Purchases and Sales Made in Q3 2022 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26.5KNew |
$2.42M - $2.8M
|
26.5K
$3.03M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
24.1K+ 251.37% |
$2.2M - $2.55M
|
33.7K
$3.86M
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
23.7K+ 42.7% |
$2.17M - $2.51M
|
79.3K
$9.07M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
23.5K+ 89.77% |
$2.15M - $2.49M
|
49.8K
$5.69M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21.7K+ 330.22% |
$1.98M - $2.3M
|
28.3K
$3.24M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
21.7K+ 330.22% |
$1.98M - $2.3M
|
28.3K
$3.24M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.6KNew |
$1.97M - $2.29M
|
21.6K
$2.47M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 14.97% |
$1.94M - $2.25M
|
163K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
20.6KNew |
$1.88M - $2.18M
|
20.6K
$2.36M
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
20.5K+ 21.92% |
$1.87M - $2.17M
|
114K
$13M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
20.2KNew |
$1.85M - $2.14M
|
20.2K
$2.31M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.3K+ 2.64% |
$1.77M - $2.05M
|
753K
$86.2M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8K+ 63.41% |
$1.53M - $1.78M
|
43.2K
$4.94M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.4K+ 90.99% |
$1.49M - $1.73M
|
34.4K
$3.93M
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 494.5% |
$1.49M - $1.73M
|
19.7K
$2.25M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
15.6KNew |
$1.43M - $1.65M
|
15.6K
$1.79M
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
15.6K+ 75.12% |
$1.42M - $1.65M
|
36.3K
$4.16M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5K+ 5.82% |
$1.42M - $1.65M
|
282K
$32.3M
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4K+ 68.22% |
$1.41M - $1.63M
|
38K
$4.35M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14.3KNew |
$1.31M - $1.52M
|
14.3K
$1.64M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.3K+ 7.21% |
$1.3M - $1.51M
|
212K
$24.3M
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
13.1K+ 5.41% |
$1.2M - $1.39M
|
256K
$29.3M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.5K+ 17.34% |
$1.14M - $1.33M
|
84.6K
$9.69M
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.12M - $1.3M
|
12.3K
$1.4M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.2KNew |
$1.11M - $1.29M
|
12.2K
$1.39M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.9KNew |
$1.09M - $1.26M
|
11.9K
$1.36M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
11.5K+ 25.06% |
$1.05M - $1.22M
|
57.3K
$6.56M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.4KNew |
$1.05M - $1.21M
|
11.4K
$1.31M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.4K+ 23.17% |
$1.04M - $1.21M
|
60.5K
$6.92M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
10.8K+ 54.26% |
$988K - $1.15M
|
30.8K
$3.52M
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
10.6K+ 12.09% |
$966K - $1.12M
|
98.2K
$11.2M
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
10.5K+ 7.61% |
$962K - $1.12M
|
149K
$17.1M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
10.4K+ 62.75% |
$950K - $1.1M
|
27K
$3.09M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
9.99K+ 5.75% |
$912K - $1.06M
|
184K
$21M
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.8KNew |
$895K - $1.04M
|
9.8K
$1.12M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.43K+ 15.46% |
$860K - $999K
|
70.4K
$8.06M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.6K+ 69.53% |
$785K - $911K
|
21K
$2.4M
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8.37K+ 215.97% |
$764K - $887K
|
12.3K
$1.4M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.33K+ 40.64% |
$760K - $882K
|
28.8K
$3.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.15K+ 11.51% |
$744K - $864K
|
79K
$9.04M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.11K+ 45.27% |
$740K - $859K
|
26K
$2.98M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.81K+ 46.88% |
$713K - $827K
|
24.5K
$2.8M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.57KNew |
$691K - $802K
|
7.57K
$866K
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.53KNew |
$687K - $797K
|
7.53K
$861K
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
7.44KNew |
$679K - $788K
|
7.44K
$851K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.38K+ 18.15% |
$674K - $782K
|
48.1K
$5.5M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.84K+ 5.7% |
$624K - $725K
|
127K
$14.5M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.64KNew |
$606K - $703K
|
6.64K
$759K
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
6.33KNew |
$578K - $671K
|
6.33K
$725K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
6.24K+ 10.59% |
$570K - $661K
|
65.2K
$7.46M
|