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 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.4K+ 4.95% |
$219K - $255K
|
51K
$5.74M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.39K+ 4.65% |
$219K - $254K
|
53.9K
$6.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
2.33K+ 3.0% |
$212K - $246K
|
79.8K
$8.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.33K+ 3.36% |
$212K - $246K
|
71.6K
$8.06M
|
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
2.3KNew |
$210K - $244K
|
2.3K
$259K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.29KNew |
$209K - $243K
|
2.29K
$258K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.28K+ 26.47% |
$208K - $242K
|
10.9K
$1.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
2.19K+ 31.12% |
$200K - $232K
|
9.23K
$1.04M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 0.42% |
$194K - $225K
|
508K
$57.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.11K+ 9.04% |
$192K - $223K
|
25.4K
$2.86M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.11KNew |
$192K - $223K
|
2.11K
$237K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.08K+ 10.79% |
$190K - $220K
|
21.3K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 11.04% |
$189K - $219K
|
20.8K
$2.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
2.06K+ 0.2% |
$188K - $218K
|
1.02M
$115M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.04K+ 49.93% |
$186K - $216K
|
6.12K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.03K+ 7.4% |
$186K - $216K
|
29.5K
$3.32M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
1.92K+ 20.88% |
$175K - $203K
|
11.1K
$1.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.84K+ 4.46% |
$168K - $195K
|
43.1K
$4.85M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.83K+ 28.86% |
$167K - $194K
|
8.17K
$919K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 2.75% |
$159K - $185K
|
65.1K
$7.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.73K+ 12.19% |
$158K - $184K
|
15.9K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.68K+ 4.29% |
$153K - $178K
|
40.8K
$4.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.67KNew |
$153K - $177K
|
1.67K
$188K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.67KNew |
$152K - $177K
|
1.67K
$188K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.66K+ 17.02% |
$151K - $176K
|
11.4K
$1.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1.63KNew |
$149K - $173K
|
1.63K
$183K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.63K+ 43.62% |
$148K - $172K
|
5.35K
$602K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.59K+ 4.1% |
$145K - $168K
|
40.4K
$4.54M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.56K+ 158.67% |
$142K - $165K
|
2.54K
$285K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.54K+ 60.53% |
$140K - $163K
|
4.07K
$458K
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.45K+ 47.8% |
$133K - $154K
|
4.5K
$506K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.45K+ 58.67% |
$133K - $154K
|
3.93K
$442K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.4K+ 16.46% |
$128K - $148K
|
9.9K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 0.45% |
$127K - $147K
|
310K
$34.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.29K+ 46.05% |
$118K - $137K
|
4.09K
$460K
|
|
|
Oct 12, 2022
Q3 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.22K+ 3.51% |
$111K - $129K
|
35.8K
$4.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.2KNew |
$109K - $127K
|
1.2K
$135K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.17K+ 18.8% |
$107K - $124K
|
7.41K
$834K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.14K+ 26.44% |
$104K - $121K
|
5.45K
$614K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.13K+ 35.57% |
$103K - $119K
|
4.29K
$483K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 9.34% |
$102K - $119K
|
13.1K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.09K+ 16.44% |
$99.9K - $116K
|
7.75K
$872K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 36.16% |
$97.4K - $113K
|
4.02K
$452K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.05KNew |
$95.4K - $111K
|
1.05K
$118K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.03K+ 40.65% |
$94.1K - $109K
|
3.57K
$402K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
911+ 0.75% |
$83.2K - $96.5K
|
123K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
892+ 27.04% |
$81.4K - $94.5K
|
4.19K
$472K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
861+ 2.17% |
$78.6K - $91.2K
|
40.6K
$4.57M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
807New |
$73.7K - $85.5K
|
807
$90.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
786+ 3.49% |
$71.8K - $83.3K
|
23.3K
$2.63M
|