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 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-300- 8.71% |
$32.3K - $35.6K
|
3.14K
$357K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
25+ 0.18% |
$2.69K - $2.97K
|
13.6K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.6K+ 6.67% |
$172K - $189K
|
25.5K
$2.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.56K+ 10.26% |
$168K - $185K
|
16.8K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
119+ 1.36% |
$12.8K - $14.1K
|
8.86K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-177- 1.07% |
$19K - $21K
|
16.4K
$1.86M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 0.52% |
$117K - $129K
|
210K
$23.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 9.87% |
$3.98K - $4.39K
|
338
$38.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
541+ 3.28% |
$58.2K - $64.2K
|
17K
$1.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-61- 4.89% |
$6.56K - $7.24K
|
1.19K
$135K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 11.55% |
$121K - $134K
|
10.9K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
516+ 0.28% |
$55.5K - $61.3K
|
185K
$21M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
233+ 9.02% |
$25.1K - $27.7K
|
2.82K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
78+ 2.44% |
$8.39K - $9.26K
|
3.28K
$372K
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.8K- 64.73% |
$1.17M - $1.29M
|
5.91K
$671K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.52% |
$5.38K - $5.94K
|
9.62K
$1.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.35K- 7.95% |
$468K - $516K
|
50.3K
$5.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-432- 1.62% |
$46.5K - $51.3K
|
26.2K
$2.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.7K+ 58.93% |
$183K - $202K
|
4.59K
$520K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.43KNew |
$262K - $289K
|
2.43K
$276K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-85- 1.37% |
$9.15K - $10.1K
|
6.14K
$696K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 20.63% |
$7K - $7.72K
|
250
$28.4K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.82KNew |
$196K - $216K
|
1.82K
$206K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
374+ 7.25% |
$40.2K - $44.4K
|
5.54K
$628K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-968- 1.19% |
$104K - $115K
|
80.5K
$9.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.62K+ 6.39% |
$282K - $312K
|
43.7K
$4.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12- 0.43% |
$1.29K - $1.43K
|
2.76K
$313K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.12K+ 30.48% |
$228K - $251K
|
9.06K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
69+ 0.01% |
$7.43K - $8.19K
|
465K
$52.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.07K+ 15.75% |
$115K - $127K
|
7.87K
$893K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
428+ 12.31% |
$46.1K - $50.8K
|
3.9K
$443K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.86K+ 9.71% |
$630K - $695K
|
66.1K
$7.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-264- 4.03% |
$28.4K - $31.4K
|
6.28K
$713K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
441+ 4.04% |
$47.5K - $52.4K
|
11.4K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-360- 2.31% |
$38.7K - $42.8K
|
15.3K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-20- 0.58% |
$2.15K - $2.38K
|
3.46K
$392K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.02K- 5.54% |
$218K - $240K
|
34.5K
$3.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.57KNew |
$815K - $899K
|
7.57K
$859K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-22- 0.1% |
$2.37K - $2.61K
|
21.6K
$2.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.08% |
$2.04K - $2.26K
|
24.6K
$2.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.27% |
$753 - $831
|
2.6K
$295K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-191- 9.5% |
$20.6K - $22.7K
|
1.82K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-745- 18.19% |
$80.2K - $88.5K
|
3.35K
$380K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
380+ 2.84% |
$40.9K - $45.1K
|
13.8K
$1.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$193K - $213K
|
1.8K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-600- 22.47% |
$64.6K - $71.3K
|
2.07K
$235K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
26+ 0.99% |
$2.8K - $3.09K
|
2.66K
$302K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.19K- 9.52% |
$235K - $260K
|
20.8K
$2.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.1K- 12.66% |
$118K - $130K
|
7.56K
$857K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-321- 2.47% |
$34.5K - $38.1K
|
12.7K
$1.44M
|