11.3K
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
90+ 1.62% |
$8.74K - $9.89K
|
5.66K
$637K
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
86+ 18.78% |
$8.35K - $9.45K
|
544
$61.2K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
83New |
$8.06K - $9.12K
|
83
$9.34K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
80+ 4.15% |
$7.77K - $8.79K
|
2.01K
$226K
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
75+ 2.46% |
$7.28K - $8.24K
|
3.13K
$352K
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
75+ 0.24% |
$7.28K - $8.24K
|
31.6K
$3.55M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
75+ 75.0% |
$7.28K - $8.24K
|
175
$19.7K
|
|
Jul 21, 2022
Q2 2022
|
Atwater Malick LLC
|
BUY
|
- |
72+ 2.38% |
$6.99K - $7.91K
|
3.1K
$349K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
68+ 20.8% |
$6.6K - $7.47K
|
395
$44.5K
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
BUY
|
- |
63+ 1.27% |
$6.12K - $6.92K
|
5.03K
$567K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
63+ 0.7% |
$6.12K - $6.92K
|
9.06K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
62+ 0.73% |
$6.02K - $6.82K
|
8.55K
$963K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
61New |
$5.92K - $6.71K
|
61
$6.87K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
59+ 11.8% |
$5.73K - $6.49K
|
559
$62.9K
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
59+ 0.56% |
$5.73K - $6.49K
|
10.6K
$1.19M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59New |
$5.73K - $6.49K
|
59
$6.64K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
59+ 73.75% |
$5.73K - $6.49K
|
139
$15.6K
|