Purchases and Sales Made in Q4 2021 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 2021. 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 13, 2022 Q4 2021
Soa Wealth Advisors, Llc.

BUY
 -
19
+ 0.15%
$1.8K - $1.92K
12.9K $1.54M
Jan 31, 2022 Q4 2021
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
19
+ 1.52%
$1.8K - $1.92K
1.27K $152K
Feb 14, 2022 Q4 2021
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
18
+ 0.36%
$1.7K - $1.82K
5.03K $603K
Feb 14, 2022 Q4 2021
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
17
+ 1.05%
$1.61K - $1.72K
1.64K $196K
Feb 14, 2022 Q4 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
17
+ 0.81%
$1.61K - $1.72K
2.12K $254K
Feb 10, 2022 Q4 2021
Citigroup Inc

BUY
 -
17
+ 100.0%
$1.61K - $1.72K
34 $4.08K
Jul 28, 2022 Q4 2021
Sanford Advisory Services, LLC

BUY
 -
14
+ 0.31%
$1.32K - $1.41K
4.57K $548K
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
13
+ 1.09%
$1.23K - $1.31K
1.2K $144K
Feb 11, 2022 Q4 2021
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
12
+ 0.52%
$1.13K - $1.21K
2.33K $280K
Feb 04, 2022 Q4 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
12
+ 0.36%
$1.13K - $1.21K
3.36K $403K
Jan 18, 2022 Q4 2021
Alpha Omega Wealth Management LLC

BUY
 -
10
+ 0.15%
$945 - $1.01K
6.47K $776K
Jan 31, 2022 Q4 2021
Carmichael Hill & Associates, Inc.

BUY
 -
9
+ 0.41%
$851 - $909
2.22K $266K
Feb 04, 2022 Q4 2021
Advisory Alpha, LLC

BUY
 -
9
+ 0.33%
$851 - $909
2.73K $327K
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

BUY
 -
9
+ 0.88%
$851 - $909
1.03K $124K
Feb 11, 2022 Q4 2021
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
8
+ 0.25%
$756 - $808
3.26K $391K
Jan 31, 2022 Q4 2021
Klingman & Associates, LLC

BUY
 -
7
+ 0.04%
$662 - $707
18.2K $2.18M
Jan 24, 2022 Q4 2021
Roman Butler Fullerton & CO

BUY
 -
7
+ 0.15%
$662 - $707
4.61K $553K
Feb 04, 2022 Q4 2021
Investment Partners, Ltd.

BUY
 -
6
+ 0.09%
$567 - $606
6.88K $825K
Jan 19, 2022 Q4 2021
Cypress Wealth Services, LLC

BUY
 -
6
+ 0.13%
$567 - $606
4.66K $559K
Feb 09, 2022 Q4 2021
Insight Advisors, LLC

Newtown, PA
BUY
 -
5
+ 0.22%
$473 - $505
2.24K $268K
Jan 10, 2022 Q4 2021
Carret Asset Management, LLC

BUY
 -
5
+ 0.2%
$473 - $505
2.51K $300K
Feb 04, 2022 Q4 2021
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
5
+ 0.12%
$473 - $505
4.09K $490K
Feb 02, 2022 Q4 2021
Axiom Investment Management LLC

New York, NY
BUY
 -
4
+ 0.13%
$378 - $404
3.18K $382K
Feb 11, 2022 Q4 2021
Gps Wealth Strategies Group, LLC

BUY
 -
4
+ 0.36%
$378 - $404
1.12K $134K
Jan 18, 2022 Q4 2021
Latitude Advisors, LLC

BUY
 -
4
+ 0.13%
$378 - $404
3.02K $362K
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

BUY
 -
4
+ 0.04%
$378 - $404
10K $1.2M
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
3
+ 0.9%
$284 - $303
337 $40.4K
Jan 26, 2022 Q4 2021
Strategic Asset Management, LLC

BUY
 -
3
+ 1.05%
$284 - $303
290 $34.8K
Jan 20, 2022 Q4 2021
High Mark Wealth Management LLC

BUY
 -
2
+ 0.94%
$189 - $202
215 $25.8K
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

BUY
 -
2
+ 0.18%
$189 - $202
1.12K $135K
Feb 08, 2022 Q4 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2
+ 0.08%
$189 - $202
2.65K $318K
Feb 08, 2022 Q4 2021
Simon Quick Advisors, LLC

BUY
 -
1
+ 5.0%
$94.5 - $101
21 $2.52K
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

BUY
 -
1
+ 0.01%
$94.5 - $101
7.09K $851K
Jan 24, 2022 Q4 2021
Cedar Mountain Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Feb 11, 2022 Q4 2021
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
0
New
$0 - $0
0 $0
Dec 19, 2023 Q4 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 15, 2022 Q4 2021
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-1
- 0.22%
$94.5 - $101
455 $54.6K
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1
Closed
$94.5 - $101
0 $0
Feb 14, 2022 Q4 2021
Fiduciary Group LLC

Savannah, GA
SELL
 -
-5
- 0.04%
$473 - $505
12.3K $1.47M
Feb 15, 2022 Q4 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-6
- 10.0%
$567 - $606
54 $6.48K
Feb 04, 2022 Q4 2021
Capital Advisors Wealth Management, LLC

SELL
 -
-6
- 0.11%
$567 - $606
5.43K $652K
Feb 10, 2022 Q4 2021
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-6
- 0.03%
$567 - $606
17.3K $2.07M
Feb 11, 2022 Q4 2021
Advisor Resource Council

SELL
 -
-11
- 0.42%
$1.04K - $1.11K
2.58K $309K
Feb 14, 2022 Q4 2021
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-12
- 0.65%
$1.13K - $1.21K
1.84K $220K
Feb 14, 2022 Q4 2021
Mariner, LLC

Overland Park, KS
SELL
 -
-17
- 0.02%
$1.61K - $1.72K
99.2K $11.9M
Jan 31, 2022 Q4 2021
Altium Wealth Management LLC

SELL
 -
-23
- 0.4%
$2.17K - $2.32K
5.78K $693K
Feb 08, 2022 Q4 2021
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-25
- 0.43%
$2.36K - $2.52K
5.84K $700K
Feb 10, 2022 Q4 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-27
- 0.1%
$2.55K - $2.73K
25.8K $3.1M
Jan 18, 2022 Q4 2021
Bcs Wealth Management

SELL
 -
-30
- 0.45%
$2.84K - $3.03K
6.63K $795K

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