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 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$111 - $121
|
1
$115
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.88K+ 11.13% |
$319K - $349K
|
28.7K
$3.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.04K+ 3.33% |
$559K - $612K
|
157K
$18M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 12.94% |
$4.43K - $4.85K
|
269
$31K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
997+ 21.94% |
$110K - $121K
|
5.54K
$638K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.14KNew |
$237K - $260K
|
2.14K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.77K+ 10.54% |
$196K - $214K
|
18.5K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-86- 0.31% |
$9.53K - $10.4K
|
27.7K
$3.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 13.07% |
$11.1K - $12.1K
|
665
$76.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32- 0.41% |
$3.55K - $3.88K
|
7.72K
$888K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 1.02% |
$2.11K - $2.3K
|
1.89K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-334- 9.11% |
$37K - $40.5K
|
3.33K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.03K+ 16.17% |
$336K - $367K
|
21.8K
$2.5M
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-127- 2.67% |
$13.7K - $15.1K
|
4.64K
$534K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
75New |
$8.07K - $8.91K
|
75
$8.63K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
175+ 5.55% |
$18.8K - $20.8K
|
3.33K
$383K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-60- 0.84% |
$6.46K - $7.13K
|
7.07K
$813K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
166+ 27.67% |
$17.9K - $19.7K
|
766
$88.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.19K- 20.88% |
$235K - $259K
|
8.28K
$953K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
542New |
$58.3K - $64.4K
|
542
$62.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.38KNew |
$579K - $639K
|
5.38K
$620K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.8KNew |
$4.6M - $5.08M
|
42.8K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09MNew |
$117M - $129M
|
1.09M
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
38.7KNew |
$4.16M - $4.59M
|
38.7K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
3.98KNew |
$428K - $473K
|
3.98K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-52- 0.86% |
$5.6K - $6.18K
|
6K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.34KNew |
$359K - $396K
|
3.34K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.43KNew |
$153K - $169K
|
1.43K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
456+ 16.26% |
$49.1K - $54.2K
|
3.26K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
231KNew |
$24.8M - $27.4M
|
231K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.1K- 90.42% |
$3.46M - $3.82M
|
3.4K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
542New |
$58.3K - $64.4K
|
542
$62.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
3.2K+ 34.41% |
$344K - $380K
|
12.5K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.42K- 44.44% |
$153K - $169K
|
1.78K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.57K+ 50.51% |
$169K - $187K
|
4.69K
$540K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.24K- 14.25% |
$133K - $147K
|
7.44K
$856K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
500+ 25.0% |
$53.8K - $59.4K
|
2.5K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$188K - $208K
|
1.75K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.79KNew |
$193K - $213K
|
1.79K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
274New |
$29.5K - $32.5K
|
274
$31.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 1.24% |
$4.52K - $4.99K
|
3.42K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
40.4K+ 311.32% |
$4.34M - $4.79M
|
53.3K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.34KNew |
$359K - $396K
|
3.34K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-958- 8.02% |
$103K - $114K
|
11K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$108 - $119
|
241
$27.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.14KNew |
$338K - $373K
|
3.14K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.88KNew |
$310K - $342K
|
2.88K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.81KNew |
$195K - $215K
|
1.81K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
$53.8K - $59.4K
|
500
$57.6K
|
|