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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30.1K+ 255.05% |
$2.82M - $3.26M
|
42K
$4.82M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
30KNew |
$2.81M - $3.25M
|
30K
$3.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
29.6K+ 1343.98% |
$2.77M - $3.2M
|
31.8K
$3.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
29.3K+ 13.48% |
$2.74M - $3.17M
|
246K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
28.5K+ 57.23% |
$2.66M - $3.08M
|
78.2K
$8.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
28.3K+ 13.96% |
$2.65M - $3.07M
|
231K
$26.6M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
27.8K+ 3.69% |
$2.6M - $3.01M
|
781K
$89.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
27.4KNew |
$2.56M - $2.96M
|
27.4K
$3.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26.9KNew |
$2.52M - $2.92M
|
26.9K
$3.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
26.8K+ 33.75% |
$2.5M - $2.9M
|
106K
$12.2M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.6K+ 11.29% |
$2.49M - $2.88M
|
262K
$30.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.9KNew |
$2.42M - $2.8M
|
25.9K
$2.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
24.4KNew |
$2.28M - $2.64M
|
24.4K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
24.2K+ 9.5% |
$2.27M - $2.62M
|
279K
$32.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
23.8KNew |
$2.23M - $2.57M
|
23.8K
$2.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
23.8KNew |
$2.22M - $2.57M
|
23.8K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.6K+ 8.42% |
$2.21M - $2.55M
|
303K
$34.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
23.4K+ 179.7% |
$2.19M - $2.54M
|
36.5K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
22.5K+ 21.58% |
$2.1M - $2.43M
|
127K
$14.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 160.14% |
$2.09M - $2.41M
|
36.2K
$4.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.2KNew |
$2.07M - $2.4M
|
22.2K
$2.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22.1KNew |
$2.07M - $2.39M
|
22.1K
$2.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
21.7K+ 42.16% |
$2.03M - $2.34M
|
73K
$8.39M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
21.4K+ 11.64% |
$2M - $2.32M
|
205K
$23.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21.1KNew |
$1.97M - $2.28M
|
21.1K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21KNew |
$1.97M - $2.28M
|
21K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.2K+ 57.39% |
$1.89M - $2.19M
|
55.4K
$6.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
20.1KNew |
$1.88M - $2.18M
|
20.1K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18.3K+ 128.03% |
$1.72M - $1.98M
|
32.7K
$3.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
18K+ 40.0% |
$1.68M - $1.95M
|
63K
$7.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17.9K+ 17.08% |
$1.68M - $1.94M
|
123K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
17K+ 43.54% |
$1.59M - $1.83M
|
55.9K
$6.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
16.8KNew |
$1.57M - $1.82M
|
16.8K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
16.8K+ 238.5% |
$1.57M - $1.81M
|
23.8K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
16.1K+ 29.16% |
$1.5M - $1.74M
|
71.2K
$8.18M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 12.12% |
$1.48M - $1.71M
|
146K
$16.8M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15K+ 296.26% |
$1.41M - $1.63M
|
20.1K
$2.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.9K+ 34.52% |
$1.39M - $1.61M
|
58.1K
$6.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14.3KNew |
$1.34M - $1.55M
|
14.3K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.9KNew |
$1.3M - $1.5M
|
13.9K
$1.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
13.4KNew |
$1.26M - $1.45M
|
13.4K
$1.54M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9KNew |
$1.21M - $1.4M
|
12.9K
$1.49M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.9KNew |
$1.21M - $1.39M
|
12.9K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
12.6KNew |
$1.18M - $1.36M
|
12.6K
$1.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.5K+ 158.08% |
$1.17M - $1.36M
|
20.5K
$2.35M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
12.5K+ 20.62% |
$1.17M - $1.35M
|
73K
$8.39M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.4K+ 57.54% |
$1.16M - $1.34M
|
34K
$3.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
12.1KNew |
$1.13M - $1.3M
|
12.1K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.6K+ 8.38% |
$1.09M - $1.25M
|
150K
$17.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11.5KNew |
$1.08M - $1.25M
|
11.5K
$1.33M
|