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
Feb 15, 2023 Q4 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
7
+ 0.04%
$655 - $757
15.9K $1.83M
Jan 17, 2023 Q4 2022
Compass Ion Advisors, LLC

BUY
 -
6
+ 0.24%
$561 - $649
2.55K $293K
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
6
+ 1.1%
$561 - $649
550 $63.2K
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
5
+ 0.21%
$468 - $541
2.38K $273K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
4
+ 1.16%
$374 - $433
350 $40.2K
Feb 14, 2023 Q4 2022
Wealthstar Advisors, LLC

Plano, TX
BUY
 -
4
+ 0.14%
$374 - $433
2.87K $329K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
4
+ 0.06%
$374 - $433
6.67K $767K
Feb 13, 2023 Q4 2022
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
3
+ 0.02%
$281 - $325
17.7K $2.04M
Jan 06, 2023 Q4 2022
Rise Advisors, LLC

BUY
 -
2
+ 1.17%
$187 - $216
173 $19.9K
Sep 21, 2023 Q4 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 13, 2023 Q4 2022
Cedar Mountain Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Jul 19, 2024 Q4 2022
Pathway Financial Advisers, LLC

Auburn, IN
SELL
 -
-2
- 3.92%
$187 - $216
49 $5.63K
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-3
- 0.68%
$281 - $325
435 $50K
Feb 09, 2023 Q4 2022
Financial Network Wealth Management LLC

Draper, UT
SELL
 -
-4
- 0.07%
$374 - $433
5.71K $656K
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

SELL
 -
-5
- 12.82%
$468 - $541
34 $3.91K
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

SELL
 -
-5
- 0.45%
$468 - $541
1.1K $127K
Jan 13, 2023 Q4 2022
Flagship Harbor Advisors, LLC

SELL
 -
-7
- 0.05%
$655 - $757
13.1K $1.5M
Jan 12, 2023 Q4 2022
Smith Chas P & Associates Pa Cpas

SELL
 -
-8
- 0.18%
$748 - $866
4.55K $523K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-9
- 2.66%
$842 - $974
329 $37.8K
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-11
- 0.11%
$1.03K - $1.19K
10K $1.15M
Feb 01, 2023 Q4 2022
Patten & Patten Inc

SELL
 -
-15
- 0.15%
$1.4K - $1.62K
9.75K $1.12M
May 23, 2023 Q4 2022
Barrett & Company, Inc.

Providence, RI
SELL
 -
-16
- 0.55%
$1.5K - $1.73K
2.87K $330K
Feb 13, 2023 Q4 2022
Sheaff Brock Investment Advisors, LLC

SELL
 -
-21
- 0.72%
$1.96K - $2.27K
2.88K $331K
Feb 09, 2023 Q4 2022
Trust CO Of Vermont

SELL
 -
-23
- 30.67%
$2.15K - $2.49K
52 $5.97K
Feb 02, 2023 Q4 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
SELL
 -
-25
- 0.2%
$2.34K - $2.7K
12.6K $1.45M
Jan 24, 2023 Q4 2022
Harbor Investment Advisory, LLC

SELL
 -
-26
- 0.2%
$2.43K - $2.81K
12.9K $1.48M
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-30
- 2.51%
$2.81K - $3.25K
1.17K $134K
Feb 08, 2023 Q4 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-34
- 0.62%
$3.18K - $3.68K
5.43K $624K
Feb 13, 2023 Q4 2022
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-34
- 1.32%
$3.18K - $3.68K
2.54K $291K
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
SELL
 -
-45
Closed
$4.21K - $4.87K
0 $0
Jan 20, 2023 Q4 2022
Avestar Capital, LLC

SELL
 -
-60
- 0.27%
$5.61K - $6.49K
22K $2.53M
Jan 25, 2023 Q4 2022
Lake Street Financial LLC

SELL
 -
-63
- 1.64%
$5.89K - $6.82K
3.79K $435K
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-70
- 5.05%
$6.55K - $7.57K
1.32K $151K
Jan 19, 2023 Q4 2022
Marion Wealth Management

SELL
 -
-70
- 1.41%
$6.55K - $7.57K
4.91K $564K
Jan 20, 2023 Q4 2022
Advisor Resource Council

SELL
 -
-70
- 2.71%
$6.55K - $7.57K
2.51K $288K
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

SELL
 -
-72
- 1.94%
$6.74K - $7.79K
3.64K $418K
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-73
- 0.38%
$6.83K - $7.9K
18.9K $2.17M
Feb 01, 2023 Q4 2022
Cornell Pochily Investment Advisors, Inc.

SELL
 -
-73
- 0.61%
$6.83K - $7.9K
11.9K $1.37M
Jan 09, 2023 Q4 2022
Weaver Consulting Group

SELL
 -
-75
- 0.72%
$7.02K - $8.11K
10.3K $1.18M
Feb 13, 2023 Q4 2022
Northwest Bancshares, Inc.

Warren, PA
SELL
 -
-83
- 0.76%
$7.77K - $8.98K
10.8K $1.24M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

SELL
 -
-83
- 3.26%
$7.77K - $8.98K
2.46K $283K
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-85
- 0.14%
$7.95K - $9.2K
60.4K $6.94M
Jan 11, 2023 Q4 2022
Onyx Bridge Wealth Group LLC

SELL
 -
-95
- 1.43%
$8.89K - $10.3K
6.54K $751K
Feb 10, 2023 Q4 2022
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-100
- 1.01%
$9.36K - $10.8K
9.79K $1.12M
Jan 10, 2023 Q4 2022
Carret Asset Management, LLC

SELL
 -
-100
- 4.16%
$9.36K - $10.8K
2.31K $265K
Feb 09, 2023 Q4 2022
Biondo Investment Advisors, LLC

Milford, PA
SELL
 -
-105
- 1.15%
$9.82K - $11.4K
9K $1.03M
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

SELL
 -
-110
- 0.61%
$10.3K - $11.9K
17.8K $2.05M
Jan 31, 2023 Q4 2022
Chatham Capital Group, Inc.

SELL
 -
-120
- 0.42%
$11.2K - $13K
28.1K $3.23M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-124
- 0.39%
$11.6K - $13.4K
32K $3.68M

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