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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.25KNew |
$117K - $129K
|
1.25K
$144K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
255New |
$23.9K - $26.3K
|
255
$29.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-574- 5.25% |
$53.8K - $59.3K
|
10.4K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.61K- 40.88% |
$151K - $166K
|
2.32K
$267K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
918New |
$86.1K - $94.8K
|
918
$106K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-3.96KClosed |
$371K - $409K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-991- 68.06% |
$92.9K - $102K
|
465
$53.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.44K- 49.17% |
$229K - $252K
|
2.53K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.98KNew |
$186K - $204K
|
1.98K
$228K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-105- 1.25% |
$9.85K - $10.8K
|
8.29K
$954K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-500- 13.14% |
$46.9K - $51.6K
|
3.3K
$380K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
208+ 1.18% |
$19.5K - $21.5K
|
17.9K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.96KNew |
$184K - $202K
|
1.96K
$226K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
743+ 12.5% |
$69.7K - $76.7K
|
6.69K
$770K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
751+ 17.71% |
$70.4K - $77.5K
|
4.99K
$574K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.24K- 8.19% |
$210K - $231K
|
25.1K
$2.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10- 0.28% |
$938 - $1.03K
|
3.55K
$409K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
158KNew |
$14.8M - $16.3M
|
158K
$18.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.91K- 15.74% |
$367K - $404K
|
21K
$2.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.53KNew |
$331K - $364K
|
3.53K
$406K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
265+ 152.3% |
$24.8K - $27.4K
|
439
$50.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-535- 16.05% |
$50.2K - $55.2K
|
2.8K
$322K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
66New |
$6.19K - $6.82K
|
66
$7.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.8K - $20.7K
|
200
$23K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-406- 57.51% |
$40.1K - $42.4K
|
300
$34.5K
|
|
|
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
$942K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31KNew |
$3.07M - $3.24M
|
31K
$3.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
54+ 1800.0% |
$5.34K - $5.64K
|
57
$6.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
360+ 3.82% |
$35.6K - $37.6K
|
9.79K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.14K- 61.66% |
$410K - $432K
|
2.58K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-45K- 52.33% |
$4.45M - $4.7M
|
41K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
216New |
$21.4K - $22.5K
|
216
$24.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
18New |
$1.78K - $1.88K
|
18
$2.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
472+ 18.0% |
$46.7K - $49.3K
|
3.09K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
255+ 25.68% |
$25.2K - $26.6K
|
1.25K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.54K- 50.09% |
$251K - $265K
|
2.53K
$292K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-332- 3.06% |
$32.8K - $34.7K
|
10.5K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 3.57% |
$9.89K - $10.4K
|
2.7K
$311K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-56.8K- 12.15% |
$5.61M - $5.93M
|
410K
$47.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.6KNew |
$1.05M - $1.11M
|
10.6K
$1.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-66- 47.83% |
$6.53K - $6.89K
|
72
$8.29K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
480+ 18.75% |
$47.5K - $50.1K
|
3.04K
$350K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-388- 4.67% |
$38.4K - $40.5K
|
7.91K
$911K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
1.23K+ 3.27% |
$122K - $128K
|
38.9K
$4.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.74K- 14.43% |
$666K - $703K
|
39.9K
$4.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.63K+ 100.0% |
$359K - $379K
|
7.26K
$836K
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-4.38K- 63.72% |
$433K - $457K
|
2.5K
$287K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
21+ 0.24% |
$2.08K - $2.19K
|
8.79K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
121New |
$12K - $12.6K
|
121
$13.9K
|
|