Purchases and Sales Made in Q3 2021 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.36MNew |
$223M - $233M
|
2.36M
$268M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
663KNew |
$62.5M - $65.2M
|
663K
$75.2M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
275K+ 34.08% |
$25.9M - $27M
|
1.08M
$123M
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
BUY
|
- |
194KNew |
$18.3M - $19.1M
|
194K
$22M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
171K+ 19946.62% |
$16.1M - $16.8M
|
172K
$19.5M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
150K+ 42.13% |
$14.2M - $14.8M
|
507K
$57.6M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
125KNew |
$11.7M - $12.2M
|
125K
$14.1M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
106K+ 159.24% |
$9.97M - $10.4M
|
172K
$19.5M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
78K+ 1702.66% |
$7.36M - $7.67M
|
82.6K
$9.38M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
68.3K+ 1.18% |
$6.43M - $6.71M
|
5.87M
$666M
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
56.4K+ 788.97% |
$5.31M - $5.54M
|
63.5K
$7.21M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.7K+ 4.31% |
$5.06M - $5.28M
|
1.3M
$147M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
39.4K+ 1694.41% |
$3.72M - $3.88M
|
41.8K
$4.74M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38.4K+ 59.91% |
$3.62M - $3.77M
|
102K
$11.6M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
37.6K+ 10.19% |
$3.54M - $3.7M
|
407K
$46.1M
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
37.5K+ 66.02% |
$3.53M - $3.69M
|
94.3K
$10.7M
|
|
Oct 08, 2021
Q3 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
37.4KNew |
$3.53M - $3.68M
|
37.4K
$4.25M
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
36.4K+ 98.28% |
$3.43M - $3.58M
|
73.4K
$8.33M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 1135.8% |
$2.82M - $2.94M
|
32.5K
$3.69M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 25.71% |
$2.51M - $2.62M
|
130K
$14.8M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 8.14% |
$2.14M - $2.23M
|
301K
$34.2M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
21.4K+ 21.64% |
$2.01M - $2.1M
|
120K
$13.6M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.8K+ 588.44% |
$1.96M - $2.04M
|
24.3K
$2.76M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
17.4KNew |
$1.64M - $1.72M
|
17.4K
$1.98M
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
17.2K+ 1.59% |
$1.62M - $1.69M
|
1.1M
$124M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
17K+ 1.23% |
$1.61M - $1.68M
|
1.41M
$160M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.1K+ 4.35% |
$1.51M - $1.58M
|
385K
$43.7M
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
15.8KNew |
$1.49M - $1.55M
|
15.8K
$1.79M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 18.64% |
$1.47M - $1.53M
|
99.2K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
15.3K+ 131.23% |
$1.44M - $1.5M
|
26.9K
$3.06M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.9K+ 49.34% |
$1.4M - $1.46M
|
45K
$5.11M
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
14.7K+ 9.51% |
$1.38M - $1.44M
|
169K
$19.2M
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
14.2K+ 7.86% |
$1.34M - $1.4M
|
195K
$22.2M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.1K+ 147.83% |
$1.33M - $1.39M
|
23.7K
$2.68M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.5K+ 2.66% |
$1.18M - $1.23M
|
482K
$54.7M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.1K+ 527.21% |
$1.14M - $1.19M
|
14.5K
$1.64M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.1K+ 30.02% |
$1.14M - $1.19M
|
52.5K
$5.96M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.8K+ 37.41% |
$1.11M - $1.16M
|
43.4K
$4.92M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.9K+ 933.39% |
$1.03M - $1.07M
|
12.1K
$1.37M
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10.1K+ 30.1% |
$955K - $997K
|
43.8K
$4.97M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.1K+ 5.5% |
$953K - $994K
|
194K
$22M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
10KNew |
$943K - $984K
|
10K
$1.14M
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.24KNew |
$871K - $909K
|
9.24K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.15KNew |
$863K - $900K
|
9.15K
$1.04M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
8.08KNew |
$762K - $795K
|
8.08K
$917K
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
8.05KNew |
$758K - $791K
|
8.05K
$913K
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
7.96K+ 3.07% |
$750K - $783K
|
267K
$30.3M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
7.77KNew |
$733K - $765K
|
7.77K
$882K
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
7.61K+ 91.63% |
$717K - $748K
|
15.9K
$1.81M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.24K+ 1.56% |
$682K - $712K
|
471K
$53.4M
|