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 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
296New |
$27.8K - $30.6K
|
296
$36.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-900- 25.92% |
$84.4K - $92.9K
|
2.57K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
841New |
$78.9K - $86.8K
|
841
$103K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.25KNew |
$305K - $335K
|
3.25K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
5.49KNew |
$514K - $566K
|
5.49K
$673K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
250+ 11.63% |
$23.4K - $25.8K
|
2.4K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.66KNew |
$718K - $791K
|
7.66K
$940K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.54% |
$750 - $826
|
1.49K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.87KNew |
$738K - $812K
|
7.87K
$965K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
41+ 1.33% |
$3.84K - $4.23K
|
3.13K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
778New |
$73K - $80.3K
|
778
$95.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
216+ 3.36% |
$20.3K - $22.3K
|
6.65K
$816K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-760- 16.45% |
$71.3K - $78.5K
|
3.86K
$474K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
89New |
$8.35K - $9.19K
|
89
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cvs Health Corp
Woonsocket, RI |
SELL
|
- |
-33.7K- 10.98% |
$3.16M - $3.48M
|
273K
$33.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-308K- 96.98% |
$28.8M - $31.8M
|
9.59K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.62KNew |
$433K - $477K
|
4.62K
$567K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
33+ 1.51% |
$3.09K - $3.41K
|
2.23K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
412New |
$38.6K - $42.5K
|
412
$50.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
3.51KNew |
$329K - $363K
|
3.51K
$431K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.85K+ 68.87% |
$173K - $191K
|
4.53K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-125- 33.33% |
$11.7K - $12.9K
|
250
$30.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.25KNew |
$117K - $129K
|
1.25K
$154K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
255New |
$23.9K - $26.3K
|
255
$31.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.61K- 40.88% |
$151K - $166K
|
2.32K
$285K
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
918New |
$86.1K - $94.8K
|
918
$113K
|
|
|
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
$57K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.44K- 49.17% |
$229K - $252K
|
2.53K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.98KNew |
$186K - $204K
|
1.98K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-105- 1.25% |
$9.85K - $10.8K
|
8.29K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-500- 13.14% |
$46.9K - $51.6K
|
3.3K
$405K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
208+ 1.18% |
$19.5K - $21.5K
|
17.9K
$2.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.96KNew |
$184K - $202K
|
1.96K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
743+ 12.5% |
$69.7K - $76.7K
|
6.69K
$820K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
751+ 17.71% |
$70.4K - $77.5K
|
4.99K
$612K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.24K- 8.19% |
$210K - $231K
|
25.1K
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10- 0.28% |
$938 - $1.03K
|
3.55K
$436K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.91K- 15.74% |
$367K - $404K
|
21K
$2.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.53KNew |
$331K - $364K
|
3.53K
$432K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
265+ 152.3% |
$24.8K - $27.4K
|
439
$53.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-535- 16.05% |
$50.2K - $55.2K
|
2.8K
$343K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
66New |
$6.19K - $6.82K
|
66
$8.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.8K - $20.7K
|
200
$24.5K
|
|
| Q3 2023 | |||||||
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-406- 57.51% |
$40.1K - $42.4K
|
300
$36.8K
|
|
|
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
$1M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31KNew |
$3.07M - $3.24M
|
31K
$3.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
54+ 1800.0% |
$5.34K - $5.64K
|
57
$6.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
360+ 3.82% |
$35.6K - $37.6K
|
9.79K
$1.2M
|
|