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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-340Closed |
$26.8K - $29.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
882+ 4.57% |
$60.7K - $80.2K
|
20.2K
$2.27M
|
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-1.22KClosed |
$84K - $111K
|
0
$0
|
|
|
Feb 11, 2021
Q2 2020
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-52Closed |
$3.58K - $4.73K
|
0
$0
|
|
|
Oct 07, 2020
Q2 2020
|
Acg Wealth
|
SELL
|
- |
-13.7KClosed |
$943K - $1.25M
|
0
$0
|
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-37.2KClosed |
$2.56M - $3.38M
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
59.7KNew |
$4.11M - $5.43M
|
59.7K
$6.72M
|
|
|
Aug 17, 2020
Q2 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-309Closed |
$21.3K - $28.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-518Closed |
$35.7K - $47.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.95KClosed |
$203K - $268K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1.14K- 92.52% |
$78.3K - $103K
|
92
$10.4K
|
|
|
Aug 14, 2020
Q2 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-3.17KClosed |
$218K - $288K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.73KClosed |
$257K - $339K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-742Closed |
$51.1K - $67.5K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Xr Securities LLC
|
SELL
|
- |
-9.37KClosed |
$645K - $852K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-5KClosed |
$344K - $455K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.4KClosed |
$234K - $309K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-575Closed |
$39.6K - $52.3K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.4KClosed |
$234K - $309K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-38.1KClosed |
$2.63M - $3.47M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.76KClosed |
$190K - $251K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
474New |
$32.6K - $43.1K
|
474
$53.4K
|
|
|
Aug 11, 2020
Q2 2020
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
94K+ 42.34% |
$6.47M - $8.55M
|
316K
$35.6M
|
|
|
Aug 07, 2020
Q2 2020
|
Dakota Wealth Management
|
SELL
|
- |
-3.71KClosed |
$255K - $337K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Concentrum Wealth Management
|
SELL
|
- |
-3.21KClosed |
$221K - $292K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.2KClosed |
$82.3K - $109K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
36+ 3.95% |
$2.48K - $3.27K
|
948
$107K
|
|
|
Jul 31, 2020
Q2 2020
|
Family Capital Trust CO
|
BUY
|
- |
1.4K+ 87.5% |
$96.4K - $127K
|
3K
$338K
|
|
|
Jul 28, 2020
Q2 2020
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3.69KClosed |
$254K - $335K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Capital Square, LLC
|
SELL
|
- |
-475Closed |
$32.7K - $43.2K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Firestone Capital Management
|
SELL
|
- |
-1.22K- 25.31% |
$84K - $111K
|
3.6K
$405K
|
|
|
Jul 20, 2020
Q2 2020
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5KClosed |
$344K - $455K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Veracity Capital LLC
|
SELL
|
- |
-2.95KClosed |
$203K - $268K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-270Closed |
$18.6K - $24.5K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 12, 2021
Q1 2020
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.17KClosed |
$134K - $213K
|
0
$0
|
|
|
Sep 04, 2020
Q1 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.28KClosed |
$327K - $519K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-741Closed |
$45.9K - $72.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Td Asset Management Inc
|
SELL
|
- |
-5.4KClosed |
$334K - $531K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-13.5KClosed |
$836K - $1.33M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-51.4KClosed |
$3.18M - $5.05M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.15KClosed |
$133K - $211K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.67KClosed |
$165K - $262K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-7.32KClosed |
$453K - $719K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-6.67KClosed |
$413K - $656K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-2.42KClosed |
$150K - $238K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-4.96KClosed |
$307K - $487K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Nvwm, LLC
|
SELL
|
- |
-431Closed |
$26.7K - $42.4K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Lapides Asset Management, LLC
|
SELL
|
- |
-6.7KClosed |
$415K - $659K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.08KClosed |
$190K - $302K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Appleton Partners Inc
|
SELL
|
- |
-2.97KClosed |
$184K - $292K
|
0
$0
|
|