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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
499+ 0.35% |
$47K - $49.1K
|
144K
$16.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
493+ 0.35% |
$46.5K - $48.5K
|
140K
$15.8M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
488+ 3.0% |
$46K - $48K
|
16.7K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
480+ 6.3% |
$45.2K - $47.2K
|
8.1K
$911K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
452+ 2.89% |
$42.6K - $44.5K
|
16.1K
$1.81M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
401+ 18.96% |
$37.8K - $39.4K
|
2.52K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
374+ 336.94% |
$35.3K - $36.8K
|
485
$54.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
368New |
$34.7K - $36.2K
|
368
$41.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
368+ 1.45% |
$34.7K - $36.2K
|
25.8K
$2.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
346+ 10.3% |
$32.6K - $34K
|
3.7K
$417K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
300+ 23.22% |
$28.3K - $29.5K
|
1.59K
$179K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
300+ 3.62% |
$28.3K - $29.5K
|
8.59K
$967K
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
300+ 10.06% |
$28.3K - $29.5K
|
3.28K
$370K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
292+ 3.0% |
$27.5K - $28.7K
|
10K
$1.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
287New |
$27.1K - $28.2K
|
287
$32.3K
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
285+ 5.68% |
$26.9K - $28K
|
5.3K
$597K
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
279+ 3.03% |
$26.3K - $27.4K
|
9.49K
$1.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
271+ 1.77% |
$25.5K - $26.7K
|
15.6K
$1.76M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
253+ 88.15% |
$23.8K - $24.9K
|
540
$60.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
250New |
$23.6K - $24.6K
|
250
$28.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
247+ 1.17% |
$23.3K - $24.3K
|
21.4K
$2.41M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
246+ 3.11% |
$23.2K - $24.2K
|
8.16K
$919K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
246+ 8.5% |
$23.2K - $24.2K
|
3.14K
$353K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
204+ 1.41% |
$19.2K - $20.1K
|
14.7K
$1.66M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
203+ 3.65% |
$19.1K - $20K
|
5.77K
$649K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
192+ 1.81% |
$18.1K - $18.9K
|
10.8K
$1.21M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
189+ 5.26% |
$17.8K - $18.6K
|
3.78K
$426K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
187+ 2.98% |
$17.6K - $18.4K
|
6.46K
$727K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
176+ 88.0% |
$16.6K - $17.3K
|
376
$42.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
164+ 3.0% |
$15.5K - $16.1K
|
5.63K
$633K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
160+ 94.12% |
$15.1K - $15.7K
|
330
$37.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
153+ 59.53% |
$14.4K - $15K
|
410
$46.2K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
151+ 141.12% |
$14.2K - $14.9K
|
258
$29K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
146+ 1.01% |
$13.8K - $14.4K
|
14.7K
$1.65M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
138+ 2.05% |
$13K - $13.6K
|
6.87K
$774K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
131+ 1.83% |
$12.3K - $12.9K
|
7.27K
$818K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
127+ 0.32% |
$12K - $12.5K
|
39.9K
$4.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
110New |
$10.4K - $10.8K
|
110
$12.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 3.09% |
$9.43K - $9.84K
|
3.34K
$375K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100New |
$9.43K - $9.84K
|
100
$11.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
93+ 0.88% |
$8.77K - $9.15K
|
10.6K
$1.19M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
92+ 39.48% |
$8.67K - $9.05K
|
325
$36.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
92+ 39.48% |
$8.67K - $9.05K
|
325
$36.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
88+ 0.48% |
$8.29K - $8.65K
|
18.5K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
83+ 0.81% |
$7.82K - $8.16K
|
10.4K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
80New |
$7.54K - $7.87K
|
80
$9.01K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
76+ 1.05% |
$7.16K - $7.47K
|
7.33K
$825K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
75+ 3.8% |
$7.07K - $7.38K
|
2.05K
$231K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
75+ 2.21% |
$7.07K - $7.38K
|
3.47K
$391K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
71+ 0.94% |
$6.69K - $6.98K
|
7.61K
$856K
|