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 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.9K+ 11.67% |
$650K - $678K
|
66K
$7.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.78K+ 273.89% |
$639K - $666K
|
9.25K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.64KNew |
$626K - $653K
|
6.64K
$753K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.57K+ 21.74% |
$619K - $646K
|
36.8K
$4.18M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5.86KNew |
$553K - $577K
|
5.86K
$665K
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.63K+ 4.08% |
$531K - $554K
|
144K
$16.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.48KNew |
$516K - $538K
|
5.48K
$621K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.79K+ 49.26% |
$452K - $471K
|
14.5K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.5K+ 56.92% |
$424K - $442K
|
12.4K
$1.41M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
4.47K+ 117.46% |
$421K - $439K
|
8.27K
$939K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.08K+ 0.58% |
$385K - $401K
|
712K
$80.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.95K+ 23.74% |
$373K - $389K
|
20.6K
$2.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.93K+ 2.3% |
$371K - $387K
|
175K
$19.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.93K+ 2.82% |
$370K - $386K
|
143K
$16.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.92KNew |
$369K - $386K
|
3.92K
$445K
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
3.9K+ 38.53% |
$367K - $383K
|
14K
$1.59M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
3.61KNew |
$340K - $355K
|
3.61K
$409K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.59K+ 92.88% |
$338K - $353K
|
7.46K
$846K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$314K - $328K
|
3.33K
$378K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.29K+ 8.98% |
$310K - $323K
|
39.9K
$4.53M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.14KNew |
$296K - $309K
|
3.14K
$357K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.13KNew |
$295K - $308K
|
3.13K
$355K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.06K+ 8.81% |
$288K - $301K
|
37.8K
$4.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
3.05KNew |
$287K - $300K
|
3.05K
$346K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.01KNew |
$284K - $296K
|
3.01K
$342K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.97K+ 1.68% |
$280K - $292K
|
180K
$20.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.91K+ 14.28% |
$274K - $286K
|
23.3K
$2.65M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.87KNew |
$270K - $282K
|
2.87K
$326K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
2.85KNew |
$269K - $280K
|
2.85K
$323K
|
|
|
Oct 15, 2021
Q3 2021
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.73K+ 2.84% |
$258K - $269K
|
99K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.62K+ 24.27% |
$247K - $257K
|
13.4K
$1.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.61K+ 18.2% |
$246K - $257K
|
17K
$1.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
2.59K+ 5.72% |
$244K - $255K
|
47.9K
$5.43M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.51K+ 4.38% |
$237K - $247K
|
59.9K
$6.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.46KNew |
$232K - $242K
|
2.46K
$279K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.43KNew |
$229K - $239K
|
2.43K
$276K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.33K+ 17.83% |
$219K - $229K
|
15.4K
$1.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.32KNew |
$219K - $228K
|
2.32K
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.27KNew |
$214K - $224K
|
2.27K
$258K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.14K+ 36.23% |
$202K - $211K
|
8.06K
$914K
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
2.14K+ 7.25% |
$202K - $211K
|
31.7K
$3.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.11K+ 40.29% |
$199K - $207K
|
7.34K
$833K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.04K+ 9.96% |
$192K - $201K
|
22.5K
$2.56M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 21.98% |
$185K - $193K
|
10.9K
$1.24M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 2.46% |
$184K - $192K
|
81.3K
$9.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.93K+ 5.7% |
$182K - $190K
|
35.8K
$4.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.91K+ 1.72% |
$180K - $188K
|
113K
$12.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.89K+ 3625.0% |
$178K - $185K
|
1.94K
$220K
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1.87K+ 2.42% |
$176K - $184K
|
79.2K
$8.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.83KNew |
$173K - $180K
|
1.83K
$208K
|