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 |
---|---|---|---|---|---|---|---|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
1.8K+ 24.27% |
$170K - $177K
|
9.22K
$1.05M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.71K+ 3.72% |
$161K - $168K
|
47.7K
$5.41M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.71K+ 6.23% |
$161K - $168K
|
29.2K
$3.31M
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.66KNew |
$156K - $163K
|
1.66K
$188K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.65K+ 9.95% |
$156K - $162K
|
18.2K
$2.07M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.55KNew |
$146K - $153K
|
1.55K
$176K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.52K+ 39.74% |
$144K - $150K
|
5.36K
$608K
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
1.47K+ 2.09% |
$139K - $145K
|
71.9K
$8.16M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.47K+ 450.92% |
$139K - $145K
|
1.8K
$204K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.38K+ 12.37% |
$130K - $136K
|
12.6K
$1.43M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.37K+ 11.96% |
$129K - $135K
|
12.9K
$1.46M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.32K+ 18.08% |
$124K - $130K
|
8.62K
$979K
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.3K+ 1.6% |
$122K - $127K
|
82.2K
$9.33M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.25K+ 3.18% |
$118K - $123K
|
40.6K
$4.61M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 1.5% |
$117K - $123K
|
84.2K
$9.56M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1.21K+ 9.34% |
$114K - $119K
|
14.2K
$1.61M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.15K+ 21.95% |
$109K - $113K
|
6.41K
$727K
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
1.13K+ 21.49% |
$106K - $111K
|
6.37K
$723K
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.13K+ 26.72% |
$106K - $111K
|
5.34K
$606K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.12KNew |
$106K - $110K
|
1.12K
$127K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.12K+ 24.57% |
$105K - $110K
|
5.66K
$643K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.12K+ 24.57% |
$105K - $110K
|
5.66K
$643K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.1K+ 29.33% |
$104K - $108K
|
4.85K
$550K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.04K+ 1.75% |
$98K - $102K
|
60.4K
$6.86M
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.04K+ 4.26% |
$97.7K - $102K
|
25.4K
$2.88M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.03KNew |
$97.3K - $101K
|
1.03K
$117K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 24.8% |
$96.7K - $101K
|
5.16K
$586K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.03K+ 24.8% |
$96.7K - $101K
|
5.16K
$586K
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
1.01KNew |
$95K - $99.1K
|
1.01K
$114K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
934+ 29.45% |
$88K - $91.9K
|
4.11K
$466K
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
868+ 12.59% |
$81.8K - $85.4K
|
7.76K
$881K
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
855+ 17.29% |
$80.6K - $84.1K
|
5.8K
$658K
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
819+ 4.3% |
$77.2K - $80.5K
|
19.9K
$2.25M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
783+ 23.52% |
$73.8K - $77K
|
4.11K
$467K
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
770+ 8.58% |
$72.6K - $75.7K
|
9.74K
$1.11M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
753+ 24.96% |
$71K - $74.1K
|
3.77K
$428K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
751+ 0.58% |
$70.8K - $73.9K
|
129K
$14.7M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
708+ 25.41% |
$66.7K - $69.6K
|
3.49K
$397K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
634+ 7.46% |
$59.8K - $62.4K
|
9.13K
$1.04M
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
622New |
$58.6K - $61.2K
|
622
$70.6K
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
620+ 12.02% |
$58.4K - $61K
|
5.78K
$656K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
618+ 5.86% |
$58.3K - $60.8K
|
11.2K
$1.27M
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
597+ 14.91% |
$56.3K - $58.7K
|
4.6K
$522K
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
552+ 11.52% |
$52K - $54.3K
|
5.34K
$607K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
544New |
$51.3K - $53.5K
|
544
$61.7K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
534+ 24.51% |
$50.3K - $52.5K
|
2.71K
$308K
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
533+ 24.45% |
$50.2K - $52.4K
|
2.71K
$308K
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
525+ 25.0% |
$49.5K - $51.6K
|
2.63K
$298K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
520New |
$49K - $51.1K
|
520
$59K
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
510+ 6.25% |
$48.1K - $50.2K
|
8.67K
$983K
|