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 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 0.15% |
$1.8K - $1.92K
|
12.9K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.36% |
$1.7K - $1.82K
|
5.03K
$566K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 1.05% |
$1.61K - $1.72K
|
1.64K
$184K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
17+ 100.0% |
$1.61K - $1.72K
|
34
$3.83K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 0.81% |
$1.61K - $1.72K
|
2.12K
$238K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
14+ 0.31% |
$1.32K - $1.41K
|
4.57K
$515K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13+ 1.09% |
$1.23K - $1.31K
|
1.2K
$135K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
12+ 0.36% |
$1.13K - $1.21K
|
3.36K
$378K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12+ 0.52% |
$1.13K - $1.21K
|
2.33K
$262K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10+ 0.15% |
$945 - $1.01K
|
6.47K
$728K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
10+ 1.92% |
$945 - $1.01K
|
530
$59.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.41% |
$851 - $909
|
2.22K
$250K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
9+ 0.33% |
$851 - $909
|
2.73K
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.88% |
$851 - $909
|
1.03K
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.25% |
$756 - $808
|
3.26K
$367K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.15% |
$662 - $707
|
4.61K
$519K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
7+ 0.04% |
$662 - $707
|
18.2K
$2.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 0.13% |
$567 - $606
|
4.66K
$525K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.09% |
$567 - $606
|
6.88K
$774K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.22% |
$473 - $505
|
2.24K
$252K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
5+ 0.2% |
$473 - $505
|
2.51K
$282K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5+ 0.12% |
$473 - $505
|
4.09K
$460K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.36% |
$378 - $404
|
1.12K
$126K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.04% |
$378 - $404
|
10K
$1.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$378 - $404
|
3.02K
$340K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
4+ 0.13% |
$378 - $404
|
3.18K
$358K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3+ 1.05% |
$284 - $303
|
290
$32.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.9% |
$284 - $303
|
337
$37.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$189 - $202
|
2.65K
$298K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.94% |
$189 - $202
|
215
$24.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.18% |
$189 - $202
|
1.12K
$126K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.01% |
$94.5 - $101
|
7.09K
$798K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$94.5 - $101
|
21
$2.36K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 0.22% |
$94.5 - $101
|
455
$51.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$94.5 - $101
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5- 0.04% |
$473 - $505
|
12.3K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6- 10.0% |
$567 - $606
|
54
$6.08K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6- 0.03% |
$567 - $606
|
17.3K
$1.94M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-6- 0.11% |
$567 - $606
|
5.43K
$612K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
SELL
|
- |
-11- 0.42% |
$1.04K - $1.11K
|
2.58K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12- 0.65% |
$1.13K - $1.21K
|
1.84K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17- 0.02% |
$1.61K - $1.72K
|
99.2K
$11.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-23- 0.4% |
$2.17K - $2.32K
|
5.78K
$650K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-25- 0.43% |
$2.36K - $2.52K
|
5.84K
$657K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27- 0.1% |
$2.55K - $2.73K
|
25.8K
$2.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-30- 0.45% |
$2.84K - $3.03K
|
6.63K
$746K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-36- 0.39% |
$3.4K - $3.64K
|
9.1K
$1.02M
|