Purchases and Sales Made in Q3 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q3 2022. 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 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.39M+ 7137.74% |
$309M - $359M
|
3.43M
$390M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
947K+ 21.88% |
$86.4M - $100M
|
5.27M
$599M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
661K+ 20.7% |
$60.3M - $70M
|
3.85M
$437M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
388K+ 27.26% |
$35.4M - $41.1M
|
1.81M
$206M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
313K+ 227.85% |
$28.5M - $33.1M
|
450K
$51M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
293K+ 31.49% |
$26.8M - $31M
|
1.22M
$139M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
271K+ 15.45% |
$24.8M - $28.8M
|
2.03M
$230M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
225K+ 9.68% |
$20.6M - $23.9M
|
2.55M
$290M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
223K+ 702.9% |
$20.4M - $23.6M
|
255K
$28.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
208K+ 45.4% |
$19M - $22M
|
666K
$75.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
165K+ 63.56% |
$15.1M - $17.5M
|
424K
$48.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
145K+ 866.15% |
$13.2M - $15.3M
|
161K
$18.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
130K+ 65.45% |
$11.9M - $13.8M
|
328K
$37.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 13.74% |
$10.3M - $11.9M
|
930K
$106M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
111K+ 352.53% |
$10.1M - $11.8M
|
143K
$16.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
104KNew |
$9.52M - $11.1M
|
104K
$11.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
104KNew |
$9.51M - $11M
|
104K
$11.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
93.1K+ 45210.68% |
$8.5M - $9.87M
|
93.3K
$10.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
91.1K+ 64.69% |
$8.32M - $9.65M
|
232K
$26.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.1K+ 22.67% |
$7.5M - $8.7M
|
444K
$50.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
78.2KNew |
$7.14M - $8.29M
|
78.2K
$8.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
BUY
|
- |
74.3KNew |
$6.79M - $7.88M
|
74.3K
$8.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
73.8K+ 1123.95% |
$6.74M - $7.82M
|
80.4K
$9.12M
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
73.7K+ 131.61% |
$6.73M - $7.81M
|
130K
$14.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
65.3K+ 454.38% |
$5.96M - $6.91M
|
79.6K
$9.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
60.4K+ 31.8% |
$5.51M - $6.4M
|
250K
$28.4M
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
57.1K+ 529.63% |
$5.21M - $6.05M
|
67.8K
$7.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.7K+ 7.44% |
$4.9M - $5.68M
|
775K
$87.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
51.5K+ 87.15% |
$4.7M - $5.45M
|
111K
$12.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
50.1KNew |
$4.57M - $5.31M
|
50.1K
$5.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.9K+ 497.15% |
$4.28M - $4.97M
|
56.3K
$6.39M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
45KNew |
$4.11M - $4.77M
|
45K
$5.11M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
44.9K+ 5.61% |
$4.1M - $4.75M
|
845K
$95.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
41.6K+ 14.76% |
$3.8M - $4.4M
|
323K
$36.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
40.8K+ 65.76% |
$3.72M - $4.32M
|
103K
$11.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
40K+ 251.8% |
$3.65M - $4.24M
|
55.9K
$6.34M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.5K+ 27.31% |
$3.34M - $3.87M
|
170K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
35.6K+ 41.69% |
$3.25M - $3.77M
|
121K
$13.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
35.6KNew |
$3.25M - $3.77M
|
35.6K
$4.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
35.6K+ 28.49% |
$3.25M - $3.77M
|
160K
$18.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
35.2KNew |
$3.22M - $3.73M
|
35.2K
$4M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
35.1K+ 900.05% |
$3.2M - $3.71M
|
39K
$4.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33K+ 13.38% |
$3.02M - $3.5M
|
280K
$31.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
32.1K+ 1334.18% |
$2.93M - $3.4M
|
34.5K
$3.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.1K+ 20.27% |
$2.84M - $3.3M
|
185K
$21M
|
|
|
Nov 15, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
29.4K+ 68.14% |
$2.69M - $3.12M
|
72.6K
$8.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
29.4KNew |
$2.68M - $3.11M
|
29.4K
$3.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
29.2KNew |
$2.67M - $3.09M
|
29.2K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.2KNew |
$2.66M - $3.09M
|
29.2K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
28.9K+ 98.36% |
$2.64M - $3.06M
|
58.2K
$6.61M
|