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
|
Us Bancorp \De\
|
BUY
|
- |
11.5K+ 422.52% |
$1.08M - $1.25M
|
14.2K
$1.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
11.4K+ 22.85% |
$1.07M - $1.24M
|
61.5K
$7.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.4KNew |
$1.07M - $1.23M
|
11.4K
$1.31M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.3K+ 13.4% |
$1.05M - $1.22M
|
95.3K
$11M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
11.2K+ 19.48% |
$1.05M - $1.21M
|
68.5K
$7.87M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
10.8K+ 47.91% |
$1.01M - $1.17M
|
33.4K
$3.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.8K+ 41.38% |
$1.01M - $1.17M
|
36.8K
$4.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.4K+ 373.11% |
$972K - $1.12M
|
13.2K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.3KNew |
$963K - $1.11M
|
10.3K
$1.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
10.3KNew |
$960K - $1.11M
|
10.3K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10K+ 107.62% |
$935K - $1.08M
|
19.3K
$2.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.92K+ 2.88% |
$835K - $965K
|
319K
$36.7M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
8.74KNew |
$818K - $945K
|
8.74K
$1M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.54K+ 20.23% |
$799K - $924K
|
50.8K
$5.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.51K+ 10.06% |
$796K - $921K
|
93.1K
$10.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
8.22K+ 5.52% |
$769K - $890K
|
157K
$18.1M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
8.18K+ 7.17% |
$765K - $885K
|
122K
$14M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.08K+ 298.85% |
$756K - $875K
|
10.8K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7.81K+ 13.41% |
$731K - $845K
|
66.1K
$7.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.72KNew |
$722K - $835K
|
7.72K
$887K
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.17K+ 7.07% |
$671K - $776K
|
109K
$12.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.14KNew |
$668K - $773K
|
7.14K
$821K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.98KNew |
$653K - $755K
|
6.98K
$801K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6.6K+ 12.24% |
$617K - $714K
|
60.5K
$6.95M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.57K+ 23.18% |
$614K - $710K
|
34.9K
$4.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.57K+ 23.18% |
$614K - $710K
|
34.9K
$4.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.55K+ 10.41% |
$613K - $709K
|
69.5K
$7.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.53K+ 46.55% |
$611K - $706K
|
20.6K
$2.36M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.42K+ 405.82% |
$601K - $695K
|
8K
$919K
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6.12KNew |
$572K - $662K
|
6.12K
$703K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.04K+ 44.06% |
$565K - $653K
|
19.7K
$2.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.96K+ 55.74% |
$558K - $645K
|
16.7K
$1.91M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.81K+ 31.21% |
$543K - $628K
|
24.4K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.81K+ 5.82% |
$543K - $628K
|
106K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.76KNew |
$539K - $623K
|
5.76K
$662K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
5.71K+ 119.61% |
$534K - $618K
|
10.5K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
5.6K+ 133.13% |
$524K - $606K
|
9.81K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.54K+ 137.85% |
$518K - $599K
|
9.56K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.43KNew |
$508K - $587K
|
5.43K
$624K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.41K+ 48.03% |
$507K - $586K
|
16.7K
$1.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
5.35K+ 13.7% |
$501K - $579K
|
44.4K
$5.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
5.26KNew |
$492K - $569K
|
5.26K
$604K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
5.16K+ 5.26% |
$483K - $559K
|
103K
$11.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
BUY
|
- |
5.11KNew |
$478K - $553K
|
5.11K
$587K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.08K+ 1872.69% |
$475K - $549K
|
5.35K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.95K+ 395.53% |
$463K - $536K
|
6.2K
$713K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
4.72KNew |
$442K - $511K
|
4.72K
$543K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.72KNew |
$441K - $510K
|
4.72K
$542K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.58K+ 3.61% |
$428K - $495K
|
131K
$15.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
4.56K+ 36.02% |
$426K - $493K
|
17.2K
$1.98M
|