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 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-683- 1.69% |
$64.6K - $69K
|
39.8K
$4.52M
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-690- 17.82% |
$65.2K - $69.7K
|
3.18K
$361K
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-738- 2.07% |
$69.7K - $74.5K
|
34.9K
$3.96M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-753- 19.97% |
$71.2K - $76K
|
3.02K
$342K
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-775- 35.63% |
$73.2K - $78.3K
|
1.4K
$159K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-867- 12.35% |
$81.9K - $87.6K
|
6.16K
$699K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-898- 46.36% |
$84.9K - $90.7K
|
1.04K
$118K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-919- 20.18% |
$86.9K - $92.8K
|
3.64K
$413K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-976- 26.43% |
$92.2K - $98.6K
|
2.72K
$308K
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-987- 13.68% |
$93.3K - $99.7K
|
6.23K
$707K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1K- 13.64% |
$94.5K - $101K
|
6.33K
$719K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-1.01KClosed |
$95.3K - $102K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.02K- 7.28% |
$96.4K - $103K
|
13K
$1.47M
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.12K- 32.35% |
$106K - $113K
|
2.34K
$266K
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.13K- 8.0% |
$107K - $114K
|
13K
$1.47M
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.14K- 6.83% |
$107K - $115K
|
15.5K
$1.76M
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.14K- 2.86% |
$108K - $115K
|
38.8K
$4.4M
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-1.19K- 3.8% |
$112K - $120K
|
30.1K
$3.42M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.22KClosed |
$115K - $123K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.26K- 3.33% |
$119K - $127K
|
36.6K
$4.16M
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.38K- 8.54% |
$130K - $139K
|
14.7K
$1.67M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 4.32% |
$136K - $146K
|
31.9K
$3.62M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.5K- 8.12% |
$142K - $152K
|
17K
$1.93M
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.63K- 18.93% |
$154K - $164K
|
6.97K
$791K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.63K- 42.51% |
$154K - $165K
|
2.21K
$251K
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.83K- 18.63% |
$172K - $184K
|
7.97K
$905K
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 4.8% |
$177K - $189K
|
37.2K
$4.22M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17K- 10.54% |
$205K - $219K
|
18.4K
$2.09M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-2.2KClosed |
$207K - $222K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.26KClosed |
$214K - $228K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.34K- 15.01% |
$222K - $237K
|
13.3K
$1.51M
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.36K- 3.28% |
$223K - $238K
|
69.5K
$7.89M
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-2.44K- 3.93% |
$231K - $247K
|
59.8K
$6.79M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.8K- 5.78% |
$265K - $283K
|
45.7K
$5.19M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.88K- 3.55% |
$272K - $291K
|
78.4K
$8.9M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-3.14KClosed |
$297K - $317K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.17K- 40.78% |
$300K - $320K
|
4.6K
$523K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.2K- 13.33% |
$302K - $323K
|
20.8K
$2.36M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.26K- 16.12% |
$308K - $329K
|
17K
$1.92M
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-3.26K- 40.54% |
$308K - $329K
|
4.78K
$543K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.26K- 44.42% |
$308K - $329K
|
4.08K
$463K
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-3.61KClosed |
$341K - $364K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.66K- 0.65% |
$346K - $370K
|
564K
$64M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.92KClosed |
$370K - $396K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.99K- 1.51% |
$377K - $403K
|
260K
$29.6M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-4.03K- 9.64% |
$380K - $406K
|
37.7K
$4.28M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.11K- 30.93% |
$388K - $415K
|
9.18K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.25K- 3.71% |
$401K - $429K
|
110K
$12.5M
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.34K- 11.84% |
$410K - $438K
|
32.3K
$3.67M
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-4.46KClosed |
$422K - $451K
|
0
$0
|