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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.49K- 18.94% |
$157K - $166K
|
6.36K
$715K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12.7K- 90.05% |
$1.34M - $1.41M
|
1.4K
$158K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-156- 5.87% |
$16.5K - $17.4K
|
2.5K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26- 1.3% |
$2.75K - $2.9K
|
1.97K
$222K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
136New |
$14.4K - $15.2K
|
136
$15.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-198- 8.1% |
$21K - $22.1K
|
2.25K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.1% |
$212 - $223
|
1.94K
$219K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.02% |
$106 - $112
|
5.49K
$618K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$31.8K - $33.5K
|
300
$33.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30+ 35.71% |
$3.18K - $3.35K
|
114
$12.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4+ 0.21% |
$423 - $447
|
1.92K
$216K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
212New |
$22.4K - $23.7K
|
212
$23.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
796+ 24.77% |
$84.3K - $88.9K
|
4.01K
$451K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
501New |
$53K - $56K
|
501
$56.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24.6K+ 51.11% |
$2.61M - $2.75M
|
72.9K
$8.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1KNew |
$106K - $112K
|
1K
$113K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.76% |
$847 - $893
|
1.06K
$120K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.76KNew |
$292K - $308K
|
2.76K
$310K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
710New |
$75.2K - $79.3K
|
710
$79.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-234- 33.05% |
$24.8K - $26.1K
|
474
$53.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-200- 4.18% |
$21.2K - $22.3K
|
4.59K
$516K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
2.74KNew |
$290K - $306K
|
2.74K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 36.79% |
$108K - $114K
|
1.75K
$197K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-155- 4.83% |
$16.4K - $17.3K
|
3.05K
$344K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-740- 50.68% |
$78.3K - $82.6K
|
720
$81.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-24- 1.98% |
$2.54K - $2.68K
|
1.19K
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-320- 5.89% |
$33.9K - $35.7K
|
5.11K
$575K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-900- 31.03% |
$95.3K - $101K
|
2K
$225K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-92- 4.28% |
$9.74K - $10.3K
|
2.06K
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91New |
$9.63K - $10.2K
|
91
$10.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
100+ 0.9% |
$10.6K - $11.2K
|
11.2K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2KNew |
$212K - $223K
|
2K
$225K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
6+ 0.32% |
$635 - $670
|
1.91K
$215K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.95% |
$4.23K - $4.47K
|
4.18K
$470K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-368- 5.93% |
$39K - $41.1K
|
5.84K
$657K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-210- 5.23% |
$22.2K - $23.5K
|
3.81K
$429K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$2.33K - $2.46K
|
22
$2.48K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
246+ 9.77% |
$26K - $27.5K
|
2.76K
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5KNew |
$265K - $279K
|
2.5K
$281K
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-209- 4.3% |
$22.1K - $23.3K
|
4.66K
$524K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$192K - $203K
|
1.82K
$204K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.32KNew |
$352K - $371K
|
3.32K
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-119- 2.55% |
$12.6K - $13.3K
|
4.55K
$512K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$667K - $704K
|
6.3K
$709K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$529 - $558
|
5
$563
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-954- 26.98% |
$101K - $107K
|
2.58K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-100- 30.77% |
$10.6K - $11.2K
|
225
$25.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 36.5% |
$10.6K - $11.2K
|
174
$19.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.1KNew |
$222K - $234K
|
2.1K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.19% |
$1.27K - $1.34K
|
6.35K
$714K
|