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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
729+ 0.9% |
$78.5K - $86.6K
|
82K
$9.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1- 0.02% |
$108 - $119
|
4.93K
$555K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
6.44K
$724K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
465+ 0.68% |
$50K - $55.2K
|
68.9K
$7.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
825New |
$88.8K - $98K
|
825
$92.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
215+ 2.53% |
$23.1K - $25.5K
|
8.73K
$983K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.7KNew |
$2.12M - $2.34M
|
19.7K
$2.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-32- 0.94% |
$3.44K - $3.8K
|
3.37K
$380K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-148- 4.74% |
$15.9K - $17.6K
|
2.97K
$335K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.23K+ 2.15% |
$348K - $384K
|
153K
$17.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
263+ 4.89% |
$28.3K - $31.2K
|
5.64K
$635K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.41K+ 11.55% |
$259K - $286K
|
23.2K
$2.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
256+ 11.06% |
$27.6K - $30.4K
|
2.57K
$289K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.08K+ 2.48% |
$116K - $128K
|
44.8K
$5.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-831- 30.69% |
$89.4K - $98.7K
|
1.88K
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
30+ 1.19% |
$3.23K - $3.56K
|
2.55K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
675New |
$72.6K - $80.2K
|
675
$76K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11K- 39.95% |
$1.18M - $1.3M
|
16.5K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
142+ 7.51% |
$15.3K - $16.9K
|
2.03K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
648+ 1.4% |
$69.7K - $77K
|
47K
$5.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-543- 3.15% |
$58.4K - $64.5K
|
16.7K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-291- 7.14% |
$31.3K - $34.6K
|
3.78K
$426K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
635+ 4.28% |
$68.3K - $75.4K
|
15.5K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
135+ 2.88% |
$14.5K - $16K
|
4.83K
$543K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.62K+ 12.03% |
$390K - $430K
|
33.8K
$3.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.82KNew |
$196K - $216K
|
1.82K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.65KNew |
$931K - $1.03M
|
8.65K
$974K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
145+ 0.9% |
$15.6K - $17.2K
|
16.3K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 1.56% |
$10K - $11K
|
5.87K
$661K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
155+ 1.58% |
$16.7K - $18.4K
|
9.96K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.41KNew |
$582K - $642K
|
5.41K
$609K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-191- 4.89% |
$20.6K - $22.7K
|
3.72K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-396- 25.55% |
$42.6K - $47K
|
1.15K
$130K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.24% |
$753 - $831
|
2.92K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.7K+ 351.45% |
$614K - $677K
|
7.33K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
37+ 1.88% |
$3.98K - $4.39K
|
2K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9K+ 16.86% |
$2.35M - $2.6M
|
152K
$17.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.67K+ 30.56% |
$180K - $198K
|
7.13K
$803K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-43- 1.28% |
$4.63K - $5.11K
|
3.33K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-110- 0.73% |
$11.8K - $13.1K
|
15K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
57+ 2.56% |
$6.13K - $6.77K
|
2.28K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
664+ 167.25% |
$71.5K - $78.9K
|
1.06K
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 0.27% |
$969 - $1.07K
|
3.34K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-302- 2.49% |
$32.5K - $35.9K
|
11.8K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.73K+ 1.8% |
$186K - $206K
|
98.1K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-73- 1.17% |
$7.86K - $8.67K
|
6.17K
$695K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-115- 0.63% |
$12.4K - $13.7K
|
18.2K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-79- 0.22% |
$8.5K - $9.38K
|
35.8K
$4.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-32- 0.67% |
$3.44K - $3.8K
|
4.73K
$533K
|