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 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-19.9KClosed |
$1.88M - $2.01M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$94.5 - $101
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
2.09KNew |
$197K - $211K
|
2.09K
$235K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$147K - $157K
|
1.56K
$175K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.87KNew |
$554K - $592K
|
5.87K
$660K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
26New |
$2.46K - $2.63K
|
26
$2.93K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
640New |
$60.5K - $64.6K
|
640
$72K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-135Closed |
$12.8K - $13.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-368Closed |
$34.8K - $37.2K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-15.8KClosed |
$1.49M - $1.59M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-446Closed |
$42.2K - $45K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.26KClosed |
$214K - $228K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-3.61KClosed |
$341K - $364K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-375Closed |
$35.3K - $36.9K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-42.6KClosed |
$4.02M - $4.19M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.38KClosed |
$225K - $234K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
100KNew |
$9.43M - $9.84M
|
100K
$11.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-9.25KClosed |
$872K - $910K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-597Closed |
$56.3K - $58.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-60Closed |
$5.66K - $5.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-2.46KClosed |
$232K - $242K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
153+ 59.53% |
$14.4K - $15K
|
410
$46.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.36KClosed |
$317K - $330K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-48.6KClosed |
$4.58M - $4.78M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.43KNew |
$229K - $239K
|
2.43K
$273K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-31- 68.89% |
$2.92K - $3.05K
|
14
$1.58K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
160+ 94.12% |
$15.1K - $15.7K
|
330
$37.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.37KClosed |
$223K - $233K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.13KClosed |
$201K - $209K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-47.3KClosed |
$4.46M - $4.65M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.87KNew |
$270K - $282K
|
2.87K
$323K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
20.5KNew |
$1.93M - $2.01M
|
20.5K
$2.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.08KClosed |
$102K - $106K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-10.6KClosed |
$1M - $1.05M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.7KClosed |
$1.01M - $1.05M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18KClosed |
$1.71M - $1.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
42.6KNew |
$4.04M - $4.25M
|
42.6K
$4.8M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-955Closed |
$90.5K - $95.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-32.9KClosed |
$3.12M - $3.28M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-6.2KClosed |
$588K - $618K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-5.96KClosed |
$565K - $594K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-460Closed |
$43.6K - $45.9K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-25.4KClosed |
$2.4M - $2.53M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-200Closed |
$19K - $19.9K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.99KClosed |
$283K - $298K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-18Closed |
$1.71K - $1.79K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.22KClosed |
$305K - $321K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-107Closed |
$10.1K - $10.7K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-98Closed |
$9.29K - $9.77K
|
0
$0
|
|