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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
59New |
$5.52K - $6.38K
|
59
$6.78K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$5.43K - $6.28K
|
58
$6.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50New |
$4.68K - $5.41K
|
50
$5.75K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50+ 0.79% |
$4.68K - $5.41K
|
6.38K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
43+ 0.65% |
$4.02K - $4.65K
|
6.68K
$768K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
42+ 1.09% |
$3.93K - $4.54K
|
3.89K
$447K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 1.03% |
$3.56K - $4.11K
|
3.72K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
36+ 6.12% |
$3.37K - $3.89K
|
624
$71.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
34+ 1.42% |
$3.18K - $3.68K
|
2.43K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
31+ 8.4% |
$2.9K - $3.35K
|
400
$46K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
30+ 0.34% |
$2.81K - $3.25K
|
8.74K
$1M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
30+ 0.6% |
$2.81K - $3.25K
|
5.06K
$581K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
29New |
$2.71K - $3.14K
|
29
$3.33K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27+ 0.69% |
$2.53K - $2.92K
|
3.95K
$454K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 4.39% |
$2.34K - $2.7K
|
594
$68.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
24+ 9.38% |
$2.25K - $2.6K
|
280
$32.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22New |
$2.06K - $2.38K
|
22
$2.53K
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22+ 0.58% |
$2.06K - $2.38K
|
3.84K
$441K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
22+ 0.49% |
$2.06K - $2.38K
|
4.51K
$518K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21+ 0.28% |
$1.96K - $2.27K
|
7.43K
$854K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.87K - $2.16K
|
20
$2.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
20+ 0.26% |
$1.87K - $2.16K
|
7.6K
$873K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.83% |
$1.68K - $1.95K
|
2.18K
$250K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18+ 1.08% |
$1.68K - $1.95K
|
1.69K
$194K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
18+ 0.18% |
$1.68K - $1.95K
|
9.77K
$1.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17+ 0.48% |
$1.59K - $1.84K
|
3.58K
$412K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16+ 0.51% |
$1.5K - $1.73K
|
3.16K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.33% |
$1.5K - $1.73K
|
4.87K
$559K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15+ 0.52% |
$1.4K - $1.62K
|
2.91K
$334K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.24% |
$1.4K - $1.62K
|
6.28K
$721K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.31K - $1.51K
|
14
$1.61K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
14+ 2.45% |
$1.31K - $1.51K
|
586
$67.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
13+ 2.42% |
$1.22K - $1.41K
|
550
$63.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13+ 0.83% |
$1.22K - $1.41K
|
1.58K
$181K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
13+ 0.21% |
$1.22K - $1.41K
|
6.17K
$709K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
13New |
$1.22K - $1.41K
|
13
$1.49K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12+ 0.52% |
$1.12K - $1.3K
|
2.3K
$265K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11New |
$1.03K - $1.19K
|
11
$1.26K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10New |
$936 - $1.08K
|
10
$1.15K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10+ 0.31% |
$936 - $1.08K
|
3.21K
$368K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.23% |
$936 - $1.08K
|
4.31K
$495K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
10+ 0.27% |
$936 - $1.08K
|
3.68K
$422K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9New |
$842 - $974
|
9
$1.03K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
9+ 0.33% |
$842 - $974
|
2.76K
$317K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.04% |
$842 - $974
|
21.8K
$2.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 1.0% |
$842 - $974
|
910
$105K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8+ 0.18% |
$748 - $866
|
4.4K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7+ 0.06% |
$655 - $757
|
12.5K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.2% |
$655 - $757
|
3.45K
$397K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7+ 0.12% |
$655 - $757
|
5.78K
$664K
|