Purchases and Sales Made in Q3 2022 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 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
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
6.23K
+ 52.16%
$568K - $660K
18.2K $2.06M
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
6.17K
+ 13.64%
$563K - $653K
51.4K $5.83M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.14K
+ 14.23%
$560K - $650K
49.3K $5.59M
Nov 14, 2022 Q3 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
6.12K
+ 15.69%
$559K - $649K
45.1K $5.12M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
6.09K
+ 300.49%
$555K - $645K
8.11K $920K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5.91K
+ 53.23%
$539K - $626K
17K $1.93M
Nov 01, 2022 Q3 2022
Avalon Investment & Advisory

Houston, TX
BUY
 -
5.88K
New
$537K - $623K
5.88K $667K
Nov 14, 2022 Q3 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
5.87K
New
$536K - $622K
5.87K $666K
Oct 24, 2022 Q3 2022
Calamos Advisors LLC

BUY
 -
5.74K
+ 83.19%
$524K - $608K
12.6K $1.44M
Nov 14, 2022 Q3 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
5.57K
+ 55.18%
$509K - $590K
15.7K $1.78M
Oct 26, 2022 Q3 2022
F3 Logic, LLC

BUY
 -
5.54K
+ 17.29%
$506K - $587K
37.6K $4.27M
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
5.54K
+ 5.93%
$505K - $586K
98.9K $11.2M
Oct 14, 2022 Q3 2022
Flc Capital Advisors

BUY
 -
5.5K
New
$502K - $583K
5.5K $624K
Nov 03, 2022 Q3 2022
Regions Financial Corp

BUY
 -
5.41K
+ 6.32%
$493K - $573K
90.9K $10.3M
Nov 09, 2022 Q3 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
5.28K
+ 9.37%
$482K - $559K
61.6K $6.99M
Nov 10, 2022 Q3 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
5.04K
+ 92.92%
$460K - $534K
10.5K $1.19M
Nov 10, 2022 Q3 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
4.96K
New
$452K - $525K
4.96K $562K
Nov 23, 2022 Q3 2022
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
4.78K
New
$437K - $507K
4.78K $543K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
4.77K
+ 218.81%
$435K - $505K
6.95K $789K
Nov 14, 2022 Q3 2022
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
4.74K
New
$433K - $503K
4.74K $538K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
4.58K
+ 26.56%
$418K - $485K
21.8K $2.47M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
4.57K
+ 0.38%
$417K - $484K
1.2M $137M
Nov 09, 2022 Q3 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
4.49K
New
$409K - $475K
4.49K $509K
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.41K
New
$403K - $468K
4.41K $501K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
3.99K
+ 70.74%
$364K - $422K
9.62K $1.09M
Nov 09, 2022 Q3 2022
Townsend & Associates, Inc

BUY
 -
3.62K
+ 9.56%
$330K - $383K
41.5K $4.71M
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.52K
+ 74.85%
$321K - $372K
8.21K $932K
Oct 31, 2022 Q3 2022
Keystone Wealth Services, LLC

BUY
 -
3.48K
+ 37.04%
$317K - $368K
12.9K $1.46M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.45K
+ 21.58%
$315K - $365K
19.4K $2.2M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.45K
+ 21.58%
$315K - $365K
19.4K $2.2M
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
3.42K
New
$312K - $362K
3.42K $388K
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
3.41K
New
$311K - $362K
3.41K $387K
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
3.41K
+ 24.42%
$311K - $361K
17.3K $1.97M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

BUY
 -
3.29K
+ 32.75%
$300K - $349K
13.3K $1.51M
Nov 02, 2022 Q3 2022
Kfa Private Wealth Group, LLC

BUY
 -
3.23K
+ 3.28%
$294K - $342K
102K $11.5M
Nov 02, 2022 Q3 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
3.15K
New
$288K - $334K
3.15K $358K
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
3.13K
+ 3.07%
$286K - $332K
105K $11.9M
Nov 14, 2022 Q3 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.12K
New
$285K - $331K
3.12K $354K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.08K
+ 5.75%
$281K - $327K
56.7K $6.43M
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
3.07K
+ 8.72%
$280K - $325K
38.2K $4.34M
Oct 21, 2022 Q3 2022
Platte River Wealth Advisors, LLC

BUY
 -
2.98K
New
$272K - $316K
2.98K $338K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
2.96K
+ 903.66%
$271K - $314K
3.29K $374K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
2.94K
+ 30.64%
$268K - $311K
12.5K $1.42M
Nov 09, 2022 Q3 2022
Sanford Advisory Services, LLC

BUY
 -
2.8K
+ 58.62%
$256K - $297K
7.58K $860K
Nov 14, 2022 Q3 2022
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
2.7K
+ 107.41%
$246K - $286K
5.21K $591K
Nov 18, 2022 Q3 2022
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
2.57K
New
$235K - $272K
2.57K $292K
Nov 14, 2022 Q3 2022
Hennion & Walsh Asset Management, Inc.

BUY
 -
2.54K
+ 4.35%
$232K - $269K
60.9K $6.92M
Nov 10, 2022 Q3 2022
Brown Brothers Harriman & CO

New York, NY
BUY
 -
2.51K
New
$229K - $265K
2.51K $284K
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
2.48K
New
$226K - $262K
2.48K $281K

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