Purchases and Sales Made in Q4 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-768- 9.88% |
$71.9K - $83.1K
|
7.01K
$790K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-775- 14.49% |
$72.5K - $83.8K
|
4.58K
$516K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-776- 6.6% |
$72.6K - $84K
|
11K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-776- 90.55% |
$72.6K - $84K
|
81
$9.14K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-778- 1.78% |
$72.8K - $84.2K
|
42.9K
$4.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-844- 61.79% |
$79K - $91.3K
|
522
$58.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-945- 2.74% |
$88.4K - $102K
|
33.5K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-954- 23.43% |
$89.3K - $103K
|
3.12K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-983- 18.33% |
$92K - $106K
|
4.38K
$494K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1K- 19.24% |
$93.7K - $108K
|
4.21K
$474K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 2.85% |
$97.8K - $113K
|
35.7K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.06K- 4.15% |
$98.7K - $114K
|
24.4K
$2.75M
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 88.15% |
$98.8K - $114K
|
142
$16K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.07K- 8.24% |
$100K - $116K
|
11.9K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 27.08% |
$102K - $118K
|
2.93K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 2.32% |
$105K - $121K
|
47K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.22K- 6.6% |
$114K - $132K
|
17.2K
$1.94M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 4.85% |
$120K - $139K
|
25.2K
$2.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.3K- 3.5% |
$122K - $141K
|
35.9K
$4.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 1.97% |
$123K - $142K
|
65.3K
$7.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 4.79% |
$131K - $151K
|
27.8K
$3.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.43K- 2.55% |
$134K - $154K
|
54.5K
$6.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.61K- 21.29% |
$151K - $174K
|
5.96K
$672K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.65K- 7.64% |
$154K - $178K
|
19.9K
$2.25M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.69K- 80.29% |
$158K - $183K
|
415
$46.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.76K- 32.01% |
$165K - $191K
|
3.74K
$422K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.82K- 37.78% |
$170K - $197K
|
3K
$338K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.92K- 5.21% |
$180K - $208K
|
35K
$3.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.99K- 1.49% |
$186K - $216K
|
132K
$14.8M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.12K- 98.06% |
$198K - $229K
|
42
$4.74K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.17K- 5.32% |
$203K - $234K
|
38.6K
$4.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.19K- 19.49% |
$205K - $237K
|
9.04K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.28K- 38.83% |
$213K - $246K
|
3.59K
$405K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.35K- 8.64% |
$220K - $255K
|
24.9K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.4K- 15.56% |
$225K - $260K
|
13K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.46K- 11.72% |
$230K - $266K
|
18.5K
$2.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.48K- 26.89% |
$232K - $269K
|
6.75K
$761K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.55K- 5.91% |
$238K - $276K
|
40.6K
$4.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 13.11% |
$241K - $279K
|
17.1K
$1.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.62K- 31.08% |
$245K - $284K
|
5.81K
$656K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 32.71% |
$249K - $288K
|
5.48K
$618K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.77K- 21.12% |
$259K - $300K
|
10.3K
$1.17M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.83K- 9.14% |
$265K - $306K
|
28.1K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3K- 48.39% |
$281K - $325K
|
3.2K
$361K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.17K- 59.1% |
$296K - $343K
|
2.19K
$247K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.21K- 37.11% |
$301K - $348K
|
5.45K
$614K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.23K- 98.84% |
$302K - $349K
|
38
$4.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.25K- 19.12% |
$304K - $352K
|
13.8K
$1.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.33K- 51.94% |
$311K - $360K
|
3.08K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.57K- 5.64% |
$334K - $386K
|
59.7K
$6.74M
|