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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.2KNew |
$214K - $235K
|
2.2K
$270K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-261- 7.28% |
$25.4K - $27.8K
|
3.32K
$408K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.13K- 96.57% |
$109K - $120K
|
40
$4.91K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.46K+ 84.46% |
$142K - $155K
|
3.18K
$390K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-12.7K- 52.18% |
$1.24M - $1.36M
|
11.7K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
516New |
$50.2K - $55K
|
516
$63.3K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15+ 4.87% |
$1.46K - $1.6K
|
323
$39.6K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-827- 9.46% |
$80.4K - $88.2K
|
7.91K
$970K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-61.8K- 94.82% |
$6.01M - $6.59M
|
3.37K
$414K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 5.88% |
$97.2 - $107
|
18
$2.21K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$97.2 - $107
|
1
$123
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
194KNew |
$18.9M - $20.7M
|
194K
$23.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-265- 11.15% |
$25.8K - $28.3K
|
2.11K
$259K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
310+ 7.37% |
$30.1K - $33.1K
|
4.52K
$554K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.05% |
$97.2 - $107
|
2.03K
$249K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.97% |
$2.33K - $2.56K
|
2.5K
$306K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-10- 0.47% |
$972 - $1.07K
|
2.14K
$262K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
529+ 4.39% |
$51.4K - $56.4K
|
12.6K
$1.54M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.84K- 94.22% |
$276K - $302K
|
174
$21.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-4.67K- 98.88% |
$454K - $498K
|
53
$6.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
4.49K+ 5.97% |
$436K - $479K
|
79.7K
$9.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-80- 0.22% |
$7.78K - $8.53K
|
35.7K
$4.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.27K- 26.75% |
$124K - $136K
|
3.48K
$427K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
138New |
$13.4K - $14.7K
|
138
$16.9K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9K- 75.58% |
$842K - $973K
|
2.91K
$357K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45Closed |
$4.21K - $4.87K
|
0
$0
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11New |
$1.03K - $1.19K
|
11
$1.35K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.98KNew |
$185K - $214K
|
1.98K
$243K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
102KNew |
$9.54M - $11M
|
102K
$12.5M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
8.18K+ 7.17% |
$765K - $885K
|
122K
$15M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
444New |
$41.5K - $48K
|
444
$54.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
104New |
$9.73K - $11.3K
|
104
$12.8K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
145+ 6.25% |
$13.6K - $15.7K
|
2.47K
$302K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
26.8K+ 33.75% |
$2.5M - $2.9M
|
106K
$13M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-179- 3.23% |
$16.7K - $19.4K
|
5.37K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
64.3K+ 171.18% |
$6.02M - $6.96M
|
102K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-77.1K- 94.03% |
$7.21M - $8.34M
|
4.89K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
240+ 23.23% |
$22.5K - $26K
|
1.27K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
59New |
$5.52K - $6.38K
|
59
$7.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-84.9K- 33.91% |
$7.94M - $9.19M
|
165K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$327K - $378K
|
3.5K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.9KNew |
$1.3M - $1.5M
|
13.9K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$37.4K - $43.3K
|
400
$49.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-595K- 99.04% |
$55.7M - $64.4M
|
5.77K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.18KNew |
$297K - $344K
|
3.18K
$390K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.08K+ 1872.69% |
$475K - $549K
|
5.35K
$656K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-21- 0.72% |
$1.96K - $2.27K
|
2.88K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
285New |
$26.7K - $30.8K
|
285
$35K
|
|