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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
242+ 25.31% |
$22.1K - $25.6K
|
1.2K
$135K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
234New |
$21.4K - $24.8K
|
234
$26.3K
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
230+ 4.06% |
$21K - $24.4K
|
5.89K
$663K
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
220+ 5.57% |
$20.1K - $23.3K
|
4.17K
$470K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
211+ 0.62% |
$19.3K - $22.4K
|
34.5K
$3.88M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
207+ 2.42% |
$18.9K - $21.9K
|
8.76K
$986K
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
200+ 64.94% |
$18.3K - $21.2K
|
508
$57.2K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
193+ 5.93% |
$17.6K - $20.4K
|
3.45K
$388K
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
190+ 1.2% |
$17.3K - $20.1K
|
16K
$1.8M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
166+ 0.52% |
$15.2K - $17.6K
|
32.3K
$3.64M
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
166New |
$15.2K - $17.6K
|
166
$18.7K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
154+ 0.84% |
$14.1K - $16.3K
|
18.4K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
152+ 1.01% |
$13.9K - $16.1K
|
15.2K
$1.71M
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
145New |
$13.2K - $15.4K
|
145
$16.3K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
143+ 357.5% |
$13.1K - $15.2K
|
183
$20.6K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
141+ 0.29% |
$12.9K - $14.9K
|
48.2K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 1.31% |
$12.7K - $14.7K
|
10.7K
$1.21M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
138+ 0.78% |
$12.6K - $14.6K
|
17.9K
$2.02M
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
137+ 0.85% |
$12.5K - $14.5K
|
16.3K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
134+ 2.06% |
$12.2K - $14.2K
|
6.64K
$747K
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
121+ 0.38% |
$11K - $12.8K
|
31.7K
$3.57M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
115+ 0.61% |
$10.5K - $12.2K
|
19K
$2.14M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
112+ 1.13% |
$10.2K - $11.9K
|
10.1K
$1.13M
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
112+ 5.02% |
$10.2K - $11.9K
|
2.34K
$264K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
106+ 0.08% |
$9.68K - $11.2K
|
138K
$15.6M
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
101+ 4.74% |
$9.22K - $10.7K
|
2.23K
$251K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
97+ 2.36% |
$8.86K - $10.3K
|
4.21K
$474K
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
90+ 2.83% |
$8.22K - $9.54K
|
3.28K
$369K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
82+ 7.01% |
$7.49K - $8.69K
|
1.25K
$141K
|
|
Nov 02, 2022
Q3 2022
|
Atwater Malick LLC
|
BUY
|
- |
82+ 2.64% |
$7.49K - $8.69K
|
3.18K
$358K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
75+ 64.1% |
$6.85K - $7.95K
|
192
$21.6K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
75New |
$6.85K - $7.95K
|
75
$8.44K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
71+ 2.63% |
$6.48K - $7.52K
|
2.77K
$312K
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
66+ 2.74% |
$6.03K - $6.99K
|
2.47K
$278K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65+ 10.87% |
$5.93K - $6.89K
|
663
$74.6K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
61+ 0.44% |
$5.57K - $6.46K
|
13.8K
$1.55M
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
60+ 1.04% |
$5.48K - $6.36K
|
5.84K
$657K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
55+ 0.93% |
$5.02K - $5.83K
|
5.95K
$670K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
54New |
$4.93K - $5.72K
|
54
$6.08K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50+ 0.92% |
$4.56K - $5.3K
|
5.49K
$618K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50+ 0.92% |
$4.56K - $5.3K
|
5.49K
$618K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
50+ 1.32% |
$4.56K - $5.3K
|
3.85K
$433K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
49+ 0.44% |
$4.47K - $5.19K
|
11.2K
$1.26M
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
47+ 12.02% |
$4.29K - $4.98K
|
438
$49.3K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45New |
$4.11K - $4.77K
|
45
$5.07K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
44+ 1.21% |
$4.02K - $4.66K
|
3.68K
$414K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
42New |
$3.83K - $4.45K
|
42
$4.73K
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
36New |
$3.29K - $3.81K
|
36
$4.05K
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
35+ 0.85% |
$3.2K - $3.71K
|
4.15K
$468K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
32+ 3.0% |
$2.92K - $3.39K
|
1.1K
$124K
|