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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.46KNew |
$144K - $152K
|
1.46K
$168K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2KNew |
$218K - $230K
|
2.2K
$254K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
917New |
$90.7K - $95.7K
|
917
$106K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.22KNew |
$912K - $962K
|
9.22K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
73.3KNew |
$7.25M - $7.65M
|
73.3K
$8.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.75K- 45.29% |
$766K - $809K
|
9.36K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-33- 0.65% |
$3.26K - $3.44K
|
5.02K
$577K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-48- 7.89% |
$4.75K - $5.01K
|
560
$64.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
7.27K+ 9.03% |
$719K - $759K
|
87.8K
$10.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-190- 8.28% |
$18.8K - $19.8K
|
2.11K
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6New |
$593 - $626
|
6
$691
|
|
|
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
$299K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.52K- 60.64% |
$348K - $368K
|
2.29K
$263K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
505New |
$49.3K - $52.7K
|
505
$58.1K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.12KNew |
$206K - $221K
|
2.12K
$244K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
576+ 22.83% |
$56.2K - $60.1K
|
3.1K
$357K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17New |
$1.66K - $1.77K
|
17
$1.96K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-761- 60.35% |
$74.2K - $79.4K
|
500
$57.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
866New |
$84.5K - $90.3K
|
866
$99.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-160- 81.22% |
$15.6K - $16.7K
|
37
$4.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$975 - $1.04K
|
10
$1.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-500- 19.85% |
$48.8K - $52.2K
|
2.02K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.85% |
$293 - $313
|
357
$41.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
90.8KNew |
$8.86M - $9.47M
|
90.8K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4.22K+ 36.48% |
$411K - $440K
|
15.8K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.02K- 32.11% |
$99.8K - $107K
|
2.16K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
100+ 4.72% |
$9.75K - $10.4K
|
2.22K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 1.82% |
$97.5 - $104
|
56
$6.45K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.52K- 73.42% |
$538K - $576K
|
2K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 0.51% |
$1.95K - $2.09K
|
3.94K
$453K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
304New |
$29.7K - $31.7K
|
304
$35K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.59% |
$3.51K - $3.75K
|
608
$70K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-7.95K- 11.4% |
$775K - $829K
|
61.7K
$7.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.11KNew |
$693K - $741K
|
7.11K
$818K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
800New |
$78K - $83.4K
|
800
$92.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
190New |
$18.5K - $19.8K
|
190
$21.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-612- 11.37% |
$59.7K - $63.8K
|
4.77K
$549K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.93K - $3.13K
|
30
$3.45K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-587- 16.07% |
$57.3K - $61.2K
|
3.07K
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2K- 43.08% |
$195K - $209K
|
2.64K
$304K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-304- 20.27% |
$29.7K - $31.7K
|
1.2K
$138K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
146New |
$14.2K - $15.2K
|
146
$16.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
473+ 473.0% |
$46.1K - $49.3K
|
573
$66K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-152- 71.7% |
$14.8K - $15.9K
|
60
$6.91K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
350New |
$34.1K - $36.5K
|
350
$40.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16- 94.12% |
$1.56K - $1.67K
|
1
$115
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
110+ 3.93% |
$10.7K - $11.5K
|
2.91K
$335K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2New |
$195 - $209
|
2
$230
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-561- 21.8% |
$54.7K - $58.5K
|
2.01K
$232K
|
|