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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-4K- 5.06% |
$443K - $485K
|
75K
$8.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-922- 14.43% |
$102K - $112K
|
5.47K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-222- 0.53% |
$24.6K - $26.9K
|
41.3K
$4.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
501+ 2.67% |
$55.5K - $60.8K
|
19.3K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
137+ 1.0% |
$15.2K - $16.6K
|
13.9K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10+ 0.54% |
$1.11K - $1.21K
|
1.85K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
63+ 0.17% |
$6.98K - $7.64K
|
37.8K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.65K+ 130.36% |
$294K - $321K
|
4.68K
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
284+ 0.87% |
$31.5K - $34.4K
|
32.7K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
13.7K+ 294.91% |
$1.52M - $1.67M
|
18.4K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-83- 0.92% |
$9.2K - $10.1K
|
8.91K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-105- 5.34% |
$11.6K - $12.7K
|
1.86K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 3.33% |
$111 - $121
|
31
$3.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.93KNew |
$214K - $234K
|
1.93K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.42K+ 40.78% |
$158K - $172K
|
4.91K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-564- 10.61% |
$62.5K - $68.4K
|
4.75K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17- 0.82% |
$1.88K - $2.06K
|
2.05K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.13KNew |
$347K - $379K
|
3.13K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.26KNew |
$250K - $274K
|
2.26K
$260K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
944+ 2.29% |
$105K - $114K
|
42.2K
$4.85M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
30New |
$3.32K - $3.64K
|
30
$3.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.9KNew |
$986K - $1.08M
|
8.9K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-78- 2.22% |
$8.64K - $9.46K
|
3.44K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32+ 0.98% |
$3.55K - $3.88K
|
3.29K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.09KNew |
$342K - $374K
|
3.09K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.2KNew |
$1.47M - $1.61M
|
13.2K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
293+ 4.78% |
$32.5K - $35.5K
|
6.43K
$740K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5KNew |
$554K - $606K
|
5K
$576K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 2.21% |
$33.2K - $36.4K
|
13.3K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.6KNew |
$509K - $557K
|
4.6K
$529K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-18- 0.79% |
$1.99K - $2.18K
|
2.26K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.44K- 70.26% |
$935K - $1.02M
|
3.57K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.34KNew |
$481K - $527K
|
4.34K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-60- 1.91% |
$6.65K - $7.28K
|
3.08K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.12KNew |
$235K - $257K
|
2.12K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-90- 1.04% |
$9.97K - $10.9K
|
8.56K
$985K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-798- 17.55% |
$88.4K - $96.8K
|
3.75K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.1K+ 49.55% |
$233K - $255K
|
6.34K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.05% |
$4.77K - $5.22K
|
80.6K
$9.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.17K+ 186.67% |
$463K - $506K
|
6.41K
$738K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-58- 33.33% |
$6.43K - $7.03K
|
116
$13.4K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.16KNew |
$350K - $383K
|
3.16K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
550+ 4.58% |
$61K - $66.7K
|
12.6K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
632+ 2.1% |
$70K - $76.6K
|
30.8K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$522K - $572K
|
4.71K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.06KNew |
$339K - $371K
|
3.06K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-690- 9.26% |
$76.5K - $83.7K
|
6.77K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-93- 3.16% |
$10.3K - $11.3K
|
2.85K
$328K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.16K- 56.98% |
$572K - $626K
|
3.9K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-285- 4.65% |
$31.6K - $34.6K
|
5.85K
$673K
|