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 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-993- 19.55% |
$90.7K - $105K
|
4.09K
$460K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.01K- 9.56% |
$91.9K - $107K
|
9.52K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.03K- 9.56% |
$94.2K - $109K
|
9.76K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.04K- 3.76% |
$94.5K - $110K
|
26.5K
$2.98M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.05K- 27.42% |
$95.8K - $111K
|
2.78K
$313K
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.07K- 8.77% |
$97.4K - $113K
|
11.1K
$1.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 27.08% |
$102K - $118K
|
3K
$338K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 3.51% |
$107K - $124K
|
32.1K
$3.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.18K- 26.79% |
$108K - $125K
|
3.23K
$363K
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.21K- 11.13% |
$110K - $128K
|
9.64K
$1.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.27K- 9.31% |
$115K - $134K
|
12.3K
$1.39M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.29K- 3.53% |
$118K - $137K
|
35.2K
$3.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.31K- 20.8% |
$119K - $138K
|
4.97K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.34K- 31.15% |
$122K - $141K
|
2.95K
$332K
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.35K- 36.39% |
$123K - $143K
|
2.36K
$266K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 53.22% |
$128K - $148K
|
1.23K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.41K- 24.46% |
$128K - $149K
|
4.34K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.41K- 17.99% |
$128K - $149K
|
6.41K
$721K
|
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.42K- 8.8% |
$130K - $150K
|
14.7K
$1.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.44K- 37.18% |
$131K - $152K
|
2.43K
$274K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.46K- 3.82% |
$133K - $154K
|
36.7K
$4.13M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.52K- 2.61% |
$138K - $161K
|
56.5K
$6.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.52K- 11.86% |
$138K - $161K
|
11.3K
$1.27M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.57K- 2.36% |
$143K - $166K
|
65.1K
$7.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.62K- 40.47% |
$147K - $171K
|
2.38K
$267K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 15.35% |
$148K - $171K
|
8.91K
$1M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.66K- 17.31% |
$151K - $176K
|
7.92K
$892K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.69K- 6.66% |
$154K - $179K
|
23.6K
$2.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 13.87% |
$156K - $181K
|
10.6K
$1.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
SELL
|
- |
-1.76K- 42.33% |
$161K - $187K
|
2.4K
$270K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.79K- 3.63% |
$163K - $189K
|
47.3K
$5.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 15.01% |
$164K - $190K
|
10.2K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.87K- 4.89% |
$170K - $198K
|
36.3K
$4.09M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.9K- 86.36% |
$173K - $201K
|
300
$33.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.06K- 9.12% |
$188K - $218K
|
20.5K
$2.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 4.51% |
$188K - $219K
|
43.7K
$4.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.1K- 20.99% |
$192K - $222K
|
7.9K
$890K
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.13K- 2.34% |
$194K - $225K
|
88.7K
$9.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.17KClosed |
$198K - $230K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.24K- 14.63% |
$204K - $237K
|
13K
$1.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.44K- 8.17% |
$223K - $259K
|
27.5K
$3.09M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.46K- 62.4% |
$225K - $261K
|
1.48K
$167K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.53K- 17.75% |
$231K - $268K
|
11.7K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.75K- 9.7% |
$251K - $292K
|
25.6K
$2.88M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.81K- 13.15% |
$257K - $298K
|
18.6K
$2.09M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.81K- 22.52% |
$257K - $298K
|
9.68K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.84K- 24.35% |
$259K - $301K
|
8.82K
$993K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-2.85K- 8.96% |
$260K - $302K
|
29K
$3.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.87K- 9.36% |
$262K - $304K
|
27.8K
$3.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.01K- 6.87% |
$274K - $318K
|
40.7K
$4.59M
|