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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.9K+ 4.39% |
$274K - $293K
|
68.9K
$7.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
2.84KNew |
$269K - $287K
|
2.84K
$322K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.81K+ 20.19% |
$266K - $284K
|
16.7K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.8K+ 13.6% |
$265K - $283K
|
23.4K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.78KNew |
$263K - $281K
|
2.78K
$316K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.75KNew |
$260K - $278K
|
2.75K
$312K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
2.7K+ 7.54% |
$255K - $273K
|
38.5K
$4.37M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.68K+ 7.59% |
$253K - $270K
|
38K
$4.31M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.63KNew |
$248K - $265K
|
2.63K
$298K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 23.63% |
$243K - $260K
|
13.5K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.51KNew |
$238K - $254K
|
2.51K
$285K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.51KNew |
$237K - $253K
|
2.51K
$284K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.48KNew |
$234K - $250K
|
2.48K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
2.46K+ 29.7% |
$232K - $248K
|
10.7K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.45K+ 110.22% |
$231K - $247K
|
4.67K
$530K
|
|
|
Jan 21, 2022
Q4 2021
|
Atwater Malick LLC
|
BUY
|
- |
2.43KNew |
$230K - $246K
|
2.43K
$276K
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.4KNew |
$227K - $242K
|
2.4K
$272K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.38K+ 10.57% |
$225K - $240K
|
24.9K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.37K+ 3.96% |
$224K - $239K
|
62.2K
$7.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.34K+ 13.63% |
$221K - $236K
|
19.5K
$2.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.32K+ 42.43% |
$220K - $235K
|
7.8K
$885K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
2.31KNew |
$218K - $233K
|
2.31K
$262K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.25KNew |
$213K - $228K
|
2.25K
$256K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.23KNew |
$211K - $225K
|
2.23K
$253K
|
|
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.18KNew |
$206K - $221K
|
2.18K
$248K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.13KNew |
$201K - $215K
|
2.13K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.12K+ 8.03% |
$200K - $214K
|
28.5K
$3.24M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.1K+ 8.27% |
$198K - $212K
|
27.5K
$3.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.1KNew |
$198K - $212K
|
2.1K
$238K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
2.1K+ 27.04% |
$198K - $212K
|
9.86K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.09KNew |
$198K - $211K
|
2.09K
$238K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.09KNew |
$197K - $211K
|
2.09K
$237K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.08KNew |
$197K - $210K
|
2.08K
$236K
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.99KNew |
$188K - $201K
|
1.99K
$226K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
1.99KNew |
$188K - $201K
|
1.99K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.99KNew |
$188K - $201K
|
1.99K
$226K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.85K+ 34.62% |
$175K - $187K
|
7.18K
$815K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.79K+ 7.67% |
$169K - $181K
|
25.1K
$2.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 67.62% |
$168K - $179K
|
4.4K
$499K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.73KNew |
$163K - $174K
|
1.73K
$196K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
1.58K+ 32.56% |
$149K - $159K
|
6.43K
$730K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$147K - $157K
|
1.56K
$177K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.53K+ 9.67% |
$144K - $154K
|
17.3K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.49K+ 4.36% |
$141K - $150K
|
35.6K
$4.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.48K+ 9.41% |
$140K - $150K
|
17.2K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.44K+ 27.97% |
$136K - $146K
|
6.61K
$750K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.44K+ 27.97% |
$136K - $146K
|
6.61K
$750K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.42K+ 11.03% |
$134K - $143K
|
14.3K
$1.62M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
1.38K+ 2.03% |
$130K - $139K
|
69.3K
$7.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.36K+ 23.2% |
$129K - $138K
|
7.24K
$821K
|