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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
124+ 0.8% |
$12.1K - $12.9K
|
15.7K
$1.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-28- 50.0% |
$2.73K - $2.92K
|
28
$3.22K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 1.35% |
$4.88K - $5.22K
|
3.75K
$432K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
356New |
$34.7K - $37.1K
|
356
$41K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
1.47K+ 1.88% |
$143K - $153K
|
79.6K
$9.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-21.5K- 94.82% |
$2.1M - $2.24M
|
1.17K
$135K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.43K- 14.02% |
$237K - $254K
|
14.9K
$1.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.52KNew |
$246K - $263K
|
2.52K
$290K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 1.85% |
$7.8K - $8.34K
|
4.25K
$490K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.96K+ 3.55% |
$191K - $204K
|
57.1K
$6.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18+ 0.78% |
$1.76K - $1.88K
|
2.33K
$268K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.23KNew |
$217K - $232K
|
2.23K
$256K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.09K- 51.26% |
$204K - $218K
|
1.99K
$229K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1K- 46.51% |
$97.2K - $107K
|
1.15K
$132K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 35.71% |
$1.46K - $1.6K
|
27
$3.11K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.28KNew |
$222K - $244K
|
2.28K
$263K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-9.85K- 20.64% |
$958K - $1.05M
|
37.9K
$4.36M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.4K+ 136.67% |
$428K - $470K
|
7.62K
$877K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25New |
$2.43K - $2.67K
|
25
$2.88K
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-482K- 97.86% |
$46.9M - $51.4M
|
10.6K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-58.1K- 44.23% |
$5.65M - $6.19M
|
73.2K
$8.43M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6+ 0.25% |
$583 - $640
|
2.39K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
684+ 33.78% |
$66.5K - $73K
|
2.71K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.1KNew |
$204K - $224K
|
2.1K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.47K+ 17.25% |
$337K - $370K
|
23.6K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13+ 0.42% |
$1.26K - $1.39K
|
3.09K
$356K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-20.5K- 62.72% |
$1.99M - $2.18M
|
12.2K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
586+ 20.47% |
$57K - $62.5K
|
3.45K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
183+ 3.07% |
$17.8K - $19.5K
|
6.14K
$707K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
38+ 0.98% |
$3.69K - $4.05K
|
3.93K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
140New |
$13.6K - $14.9K
|
140
$16.1K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-50.6K- 90.43% |
$4.92M - $5.39M
|
5.35K
$616K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
300New |
$29.2K - $32K
|
300
$34.5K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-157K- 98.62% |
$15.3M - $16.8M
|
2.21K
$254K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.58KNew |
$445K - $488K
|
4.58K
$527K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.5KNew |
$2.09M - $2.29M
|
21.5K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.2KNew |
$214K - $235K
|
2.2K
$253K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-261- 7.28% |
$25.4K - $27.8K
|
3.32K
$382K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.13K- 96.57% |
$109K - $120K
|
40
$4.6K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.46K+ 84.46% |
$142K - $155K
|
3.18K
$366K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-12.7K- 52.18% |
$1.24M - $1.36M
|
11.7K
$1.34M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
516New |
$50.2K - $55K
|
516
$59.4K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15+ 4.87% |
$1.46K - $1.6K
|
323
$37.2K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-827- 9.46% |
$80.4K - $88.2K
|
7.91K
$911K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-61.8K- 94.82% |
$6.01M - $6.59M
|
3.37K
$388K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
377+ 11.78% |
$36.7K - $40.2K
|
3.58K
$412K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 5.88% |
$97.2 - $107
|
18
$2.07K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$97.2 - $107
|
1
$115
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
194KNew |
$18.9M - $20.7M
|
194K
$22.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-265- 11.15% |
$25.8K - $28.3K
|
2.11K
$243K
|
|