IA
HDV

Insight Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Insight Advisors’s Portfolio HDV Stock Details HDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-9,365
Closed -$200K – 312
2022
Q1 		$200K Sell
9,365
-1,825
-16% -$37.9K 0.06% 304
2021
Q4 		$226K Buy
11,190
+25
+0.2% +$490 0.07% 284
2021
Q3 		$221K Buy
11,165
+20
+0.2% +$387 0.07% 281
2021
Q2 		$216K Sell
11,145
-3,755
-25% -$73K 0.07% 288
2021
Q1 		$285K Sell
14,900
-260
-2% -$4.74K 0.09% 268
2020
Q4 		$266K Buy
+15,160
New +$257K 0.1% 228

Other funds holding HDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Advisors's HDV Position: Q2 2022 in Review

Insight Advisors sold out of iShares Core High Dividend ETF (HDV) in Q2 2022, closing a stake of 9,365 shares — an estimated $200K sold.

Insight Advisors first reported a position in HDV in Q4 2020 and held it in 6 quarters. The position peaked at $285K in Q1 2021. 731 funds tracked by Wall St. Rank hold HDV as of Q2 2022.

  • Insight Advisors reported no remaining iShares Core High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Insight Advisors sold 9,365 iShares Core High Dividend ETF shares in Q2 2022, an estimated $200K.
  • Insight Advisors first reported a position in iShares Core High Dividend ETF in Q4 2020 and held it in 6 quarters.
  • Insight Advisors's iShares Core High Dividend ETF position peaked at $285K in Q1 2021.
  • 731 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2022.

Based on Insight Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.