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 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-535- 16.05% |
$50.2K - $55.2K
|
2.8K
$318K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
66New |
$6.19K - $6.82K
|
66
$7.49K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.8K - $20.7K
|
200
$22.7K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-406- 57.51% |
$40.1K - $42.4K
|
300
$34.1K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-95Closed |
$9.39K - $9.92K
|
0
$0
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.41K- 35.0% |
$436K - $460K
|
8.19K
$929K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31KNew |
$3.07M - $3.24M
|
31K
$3.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
54+ 1800.0% |
$5.34K - $5.64K
|
57
$6.47K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-921- 3.11% |
$91.1K - $96.1K
|
28.7K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
360+ 3.82% |
$35.6K - $37.6K
|
9.79K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.14K- 61.66% |
$410K - $432K
|
2.58K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-45K- 52.33% |
$4.45M - $4.7M
|
41K
$4.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
216New |
$21.4K - $22.5K
|
216
$24.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
18New |
$1.78K - $1.88K
|
18
$2.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
472+ 18.0% |
$46.7K - $49.3K
|
3.09K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
255+ 25.68% |
$25.2K - $26.6K
|
1.25K
$142K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.54K- 50.09% |
$251K - $265K
|
2.53K
$288K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-332- 3.06% |
$32.8K - $34.7K
|
10.5K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 3.57% |
$9.89K - $10.4K
|
2.7K
$307K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-56.8K- 12.15% |
$5.61M - $5.93M
|
410K
$46.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-152- 0.35% |
$15K - $15.9K
|
43.4K
$4.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.6KNew |
$1.05M - $1.11M
|
10.6K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-66- 47.83% |
$6.53K - $6.89K
|
72
$8.17K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.88K- 27.41% |
$186K - $197K
|
4.99K
$566K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
480+ 18.75% |
$47.5K - $50.1K
|
3.04K
$345K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-388- 4.67% |
$38.4K - $40.5K
|
7.91K
$898K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
1.23K+ 3.27% |
$122K - $128K
|
38.9K
$4.42M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.74K- 14.43% |
$666K - $703K
|
39.9K
$4.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.63K+ 100.0% |
$359K - $379K
|
7.26K
$824K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-4.38K- 63.72% |
$433K - $457K
|
2.5K
$283K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
21+ 0.24% |
$2.08K - $2.19K
|
8.79K
$997K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
121New |
$12K - $12.6K
|
121
$13.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.46KNew |
$144K - $152K
|
1.46K
$165K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2KNew |
$218K - $230K
|
2.2K
$250K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
917New |
$90.7K - $95.7K
|
917
$104K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.22KNew |
$912K - $962K
|
9.22K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
73.3KNew |
$7.25M - $7.65M
|
73.3K
$8.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.75K- 45.29% |
$766K - $809K
|
9.36K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.4K+ 10.69% |
$138K - $146K
|
14.5K
$1.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-33- 0.65% |
$3.26K - $3.44K
|
5.02K
$569K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-296- 70.98% |
$29.3K - $30.9K
|
121
$13.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-48- 7.89% |
$4.75K - $5.01K
|
560
$63.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
7.27K+ 9.03% |
$719K - $759K
|
87.8K
$9.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-190- 8.28% |
$18.8K - $19.8K
|
2.11K
$239K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6New |
$593 - $626
|
6
$681
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-50Closed |
$4.94K - $5.22K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.6KNew |
$257K - $271K
|
2.6K
$295K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.52K- 60.64% |
$348K - $368K
|
2.29K
$260K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
505New |
$49.3K - $52.7K
|
505
$57.3K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.12KNew |
$206K - $221K
|
2.12K
$240K
|
|