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 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
5.84KNew |
$629K - $694K
|
5.84K
$663K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$202K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32New |
$3.44K - $3.8K
|
32
$3.63K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.24% |
$753 - $831
|
2.94K
$334K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-810- 18.71% |
$87.2K - $96.2K
|
3.52K
$400K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.9K+ 175.51% |
$1.82M - $2M
|
26.5K
$3.01M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.99% |
$2.69K - $2.97K
|
2.51K
$285K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-12- 0.64% |
$1.29K - $1.43K
|
1.87K
$212K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-4.3K- 57.33% |
$455K - $480K
|
3.2K
$363K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.26KClosed |
$239K - $252K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.59KNew |
$168K - $177K
|
1.59K
$180K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-609- 56.18% |
$64.5K - $68K
|
475
$53.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.4KNew |
$1.32M - $1.39M
|
12.4K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-450- 26.83% |
$47.6K - $50.3K
|
1.23K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
880New |
$93.1K - $98.3K
|
880
$99.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-480- 3.1% |
$50.8K - $53.6K
|
15K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
140+ 14.58% |
$14.8K - $15.6K
|
1.1K
$125K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.07KNew |
$748K - $790K
|
7.07K
$802K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.4KNew |
$360K - $380K
|
3.4K
$386K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.54K- 46.14% |
$481K - $507K
|
5.3K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.83KNew |
$405K - $427K
|
3.83K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-829- 19.9% |
$87.7K - $92.6K
|
3.34K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.75K- 35.29% |
$185K - $196K
|
3.21K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.87KNew |
$304K - $321K
|
2.87K
$326K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-119- 10.32% |
$12.6K - $13.3K
|
1.03K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-465- 18.6% |
$49.2K - $51.9K
|
2.04K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
42+ 0.56% |
$4.45K - $4.69K
|
7.56K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
18New |
$1.91K - $2.01K
|
18
$2.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.85K+ 27.59% |
$408K - $430K
|
17.8K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.44KNew |
$364K - $385K
|
3.44K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 6.27% |
$15.9K - $16.8K
|
2.54K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
117+ 1.0% |
$12.4K - $13.1K
|
11.8K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.07K+ 8.68% |
$854K - $901K
|
101K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-845- 2.71% |
$89.4K - $94.4K
|
30.3K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-256- 4.92% |
$27.1K - $28.6K
|
4.94K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29.1K+ 5.51% |
$3.08M - $3.25M
|
556K
$63.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
46+ 0.91% |
$4.87K - $5.14K
|
5.09K
$577K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.48KNew |
$898K - $947K
|
8.48K
$962K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.49K- 11.29% |
$157K - $166K
|
11.7K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-105- 16.43% |
$11.1K - $11.7K
|
534
$60.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.89KNew |
$305K - $322K
|
2.89K
$328K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15+ 10.0% |
$1.59K - $1.68K
|
165
$18.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66+ 4.61% |
$6.99K - $7.37K
|
1.5K
$170K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
148New |
$15.7K - $16.5K
|
148
$16.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.32KNew |
$457K - $483K
|
4.32K
$491K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-105- 1.98% |
$11.1K - $11.7K
|
5.19K
$588K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-327Closed |
$34.6K - $36.5K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.91KNew |
$202K - $213K
|
1.91K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-6.72K- 72.22% |
$711K - $751K
|
2.59K
$293K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.49K- 18.94% |
$157K - $166K
|
6.36K
$721K
|
|