Purchases and Sales Made in Q3 2021 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-923
- 18.72%
$87K - $90.8K
4.01K $451K
Nov 12, 2021 Q3 2021
Capital Advisors, Ltd. LLC

SELL
 -
-961
- 2.77%
$90.6K - $94.5K
33.7K $3.8M
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

SELL
 -
-1.03K
- 12.01%
$96.9K - $101K
7.53K $848K
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1.04K
- 4.15%
$97.8K - $102K
24K $2.7M
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-1.08K
Closed
$102K - $106K
0 $0
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-1.12K
- 25.02%
$105K - $110K
3.34K $376K
Nov 05, 2021 Q3 2021
Truist Financial Corp

SELL
 -
-1.22K
- 1.35%
$115K - $120K
88.9K $10M
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

SELL
 -
-1.22K
- 8.81%
$115K - $120K
12.6K $1.42M
Oct 12, 2021 Q3 2021
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-1.29K
- 1.95%
$121K - $127K
64.6K $7.27M
Sep 10, 2024 Q3 2021
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-1.3K
- 3.56%
$123K - $128K
35.3K $3.97M
Nov 12, 2021 Q3 2021
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.45K
Closed
$137K - $143K
0 $0
Oct 13, 2021 Q3 2021
Teamwork Financial Advisors, LLC

SELL
 -
-1.59K
- 3.91%
$150K - $156K
39.1K $4.4M
Oct 14, 2021 Q3 2021
Lantz Financial LLC

SELL
 -
-1.63K
- 1.4%
$154K - $160K
115K $13M
Oct 13, 2021 Q3 2021
Chatham Capital Group, Inc.

SELL
 -
-1.65K
- 5.13%
$156K - $162K
30.5K $3.43M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-1.82K
- 10.37%
$172K - $179K
15.8K $1.78M
Nov 10, 2021 Q3 2021
Provident Investment Management, Inc.

Novi, MI
SELL
 -
-2.1K
Closed
$198K - $207K
0 $0
Oct 28, 2021 Q3 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-2.13K
Closed
$201K - $209K
0 $0
Oct 19, 2021 Q3 2021
Gen Wealth Group, Inc.

SELL
 -
-2.17K
Closed
$204K - $213K
0 $0
Nov 01, 2021 Q3 2021
Wealthpoint, LLC

SELL
 -
-2.17K
- 4.28%
$205K - $214K
48.5K $5.46M
Nov 15, 2021 Q3 2021
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-2.22K
- 1.21%
$209K - $218K
182K $20.5M
Nov 02, 2021 Q3 2021
Tectonic Advisors LLC

Plano, TX
SELL
 -
-2.22K
- 17.98%
$210K - $219K
10.1K $1.14M
Oct 29, 2021 Q3 2021
Benedict Financial Advisors Inc

SELL
 -
-2.37K
Closed
$223K - $233K
0 $0
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-2.37K
- 6.65%
$224K - $233K
33.3K $3.75M
Nov 16, 2021 Q3 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-2.38K
Closed
$225K - $234K
0 $0
Oct 27, 2021 Q3 2021
Merit Financial Group, LLC

SELL
 -
-2.41K
- 12.46%
$227K - $237K
16.9K $1.91M
Nov 12, 2021 Q3 2021
Keystone Financial Group

SELL
 -
-2.46K
Closed
$232K - $242K
0 $0
Nov 15, 2021 Q3 2021
Two Sigma Investments, LP

New York, NY
SELL
 -
-2.5K
- 2.29%
$236K - $246K
107K $12M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-2.59K
- 1.2%
$244K - $254K
212K $23.9M
Nov 02, 2021 Q3 2021
Allworth Financial LP

SELL
 -
-2.83K
- 4.61%
$266K - $278K
58.5K $6.59M
Oct 25, 2021 Q3 2021
Bcs Wealth Management

SELL
 -
-2.83K
- 29.83%
$267K - $278K
6.66K $749K
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
SELL
 -
-2.85K
Closed
$269K - $280K
0 $0
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-3.11K
- 22.31%
$293K - $306K
10.8K $1.22M
Nov 09, 2021 Q3 2021
Graypoint LLC

SELL
 -
-3.18K
- 4.47%
$300K - $313K
68K $7.65M
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

SELL
 -
-3.3K
- 60.06%
$311K - $325K
2.2K $247K
Nov 04, 2021 Q3 2021
Prw Wealth Management LLC

SELL
 -
-3.36K
Closed
$317K - $330K
0 $0
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-3.4K
- 36.17%
$320K - $334K
6K $675K
Nov 10, 2021 Q3 2021
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-3.52K
- 35.78%
$331K - $346K
6.31K $710K
Oct 26, 2021 Q3 2021
Sequoia Financial Advisors, LLC

SELL
 -
-3.7K
Closed
$348K - $364K
0 $0
Nov 15, 2021 Q3 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-3.75K
- 11.04%
$353K - $369K
30.2K $3.4M
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-4.16K
- 28.62%
$392K - $409K
10.4K $1.17M
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-5.26K
- 60.78%
$496K - $518K
3.4K $382K
Oct 22, 2021 Q3 2021
Cowa, LLC

Tulsa, OK
SELL
 -
-5.41K
- 13.46%
$510K - $532K
34.8K $3.92M
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-5.43K
- 26.88%
$512K - $534K
14.8K $1.66M
Nov 02, 2021 Q3 2021
Black Diamond Financial, LLC

SELL
 -
-5.87K
Closed
$553K - $577K
0 $0
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-5.92K
- 68.45%
$558K - $583K
2.73K $307K
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

SELL
 -
-6.38K
Closed
$601K - $628K
0 $0
Nov 09, 2021 Q3 2021
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-6.45K
Closed
$608K - $634K
0 $0
Nov 09, 2021 Q3 2021
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
SELL
 -
-6.88K
Closed
$648K - $676K
0 $0
Nov 12, 2021 Q3 2021
Beaumont Financial Partners, LLC

SELL
 -
-7.43K
- 8.47%
$701K - $731K
80.3K $9.04M

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