Purchases and Sales Made in Q4 2021 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
9.58K+ 6.67% |
$906K - $968K
|
153K
$17.4M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.49K+ 250.73% |
$896K - $958K
|
13.3K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9.38K+ 17.06% |
$887K - $948K
|
64.4K
$7.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.09K+ 14.32% |
$859K - $918K
|
72.6K
$8.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
7.98KNew |
$754K - $805K
|
7.98K
$905K
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.51KNew |
$709K - $758K
|
7.51K
$852K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
7.49KNew |
$708K - $757K
|
7.49K
$850K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.77KNew |
$640K - $684K
|
6.77K
$769K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
6.68K+ 3.42% |
$631K - $675K
|
202K
$22.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.63K+ 10.97% |
$627K - $669K
|
67.1K
$7.61M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6.49K+ 16.26% |
$613K - $655K
|
46.4K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.95KNew |
$563K - $601K
|
5.95K
$676K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.87KNew |
$554K - $592K
|
5.87K
$666K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.67KNew |
$535K - $572K
|
5.67K
$643K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
5.4KNew |
$510K - $545K
|
5.4K
$612K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.17KNew |
$488K - $522K
|
5.17K
$586K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5K+ 206.32% |
$472K - $504K
|
7.42K
$842K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.95K+ 68.09% |
$468K - $500K
|
12.2K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.9KNew |
$463K - $495K
|
4.9K
$556K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.77K+ 2.66% |
$451K - $482K
|
184K
$20.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.76KNew |
$450K - $481K
|
4.76K
$540K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.47K+ 3.12% |
$423K - $452K
|
148K
$16.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.37KNew |
$413K - $441K
|
4.37K
$496K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4.3K+ 12.35% |
$406K - $434K
|
39.1K
$4.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
4.28K+ 100.0% |
$404K - $432K
|
8.55K
$971K
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.26KNew |
$403K - $430K
|
4.26K
$484K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.11K+ 8.81% |
$389K - $415K
|
50.8K
$5.77M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.08K+ 33.96% |
$386K - $412K
|
16.1K
$1.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.99KNew |
$377K - $403K
|
3.99K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.98K+ 2.28% |
$376K - $402K
|
179K
$20.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.93KNew |
$371K - $397K
|
3.93K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.9K+ 217.37% |
$369K - $394K
|
5.7K
$647K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$351K - $375K
|
3.71K
$422K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.7KNew |
$350K - $374K
|
3.7K
$420K
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.69K+ 25.44% |
$349K - $373K
|
18.2K
$2.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
3.64KNew |
$344K - $367K
|
3.64K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.58K+ 4.02% |
$338K - $361K
|
92.5K
$10.5M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
3.56KNew |
$337K - $360K
|
3.56K
$404K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.42K+ 8.43% |
$323K - $346K
|
44K
$5M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.41K+ 9.04% |
$323K - $345K
|
41.2K
$4.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.38K+ 3.87% |
$320K - $341K
|
90.8K
$10.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.23KNew |
$305K - $326K
|
3.23K
$366K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.21KNew |
$303K - $324K
|
3.21K
$364K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
3.2KNew |
$302K - $323K
|
3.2K
$363K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.19KNew |
$301K - $322K
|
3.19K
$362K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.11K+ 2.41% |
$294K - $314K
|
132K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.08K+ 6.46% |
$291K - $311K
|
50.8K
$5.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.04K+ 41.23% |
$288K - $307K
|
10.4K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3.01K+ 3.8% |
$284K - $304K
|
82.2K
$9.33M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
2.9K+ 3.53% |
$274K - $293K
|
85.1K
$9.66M
|