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 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-343- 2.39% |
$31.3K - $36.3K
|
14K
$1.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
SELL
|
- |
-359- 6.73% |
$32.8K - $38K
|
4.98K
$565K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-392- 0.59% |
$35.8K - $41.5K
|
66.2K
$7.52M
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-395- 8.09% |
$36.1K - $41.9K
|
4.49K
$509K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-396- 2.63% |
$36.2K - $42K
|
14.7K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-403- 2.54% |
$36.8K - $42.7K
|
15.4K
$1.75M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-425- 8.53% |
$38.8K - $45K
|
4.56K
$517K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-437- 3.55% |
$39.9K - $46.3K
|
11.9K
$1.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-450- 6.35% |
$41.1K - $47.7K
|
6.63K
$753K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-473- 0.23% |
$43.2K - $50.1K
|
205K
$23.3M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-473- 0.23% |
$43.2K - $50.1K
|
205K
$23.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-494- 5.2% |
$45.1K - $52.3K
|
9.01K
$1.02M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-500- 89.45% |
$45.6K - $53K
|
59
$6.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-505- 1.26% |
$46.1K - $53.5K
|
39.6K
$4.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-510- 50.85% |
$46.6K - $54K
|
493
$56K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-523- 14.07% |
$47.7K - $55.4K
|
3.2K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-530- 14.14% |
$48.4K - $56.2K
|
3.22K
$365K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-531- 7.0% |
$48.5K - $56.3K
|
7.06K
$801K
|
|
|
Nov 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-531- 0.95% |
$48.5K - $56.3K
|
55.1K
$6.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-534- 11.61% |
$48.7K - $56.6K
|
4.07K
$461K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-540- 17.63% |
$49.3K - $57.2K
|
2.52K
$286K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-544- 87.18% |
$49.7K - $57.6K
|
80
$9.08K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-563- 55.52% |
$51.4K - $59.6K
|
451
$51.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-566- 12.34% |
$51.7K - $60K
|
4.02K
$456K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-572- 16.05% |
$52.2K - $60.6K
|
2.99K
$339K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-598- 11.79% |
$54.6K - $63.4K
|
4.48K
$508K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-599- 25.45% |
$54.7K - $63.5K
|
1.76K
$199K
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-610- 4.48% |
$55.7K - $64.6K
|
13K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-647- 58.39% |
$59.1K - $68.5K
|
461
$52.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-665- 23.53% |
$60.7K - $70.5K
|
2.16K
$245K
|
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-693- 12.75% |
$63.3K - $73.4K
|
4.74K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-712- 13.96% |
$65K - $75.4K
|
4.39K
$498K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-726- 1.38% |
$66.3K - $76.9K
|
52.1K
$5.91M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-750- 2.39% |
$68.5K - $79.5K
|
30.6K
$3.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-793- 6.23% |
$72.4K - $84K
|
11.9K
$1.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-800- 2.75% |
$73K - $84.8K
|
28.3K
$3.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-806- 23.32% |
$73.6K - $85.4K
|
2.65K
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-809- 15.49% |
$73.9K - $85.7K
|
4.41K
$501K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-810- 4.99% |
$73.9K - $85.8K
|
15.4K
$1.75M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-817- 19.82% |
$74.6K - $86.6K
|
3.31K
$375K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-820- 7.36% |
$74.9K - $86.9K
|
10.3K
$1.17M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-828- 5.41% |
$75.6K - $87.7K
|
14.5K
$1.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-880- 2.27% |
$80.3K - $93.2K
|
37.9K
$4.3M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-882- 1.93% |
$80.5K - $93.4K
|
44.9K
$5.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-887- 16.68% |
$81K - $94K
|
4.43K
$503K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-890- 6.96% |
$81.2K - $94.3K
|
11.9K
$1.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-910- 2.75% |
$83.1K - $96.4K
|
32.1K
$3.65M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-924- 20.81% |
$84.4K - $97.9K
|
3.52K
$399K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-942- 2.49% |
$86K - $99.8K
|
36.9K
$4.19M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-967- 9.43% |
$88.3K - $102K
|
9.29K
$1.05M
|