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 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$4.71K - $4.92K
|
50
$5.68K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
49+ 1.78% |
$4.62K - $4.82K
|
2.8K
$318K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
43+ 0.25% |
$4.05K - $4.23K
|
17.1K
$1.95M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
39New |
$3.68K - $3.84K
|
39
$4.43K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
30+ 0.59% |
$2.83K - $2.95K
|
5.15K
$585K
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
29+ 0.05% |
$2.73K - $2.85K
|
63.9K
$7.25M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
27+ 0.2% |
$2.55K - $2.66K
|
13.5K
$1.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
23+ 0.19% |
$2.17K - $2.26K
|
12.3K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
23+ 0.42% |
$2.17K - $2.26K
|
5.44K
$617K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
23+ 0.54% |
$2.17K - $2.26K
|
4.31K
$489K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18+ 0.85% |
$1.7K - $1.77K
|
2.14K
$242K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
17New |
$1.6K - $1.67K
|
17
$1.93K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
17+ 0.37% |
$1.6K - $1.67K
|
4.56K
$517K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14+ 0.23% |
$1.32K - $1.38K
|
6.09K
$691K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.81% |
$1.23K - $1.28K
|
1.62K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
12+ 0.47% |
$1.13K - $1.18K
|
2.57K
$292K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.22% |
$943 - $984
|
4.6K
$522K
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.12% |
$848 - $885
|
7.22K
$819K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9+ 0.76% |
$848 - $885
|
1.19K
$135K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 0.26% |
$848 - $885
|
3.42K
$388K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8+ 0.11% |
$754 - $787
|
7.38K
$838K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8+ 0.66% |
$754 - $787
|
1.22K
$138K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
6+ 0.22% |
$566 - $590
|
2.72K
$308K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
6+ 0.03% |
$566 - $590
|
18.2K
$2.06M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
6+ 0.13% |
$566 - $590
|
4.79K
$543K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$471 - $492
|
3.3K
$375K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.19% |
$377 - $393
|
2.16K
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.18% |
$377 - $393
|
2.23K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.03% |
$377 - $393
|
14.5K
$1.64M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.25% |
$283 - $295
|
1.2K
$136K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.91% |
$283 - $295
|
334
$37.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.2% |
$189 - $197
|
1.02K
$116K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2+ 0.06% |
$189 - $197
|
3.18K
$361K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.95% |
$189 - $197
|
213
$24.2K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2+ 0.75% |
$189 - $197
|
268
$30.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2+ 0.01% |
$189 - $197
|
17.3K
$1.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$94.3 - $98.4
|
1
$114
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.23% |
$471 - $492
|
2.18K
$247K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-7- 0.75% |
$660 - $688
|
922
$105K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7- 0.01% |
$660 - $688
|
87.4K
$9.92M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10- 0.31% |
$943 - $984
|
3.25K
$369K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11- 0.9% |
$1.04K - $1.08K
|
1.21K
$138K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 0.18% |
$1.23K - $1.28K
|
7.09K
$805K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14- 11.2% |
$1.32K - $1.38K
|
111
$12.6K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-19- 0.41% |
$1.79K - $1.87K
|
4.57K
$518K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-20- 0.36% |
$1.89K - $1.97K
|
5.56K
$631K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 1.11% |
$1.89K - $1.97K
|
1.78K
$201K
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-24- 0.14% |
$2.26K - $2.36K
|
16.6K
$1.89M
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-25- 0.99% |
$2.36K - $2.46K
|
2.5K
$284K
|