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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
522+ 20.07% |
$47.7K - $55.3K
|
3.12K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-572- 16.05% |
$52.2K - $60.6K
|
2.99K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.53% |
$1.55K - $1.8K
|
3.23K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
42New |
$3.83K - $4.45K
|
42
$4.83K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
166New |
$15.2K - $17.6K
|
166
$19.1K
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8K- 6.45% |
$730K - $848K
|
116K
$13.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.64KNew |
$606K - $703K
|
6.64K
$764K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-24.1K- 57.32% |
$2.2M - $2.56M
|
18K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-510- 50.85% |
$46.6K - $54K
|
493
$56.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-226- 8.83% |
$20.6K - $23.9K
|
2.33K
$269K
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
35.6KNew |
$3.25M - $3.77M
|
35.6K
$4.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$274 - $318
|
441
$50.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
537New |
$49K - $56.9K
|
537
$61.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-124Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-806- 23.32% |
$73.6K - $85.4K
|
2.65K
$305K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
422+ 4.48% |
$38.5K - $44.7K
|
9.85K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
29.2KNew |
$2.67M - $3.09M
|
29.2K
$3.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.05K- 27.42% |
$95.8K - $111K
|
2.78K
$320K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.05KNew |
$95.4K - $111K
|
1.05K
$120K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-817- 19.82% |
$74.6K - $86.6K
|
3.31K
$381K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
29.4KNew |
$2.68M - $3.11M
|
29.4K
$3.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
PUT |
30KNew |
$2.74M - $3.18M
|
30K
$3.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30New |
$2.74K - $3.18K
|
30
$3.45K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.41KNew |
$311K - $362K
|
3.41K
$393K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.96K+ 903.66% |
$271K - $314K
|
3.29K
$379K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.88KNew |
$537K - $623K
|
5.88K
$677K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.81K- 9.6% |
$439K - $510K
|
45.3K
$5.22M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
693New |
$63.3K - $73.4K
|
693
$79.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
380+ 111.11% |
$34.7K - $40.3K
|
722
$83.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.9K- 86.36% |
$173K - $201K
|
300
$34.5K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.49% |
$91.3 - $106
|
68
$7.83K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-10K- 16.79% |
$914K - $1.06M
|
49.6K
$5.71M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.44K- 37.18% |
$131K - $152K
|
2.43K
$280K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-169K- 92.74% |
$15.5M - $17.9M
|
13.2K
$1.52M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.79K- 3.63% |
$163K - $189K
|
47.3K
$5.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.06K- 9.12% |
$188K - $218K
|
20.5K
$2.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 13.87% |
$156K - $181K
|
10.6K
$1.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-28K- 17.26% |
$2.56M - $2.97M
|
134K
$15.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.8KNew |
$895K - $1.04M
|
9.8K
$1.13M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.45K+ 47.8% |
$133K - $154K
|
4.5K
$517K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.27K- 9.31% |
$115K - $134K
|
12.3K
$1.42M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.49K- 17.49% |
$502K - $582K
|
25.9K
$2.98M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-28- 1.33% |
$2.56K - $2.97K
|
2.08K
$239K
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-97K- 92.22% |
$8.86M - $10.3M
|
8.18K
$941K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-993- 19.55% |
$90.7K - $105K
|
4.09K
$470K
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-12.4K- 28.98% |
$1.13M - $1.31M
|
30.4K
$3.49M
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
36New |
$3.29K - $3.81K
|
36
$4.14K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
75+ 64.1% |
$6.85K - $7.95K
|
192
$22.1K
|
|
| Q2 2022 | |||||||
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
83New |
$8.06K - $9.12K
|
83
$9.55K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-375- 0.2% |
$36.4K - $41.2K
|
190K
$21.8M
|
|