Latest Institutional Transactions on Ishares Core High Dividend ETF (HDV)
This table provides information on the latest institutional transactions involving Ishares Core High Dividend ETF (HDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.87K+ 77.72% |
$847K - $935K
|
18K
$2.04M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-216K- 87.79% |
$23.3M - $25.7M
|
30K
$3.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
45.4KNew |
$4.88M - $5.39M
|
45.4K
$5.15M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
24+ 0.92% |
$2.58K - $2.85K
|
2.63K
$298K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.43KNew |
$800K - $883K
|
7.43K
$844K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
119+ 1.21% |
$12.8K - $14.1K
|
9.96K
$1.13M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
108+ 57.14% |
$11.6K - $12.8K
|
297
$33.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-60- 0.84% |
$6.46K - $7.13K
|
7.07K
$802K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.54K+ 16.72% |
$596K - $657K
|
38.6K
$4.39M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
166+ 27.67% |
$17.9K - $19.7K
|
766
$86.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
59+ 0.81% |
$6.35K - $7.01K
|
7.36K
$835K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.19K- 20.88% |
$235K - $259K
|
8.28K
$940K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
10.8K+ 1.51% |
$1.16M - $1.28M
|
725K
$82.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.4K+ 11.73% |
$3.81M - $4.2M
|
337K
$38.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.26K+ 43.04% |
$135K - $150K
|
4.18K
$475K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
225+ 1.3% |
$24.2K - $26.7K
|
17.5K
$1.99M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
38+ 1.92% |
$4.09K - $4.51K
|
2.02K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
378K+ 372.64% |
$40.7M - $44.9M
|
480K
$54.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
542New |
$58.3K - $64.4K
|
542
$61.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
657+ 18.06% |
$70.7K - $78K
|
4.3K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.38KNew |
$579K - $639K
|
5.38K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.59K+ 10.18% |
$278K - $307K
|
28K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.46K- 71.68% |
$265K - $293K
|
973
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.8KNew |
$4.6M - $5.08M
|
42.8K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-200- 1.45% |
$21.5K - $23.8K
|
13.6K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-411- 2.2% |
$44.2K - $48.8K
|
18.2K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.7K+ 11.31% |
$2.23M - $2.46M
|
203K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09MNew |
$117M - $129M
|
1.09M
$124M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13- 0.04% |
$1.4K - $1.54K
|
31.9K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.85K- 6.24% |
$199K - $220K
|
27.8K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.47K+ 0.5% |
$804K - $887K
|
1.51M
$172M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.41K- 2.65% |
$582K - $642K
|
199K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-248- 0.7% |
$26.7K - $29.5K
|
34.9K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
38.7KNew |
$4.16M - $4.59M
|
38.7K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.15K+ 3.39% |
$339K - $374K
|
96.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
180+ 1.83% |
$19.4K - $21.4K
|
9.99K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.37K+ 230.38% |
$901K - $994K
|
12K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
4.68K+ 74.05% |
$503K - $555K
|
11K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
3.98KNew |
$428K - $473K
|
3.98K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 0.42% |
$123K - $136K
|
272K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.11% |
$753 - $831
|
6.4K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.56K- 14.95% |
$384K - $423K
|
20.3K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 26.2% |
$3.41M - $3.76M
|
153K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.96K- 8.97% |
$318K - $351K
|
30K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
24+ 0.6% |
$2.58K - $2.85K
|
4K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-651- 1.18% |
$70.1K - $77.3K
|
54.3K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.94K- 6.06% |
$317K - $350K
|
45.6K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.95K- 4.64% |
$317K - $350K
|
60.5K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
404+ 1.34% |
$43.5K - $48K
|
30.5K
$3.46M
|