Purchases and Sales Made in Q1 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.04% |
$702 - $756
|
16.8K
$1.92M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.54% |
$602 - $648
|
1.12K
$129K
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.11% |
$502 - $540
|
4.61K
$529K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.15% |
$502 - $540
|
3.23K
$370K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.21% |
$502 - $540
|
2.34K
$268K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.75% |
$401 - $432
|
534
$61.2K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.12% |
$401 - $432
|
3.23K
$370K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.39% |
$401 - $432
|
1.03K
$119K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.26% |
$301 - $324
|
1.16K
$133K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.14% |
$301 - $324
|
2.22K
$255K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.89% |
$301 - $324
|
340
$39K
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
BUY
|
- |
3+ 0.08% |
$301 - $324
|
3.9K
$447K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2+ 0.06% |
$201 - $216
|
3.36K
$385K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 0.93% |
$201 - $216
|
217
$24.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.69% |
$201 - $216
|
292
$33.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.04% |
$201 - $216
|
4.66K
$534K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$100 - $108
|
2.26K
$258K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$100 - $108
|
178
$20.4K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 2.56% |
$100 - $108
|
40
$4.58K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.01% |
$100 - $108
|
11.8K
$1.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1+ 0.04% |
$100 - $108
|
2.32K
$266K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1+ 0.2% |
$100 - $108
|
496
$56.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.09% |
$100 - $108
|
1.12K
$129K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1- 0.01% |
$100 - $108
|
18.7K
$2.14M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2- -0.0% |
$201 - $216
|
67.1K
$7.69M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.2% |
$803 - $864
|
4.04K
$463K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-9- 0.1% |
$903 - $972
|
8.81K
$1.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.09% |
$1.5K - $1.62K
|
17.2K
$1.97M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-17- 50.0% |
$1.71K - $1.84K
|
17
$1.95K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 1.79% |
$1.91K - $2.05K
|
1.04K
$119K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-24Closed |
$2.41K - $2.59K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-25- 0.46% |
$2.51K - $2.7K
|
5.44K
$623K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-25- 1.16% |
$2.51K - $2.7K
|
2.13K
$244K
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-25- 0.46% |
$2.51K - $2.7K
|
5.44K
$623K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-26- 0.98% |
$2.61K - $2.81K
|
2.63K
$302K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-27- 1.02% |
$2.71K - $2.91K
|
2.63K
$302K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-28- 0.23% |
$2.81K - $3.02K
|
12.4K
$1.42M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-30- 2.97% |
$3.01K - $3.24K
|
980
$112K
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-32- 0.63% |
$3.21K - $3.45K
|
5.07K
$581K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-35- 0.74% |
$3.51K - $3.78K
|
4.72K
$541K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.23% |
$3.71K - $3.99K
|
2.98K
$341K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-38- 6.04% |
$3.81K - $4.1K
|
591
$67.7K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-39- 0.73% |
$3.91K - $4.21K
|
5.28K
$605K
|
|
|
May 06, 2022
Q1 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-42- 1.97% |
$4.21K - $4.53K
|
2.09K
$239K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-45- 2.31% |
$4.51K - $4.86K
|
1.91K
$218K
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-46- 0.71% |
$4.61K - $4.97K
|
6.42K
$736K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$5.02K - $5.4K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-50- 9.35% |
$5.02K - $5.4K
|
485
$55.6K
|