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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-462- 16.44% |
$47K - $50.9K
|
2.35K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$509 - $551
|
5
$576
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.83KNew |
$186K - $202K
|
1.83K
$211K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-583- 4.8% |
$59.3K - $64.3K
|
11.6K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.89KNew |
$192K - $208K
|
1.89K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
19KNew |
$1.94M - $2.1M
|
19K
$2.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-18.9K- 98.95% |
$1.92M - $2.08M
|
200
$23K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.83KNew |
$186K - $201K
|
1.83K
$210K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.29% |
$2.85K - $3.09K
|
9.84K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 90.38% |
$9.57K - $10.4K
|
10
$1.15K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.79KNew |
$284K - $308K
|
2.79K
$322K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.04KNew |
$208K - $225K
|
2.04K
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.49KNew |
$558K - $605K
|
5.49K
$631K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.95KNew |
$199K - $215K
|
1.95K
$224K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
10+ 0.19% |
$1.02K - $1.1K
|
5.32K
$612K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-474- 18.83% |
$48.3K - $52.2K
|
2.04K
$235K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
108New |
$11K - $11.9K
|
108
$12.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.41K+ 3.78% |
$144K - $156K
|
38.7K
$4.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
782+ 2.47% |
$79.6K - $86.2K
|
32.5K
$3.74M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$5.9K - $6.39K
|
58
$6.68K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.31% |
$102 - $110
|
322
$37.1K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400New |
$37.5K - $41.3K
|
400
$46K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-306- 13.27% |
$28.7K - $31.6K
|
2K
$230K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-312- 13.32% |
$29.3K - $32.2K
|
2.03K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-66- 9.22% |
$6.19K - $6.82K
|
650
$74.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
345New |
$32.4K - $35.6K
|
345
$39.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
296New |
$27.8K - $30.6K
|
296
$34.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-900- 25.92% |
$84.4K - $92.9K
|
2.57K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
841New |
$78.9K - $86.8K
|
841
$96.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.25KNew |
$305K - $335K
|
3.25K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
5.49KNew |
$514K - $566K
|
5.49K
$631K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
230New |
$21.6K - $23.7K
|
230
$26.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
250+ 11.63% |
$23.4K - $25.8K
|
2.4K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.66KNew |
$718K - $791K
|
7.66K
$882K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.54% |
$750 - $826
|
1.49K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.87KNew |
$738K - $812K
|
7.87K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
41+ 1.33% |
$3.84K - $4.23K
|
3.13K
$360K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
778New |
$73K - $80.3K
|
778
$89.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
216+ 3.36% |
$20.3K - $22.3K
|
6.65K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-760- 16.45% |
$71.3K - $78.5K
|
3.86K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
89New |
$8.35K - $9.19K
|
89
$10.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cvs Health Corp
Woonsocket, RI |
SELL
|
- |
-33.7K- 10.98% |
$3.16M - $3.48M
|
273K
$31.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-308K- 96.98% |
$28.8M - $31.8M
|
9.59K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.62KNew |
$433K - $477K
|
4.62K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
33+ 1.51% |
$3.09K - $3.41K
|
2.23K
$256K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-963- 68.25% |
$90.3K - $99.4K
|
448
$51.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
412New |
$38.6K - $42.5K
|
412
$47.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
3.51KNew |
$329K - $363K
|
3.51K
$404K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.85K+ 68.87% |
$173K - $191K
|
4.53K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-125- 33.33% |
$11.7K - $12.9K
|
250
$28.8K
|
|