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 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 1.83% |
$1.73K - $2.01K
|
1.02K
$116K
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.38% |
$1.83K - $2.12K
|
5.25K
$595K
|
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.81% |
$2.19K - $2.54K
|
2.95K
$335K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-25- 0.07% |
$2.28K - $2.65K
|
34.2K
$3.88M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-27- 0.57% |
$2.46K - $2.86K
|
4.73K
$537K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-28- 1.33% |
$2.56K - $2.97K
|
2.08K
$236K
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-30- 0.3% |
$2.74K - $3.18K
|
9.89K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-40- 0.73% |
$3.65K - $4.24K
|
5.46K
$620K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-42- 0.34% |
$3.83K - $4.45K
|
12.5K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 3.15% |
$4.11K - $4.77K
|
1.39K
$157K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-53- 1.66% |
$4.84K - $5.62K
|
3.13K
$355K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 14.43% |
$5.2K - $6.04K
|
338
$38.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-61- 50.41% |
$5.57K - $6.46K
|
60
$6.81K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-66- 0.4% |
$6.03K - $6.99K
|
16.4K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 42.86% |
$6.85K - $7.95K
|
100
$11.4K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-82- 0.69% |
$7.49K - $8.69K
|
11.8K
$1.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-90- 0.41% |
$8.22K - $9.54K
|
22.1K
$2.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-92- 2.35% |
$8.4K - $9.75K
|
3.82K
$433K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-99- 0.09% |
$9.04K - $10.5K
|
111K
$12.6M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-99- 4.09% |
$9.04K - $10.5K
|
2.32K
$263K
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.34% |
$9.13K - $10.6K
|
29.6K
$3.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-106- 0.55% |
$9.68K - $11.2K
|
19.1K
$2.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-109- 2.19% |
$9.95K - $11.5K
|
4.88K
$554K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-124Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-127- 2.83% |
$11.6K - $13.5K
|
4.37K
$496K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-139- 9.24% |
$12.7K - $14.7K
|
1.37K
$155K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-140- 1.17% |
$12.8K - $14.8K
|
11.9K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 3.25% |
$13.7K - $15.9K
|
4.46K
$506K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-160- 0.94% |
$14.6K - $17K
|
16.9K
$1.91M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-161- 0.06% |
$14.7K - $17.1K
|
274K
$31M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-164- 2.99% |
$15K - $17.4K
|
5.32K
$603K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-166- 0.84% |
$15.2K - $17.6K
|
19.6K
$2.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-175- 7.37% |
$16K - $18.5K
|
2.2K
$250K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-176- 3.79% |
$16.1K - $18.6K
|
4.47K
$507K
|
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-182- 0.49% |
$16.6K - $19.3K
|
37.2K
$4.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-185- 40.57% |
$16.9K - $19.6K
|
271
$30.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-188- 0.75% |
$17.2K - $19.9K
|
25K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-194- 3.98% |
$17.7K - $20.6K
|
4.69K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-197- 3.54% |
$18K - $20.9K
|
5.36K
$609K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-220- 2.82% |
$20.1K - $23.3K
|
7.58K
$860K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-226- 8.83% |
$20.6K - $23.9K
|
2.33K
$265K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-234- 2.32% |
$21.4K - $24.8K
|
9.84K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-235- 1.4% |
$21.5K - $24.9K
|
16.6K
$1.88M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-239- 79.67% |
$21.8K - $25.3K
|
61
$6.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-241- 6.51% |
$22K - $25.5K
|
3.46K
$393K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-246- 0.6% |
$22.5K - $26.1K
|
40.8K
$4.63M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-263- 18.0% |
$24K - $27.9K
|
1.2K
$136K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-270- 4.2% |
$24.6K - $28.6K
|
6.16K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-294- 5.71% |
$26.8K - $31.1K
|
4.85K
$551K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-321- 0.24% |
$29.3K - $34K
|
134K
$15.2M
|