Purchases and Sales Made in Q4 2022 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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 24, 2023 Q4 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.12K
+ 9.8%
$105K - $121K
12.6K $1.42M
Jan 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

BUY
 -
1.1K
+ 6.72%
$103K - $119K
17.5K $1.97M
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1.09K
New
$102K - $118K
1.09K $123K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
1.04K
New
$97.7K - $113K
1.04K $118K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.02K
+ 18.73%
$95.5K - $110K
6.47K $730K
Jan 09, 2023 Q4 2022
Ayalon Insurance Comp Ltd.

BUY
 -
1K
+ 3.51%
$93.8K - $109K
29.6K $3.33M
Feb 09, 2023 Q4 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
978
+ 13.15%
$91.5K - $106K
8.42K $950K
Jan 19, 2023 Q4 2022
Investment Advisory Group, LLC

BUY
 -
940
+ 5.76%
$87.9K - $102K
17.3K $1.95M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
933
New
$87.3K - $101K
933 $105K
Feb 10, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
930
+ 23.82%
$87K - $101K
4.84K $545K
Feb 10, 2023 Q4 2022
Fortune 45 LLC

BUY
 -
911
+ 1.23%
$85.2K - $98.6K
75.2K $8.49M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
905
+ 30.17%
$84.7K - $97.9K
3.91K $440K
Feb 10, 2023 Q4 2022
Eq LLC

Mercer Island, WA
BUY
 -
868
+ 3.13%
$81.2K - $93.9K
28.6K $3.23M
Feb 09, 2023 Q4 2022
Citizens National Bank Trust Department

BUY
 -
850
+ 39.08%
$79.5K - $92K
3.03K $341K
Feb 01, 2023 Q4 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
834
+ 8.76%
$78K - $90.2K
10.4K $1.17M
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
825
New
$77.2K - $89.3K
825 $93.1K
Feb 09, 2023 Q4 2022
Mai Capital Management

BUY
 -
807
+ 15.26%
$75.5K - $87.3K
6.1K $688K
Feb 09, 2023 Q4 2022
Scotia Capital Inc.

BUY
 -
795
+ 1.95%
$74.4K - $86K
41.6K $4.7M
Feb 13, 2023 Q4 2022
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
769
+ 0.64%
$71.9K - $83.2K
122K $13.7M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
760
New
$71.1K - $82.2K
760 $85.7K
Feb 14, 2023 Q4 2022
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
758
+ 1.88%
$70.9K - $82K
41.1K $4.64M
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
750
+ 1271.19%
$70.2K - $81.1K
809 $91.3K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
746
+ 33.41%
$69.8K - $80.7K
2.98K $336K
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
724
+ 5.5%
$67.7K - $78.3K
13.9K $1.57M
Jan 19, 2023 Q4 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
720
New
$67.4K - $77.9K
720 $81.2K
Feb 09, 2023 Q4 2022
Tacita Capital Inc

Toronto, A6
BUY
 -
715
+ 9.59%
$66.9K - $77.4K
8.17K $922K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
696
+ 0.43%
$65.1K - $75.3K
162K $18.3M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
691
+ 8.73%
$64.6K - $74.8K
8.61K $971K
Jan 20, 2023 Q4 2022
Global Strategic Investment Solutions, LLC

BUY
 -
670
+ 0.61%
$62.7K - $72.5K
111K $12.6M
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
662
+ 15.08%
$61.9K - $71.6K
5.05K $570K
Jan 17, 2023 Q4 2022
Connecticut Wealth Management, LLC

BUY
 -
660
+ 0.7%
$61.7K - $71.4K
94.3K $10.6M
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

BUY
 -
652
+ 3.06%
$61K - $70.5K
22K $2.48M
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
652
+ 3.36%
$61K - $70.5K
20.1K $2.26M
Feb 09, 2023 Q4 2022
Strategic Equity Management

BUY
 -
648
+ 0.62%
$60.6K - $70.1K
105K $11.8M
Jan 19, 2023 Q4 2022
Round Rock Advisors, LLC

BUY
 -
629
+ 24.86%
$58.8K - $68.1K
3.16K $356K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
627
New
$58.7K - $67.8K
627 $70.7K
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
578
+ 12.07%
$54.1K - $62.5K
5.37K $605K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
572
New
$53.5K - $61.9K
572 $64.5K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
531
+ 414.84%
$49.7K - $57.4K
659 $74.3K
Jan 24, 2023 Q4 2022
Cra Financial Services, LLC

BUY
 -
502
+ 1.7%
$47K - $54.3K
30.1K $3.4M
Feb 13, 2023 Q4 2022
Carmichael Hill & Associates, Inc.

BUY
 -
499
+ 22.41%
$46.7K - $54K
2.73K $307K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
488
+ 47.8%
$45.7K - $52.8K
1.51K $170K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
453
+ 36.89%
$42.4K - $49K
1.68K $190K
Feb 10, 2023 Q4 2022
Nbt Bank N A

BUY
 -
450
+ 5.17%
$42.1K - $48.7K
9.16K $1.03M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
450
+ 0.86%
$42.1K - $48.7K
52.5K $5.92M
Feb 17, 2023 Q4 2022
Compass Wealth Management LLC

Guilford, CT
BUY
 -
444
New
$41.5K - $48K
444 $50.1K
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
418
+ 3.67%
$39.1K - $45.2K
11.8K $1.33M
Jan 24, 2023 Q4 2022
National Bank Of Canada

BUY
 -
406
+ 2.77%
$38K - $43.9K
15.1K $1.7M
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
400
New
$37.4K - $43.3K
400 $45.1K

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