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 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
30+ 0.33% |
$2.74K - $3.18K
|
9.1K
$1.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30New |
$2.74K - $3.18K
|
30
$3.41K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 0.1% |
$2.65K - $3.07K
|
28.7K
$3.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
29+ 0.58% |
$2.65K - $3.07K
|
4.99K
$566K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
24+ 0.42% |
$2.19K - $2.54K
|
5.78K
$656K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
22+ 0.1% |
$2.01K - $2.33K
|
21.9K
$2.49M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
22+ 0.73% |
$2.01K - $2.33K
|
3.05K
$346K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 1.03% |
$2.01K - $2.33K
|
2.16K
$245K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
21+ 0.73% |
$1.92K - $2.22K
|
2.9K
$329K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 18.42% |
$1.92K - $2.22K
|
135
$15.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
19+ 0.18% |
$1.73K - $2.01K
|
10.4K
$1.18M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19+ 0.1% |
$1.73K - $2.01K
|
19K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
19+ 0.44% |
$1.73K - $2.01K
|
4.37K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.53% |
$1.55K - $1.8K
|
3.23K
$367K
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.26% |
$1.46K - $1.7K
|
6.26K
$711K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
14+ 0.23% |
$1.28K - $1.48K
|
6.06K
$687K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13+ 0.84% |
$1.19K - $1.38K
|
1.56K
$178K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
12+ 0.33% |
$1.1K - $1.27K
|
3.67K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12+ 0.43% |
$1.1K - $1.27K
|
2.79K
$316K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.09% |
$1K - $1.17K
|
12.9K
$1.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
11+ 0.4% |
$1K - $1.17K
|
2.75K
$312K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
10+ 0.05% |
$913 - $1.06K
|
21.8K
$2.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$913 - $1.06K
|
10
$1.14K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10New |
$913 - $1.06K
|
10
$1.14K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 1.73% |
$913 - $1.06K
|
588
$66.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.21% |
$822 - $954
|
4.39K
$498K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
9+ 0.17% |
$822 - $954
|
5.29K
$600K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$548 - $636
|
2.55K
$289K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 14.71% |
$456 - $530
|
39
$4.43K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 4.07% |
$456 - $530
|
128
$14.5K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5+ 0.0% |
$456 - $530
|
106K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 1.17% |
$365 - $424
|
346
$39.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$274 - $318
|
441
$50.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$183 - $212
|
2.56K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 1.64% |
$91.3 - $106
|
62
$7.04K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.49% |
$91.3 - $106
|
68
$7.72K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1- 0.03% |
$91.3 - $106
|
3.52K
$400K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4- 0.02% |
$365 - $424
|
23.2K
$2.63M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.22% |
$456 - $530
|
2.23K
$253K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-5- 0.1% |
$456 - $530
|
5.03K
$571K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6- 0.06% |
$548 - $636
|
10.9K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-8- 0.16% |
$730 - $848
|
5.15K
$584K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 4.47% |
$730 - $848
|
171
$19.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-8- 0.28% |
$730 - $848
|
2.86K
$325K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9- 0.85% |
$822 - $954
|
1.05K
$119K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 18.87% |
$913 - $1.06K
|
43
$4.88K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-14- 0.19% |
$1.28K - $1.48K
|
7.23K
$821K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-16- 0.55% |
$1.46K - $1.7K
|
2.87K
$326K
|