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 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.08K+ 86.04% |
$382K - $442K
|
8.82K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
20+ 0.26% |
$1.87K - $2.16K
|
7.6K
$875K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
37.9K+ 19.64% |
$3.54M - $4.1M
|
231K
$26.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.02KNew |
$189K - $219K
|
2.02K
$233K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-481- 7.86% |
$45K - $52K
|
5.64K
$649K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.23KNew |
$209K - $241K
|
2.23K
$257K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.72KNew |
$441K - $510K
|
4.72K
$543K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.04KNew |
$97.7K - $113K
|
1.04K
$120K
|
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
BUY
|
- |
5.11KNew |
$478K - $553K
|
5.11K
$589K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$312K - $361K
|
3.33K
$384K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-672- 14.98% |
$62.9K - $72.7K
|
3.81K
$439K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.38KNew |
$223K - $258K
|
2.38K
$274K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.22KNew |
$208K - $240K
|
2.22K
$255K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
14+ 2.45% |
$1.31K - $1.51K
|
586
$67.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.17KNew |
$203K - $235K
|
2.17K
$250K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
29New |
$2.71K - $3.14K
|
29
$3.34K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.82K+ 58.06% |
$170K - $197K
|
4.95K
$570K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.1KNew |
$197K - $227K
|
2.1K
$242K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23.3K- 99.91% |
$2.18M - $2.52M
|
21
$2.42K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
4.56K+ 36.02% |
$426K - $493K
|
17.2K
$1.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.87K - $2.16K
|
20
$2.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-41.1K- 62.1% |
$3.85M - $4.45M
|
25.1K
$2.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 13.11% |
$241K - $279K
|
17.1K
$1.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.45K+ 15.17% |
$229K - $265K
|
18.6K
$2.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$5.43K - $6.28K
|
58
$6.68K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
305New |
$28.5K - $33K
|
305
$35.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
59New |
$5.52K - $6.38K
|
59
$6.79K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.95K+ 6.47% |
$369K - $427K
|
64.9K
$7.47M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-1.57K- 56.37% |
$147K - $170K
|
1.21K
$140K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
201New |
$18.8K - $21.7K
|
201
$23.1K
|
|
| Q3 2022 | |||||||
|
Feb 20, 2025
Q3 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.2KClosed |
$475K - $551K
|
0
$0
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.04K+ 92.92% |
$460K - $534K
|
10.5K
$1.2M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-21.7K- 47.64% |
$1.98M - $2.3M
|
23.9K
$2.75M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50+ 0.92% |
$4.56K - $5.3K
|
5.49K
$632K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
740+ 3.13% |
$67.6K - $78.4K
|
24.4K
$2.8M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.4KNew |
$1.05M - $1.21M
|
11.4K
$1.32M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 18.87% |
$913 - $1.06K
|
43
$4.95K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.2KNew |
$1.11M - $1.29M
|
12.2K
$1.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
234New |
$21.4K - $24.8K
|
234
$26.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10New |
$913 - $1.06K
|
10
$1.15K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.54K+ 5.93% |
$505K - $586K
|
98.9K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-61- 50.41% |
$5.57K - $6.46K
|
60
$6.91K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.08K- 12.25% |
$555K - $644K
|
43.6K
$5.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 11.04% |
$189K - $219K
|
20.8K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-647- 58.39% |
$59.1K - $68.5K
|
461
$53.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.47K- 47.28% |
$682K - $791K
|
8.33K
$959K
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
73.7K+ 131.61% |
$6.73M - $7.81M
|
130K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.53KNew |
$687K - $797K
|
7.53K
$866K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-235K- 39.47% |
$21.4M - $24.9M
|
360K
$41.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 42.86% |
$6.85K - $7.95K
|
100
$11.5K
|
|