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 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
4.42K+ 28.19% |
$413K - $478K
|
20.1K
$2.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.33K+ 32.5% |
$405K - $469K
|
17.7K
$1.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.3K+ 61.93% |
$403K - $466K
|
11.3K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.29K+ 5.06% |
$402K - $464K
|
89.2K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.27KNew |
$400K - $462K
|
4.27K
$482K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.08K+ 86.04% |
$382K - $442K
|
8.82K
$995K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.95K+ 6.47% |
$369K - $427K
|
64.9K
$7.32M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
3.91KNew |
$366K - $423K
|
3.91K
$441K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.9K+ 22.07% |
$365K - $422K
|
21.6K
$2.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.8K+ 0.85% |
$356K - $411K
|
453K
$51.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.77K+ 3.08% |
$353K - $408K
|
126K
$14.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.75K+ 45.72% |
$351K - $406K
|
12K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.55K+ 1.35% |
$332K - $384K
|
267K
$30.2M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.53KNew |
$330K - $382K
|
3.53K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$327K - $378K
|
3.5K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.49K+ 58.71% |
$327K - $378K
|
9.44K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.49KNew |
$326K - $377K
|
3.49K
$393K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.47K+ 80.85% |
$325K - $375K
|
7.76K
$876K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.45KNew |
$323K - $373K
|
3.45K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.39K+ 11.48% |
$317K - $366K
|
32.9K
$3.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$312K - $361K
|
3.33K
$376K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.31KNew |
$310K - $359K
|
3.31K
$374K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.23K+ 8.38% |
$302K - $349K
|
41.8K
$4.71M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.19KNew |
$298K - $345K
|
3.19K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.18KNew |
$297K - $344K
|
3.18K
$358K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.14KNew |
$293K - $339K
|
3.14K
$354K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
3.07KNew |
$287K - $332K
|
3.07K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.07K+ 24.47% |
$287K - $332K
|
15.6K
$1.76M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.02K+ 11.8% |
$283K - $327K
|
28.6K
$3.23M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
3.01KNew |
$282K - $326K
|
3.01K
$339K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.93KNew |
$274K - $317K
|
2.93K
$331K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.88KNew |
$269K - $311K
|
2.88K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.86KNew |
$268K - $310K
|
2.86K
$323K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.83K+ 6.67% |
$265K - $307K
|
45.3K
$5.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.76K+ 1.5% |
$258K - $299K
|
187K
$21.1M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.76K+ 6.15% |
$258K - $298K
|
47.6K
$5.37M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 16.71% |
$257K - $298K
|
19.2K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.68KNew |
$251K - $290K
|
2.68K
$302K
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.68K+ 19.05% |
$251K - $290K
|
16.7K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
2.67K+ 24.44% |
$249K - $288K
|
13.6K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.65K+ 7.75% |
$248K - $287K
|
36.9K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.61KNew |
$244K - $282K
|
2.61K
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.6K+ 1.12% |
$243K - $281K
|
235K
$26.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.54KNew |
$238K - $275K
|
2.54K
$287K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
2.52KNew |
$236K - $273K
|
2.52K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.51K+ 12.84% |
$235K - $272K
|
22.1K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.5KNew |
$234K - $270K
|
2.5K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
2.5K+ 3.13% |
$234K - $270K
|
82.3K
$9.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.49K+ 53.42% |
$233K - $270K
|
7.16K
$807K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.45K+ 15.17% |
$229K - $265K
|
18.6K
$2.1M
|