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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-25.5K- 44.12% |
$2.39M - $2.76M
|
32.3K
$3.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28.4K- 30.47% |
$2.66M - $3.08M
|
64.9K
$7.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29.4K- 51.89% |
$2.75M - $3.18M
|
27.3K
$3.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-29.6K- 2.89% |
$2.77M - $3.21M
|
995K
$114M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-30.8K- 75.91% |
$2.88M - $3.34M
|
9.78K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.1K- 11.01% |
$2.91M - $3.36M
|
251K
$28.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-33.4K- 47.75% |
$3.12M - $3.61M
|
36.5K
$4.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-33.7K- 63.94% |
$3.15M - $3.64M
|
19K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-34.3K- 91.08% |
$3.21M - $3.71M
|
3.36K
$385K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-37.6K- 86.31% |
$3.51M - $4.06M
|
5.96K
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38K- 71.67% |
$3.55M - $4.11M
|
15K
$1.72M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-38.7K- 27.17% |
$3.62M - $4.19M
|
104K
$11.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-41.1K- 62.1% |
$3.85M - $4.45M
|
25.1K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41.7K- 19.67% |
$3.9M - $4.51M
|
170K
$19.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42.2K- 16.87% |
$3.95M - $4.57M
|
208K
$23.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-43.5K- 42.35% |
$4.07M - $4.71M
|
59.2K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-49.3K- 94.51% |
$4.62M - $5.34M
|
2.87K
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-54.6K- 68.78% |
$5.11M - $5.9M
|
24.8K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57.2K- 27.86% |
$5.35M - $6.19M
|
148K
$17M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-57.2K- 27.86% |
$5.35M - $6.19M
|
148K
$17M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-65.7K- 93.35% |
$6.15M - $7.11M
|
4.68K
$538K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-66.2K- 96.79% |
$6.19M - $7.16M
|
2.19K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-77.1K- 94.03% |
$7.21M - $8.34M
|
4.89K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-79.8K- 91.33% |
$7.46M - $8.63M
|
7.57K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-84.3K- 49.49% |
$7.89M - $9.12M
|
86.1K
$9.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-84.4K- 76.35% |
$7.9M - $9.13M
|
26.1K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-84.7K- 77.65% |
$7.93M - $9.17M
|
24.4K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-84.9K- 33.91% |
$7.94M - $9.19M
|
165K
$19M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-102K- 15.58% |
$9.58M - $11.1M
|
555K
$63.7M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-124K- 18.67% |
$11.6M - $13.5M
|
542K
$62.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-146K- 90.9% |
$13.6M - $15.8M
|
14.6K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-148K- 95.78% |
$13.8M - $16M
|
6.5K
$747K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-221K- 8.67% |
$20.7M - $23.9M
|
2.33M
$268M
|
|
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-237K- 41.93% |
$22.2M - $25.6M
|
328K
$37.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-293K- 41.66% |
$27.4M - $31.7M
|
410K
$47.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-294K- 32.65% |
$27.5M - $31.8M
|
607K
$69.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-520K- 25.62% |
$48.6M - $56.2M
|
1.51M
$173M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-581K- 96.59% |
$54.3M - $62.8M
|
20.5K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-595K- 99.04% |
$55.7M - $64.4M
|
5.77K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-631K- 56.16% |
$59M - $68.2M
|
492K
$56.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-633K- 15.8% |
$59.2M - $68.4M
|
3.37M
$387M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-875K- 31.81% |
$81.9M - $94.7M
|
1.88M
$215M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.15M- 95.5% |
$108M - $124M
|
54.2K
$6.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34M- 43.55% |
$312M - $361M
|
4.33M
$497M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.19M- 99.98% |
$766M - $886M
|
1.58K
$182K
|