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 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-942Closed |
$58.3K - $92.6K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-14KClosed |
$867K - $1.38M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-106Closed |
$6.56K - $10.4K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-141Closed |
$8.73K - $13.9K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.68KClosed |
$166K - $264K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.27KClosed |
$141K - $223K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-21.9KClosed |
$1.35M - $2.15M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.09KClosed |
$129K - $205K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
SELL
|
- |
-230Closed |
$14.2K - $22.6K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.61KClosed |
$285K - $453K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.35KClosed |
$146K - $231K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Hikari Power LTD
|
SELL
|
- |
-34.1KClosed |
$2.11M - $3.35M
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
586New |
$36.3K - $57.6K
|
586
$66K
|
|
|
Apr 16, 2020
Q1 2020
|
Bailard, Inc.
|
SELL
|
- |
-3.57KClosed |
$221K - $351K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-2.73KClosed |
$169K - $268K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Claret Asset Management Corp
|
SELL
|
- |
-2.66KClosed |
$165K - $261K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-220Closed |
$13.6K - $21.6K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.38KClosed |
$147K - $234K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Dec 13, 2024
Q4 2019
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
19.7KNew |
$1.8M - $1.94M
|
19.7K
$2.22M
|
|
|
Feb 18, 2020
Q4 2019
|
Smart Money Group LLC
|
SELL
|
- |
-2.26KClosed |
$206K - $222K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.03KClosed |
$276K - $298K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
West Bancorporation Inc
|
BUY
|
- |
799New |
$72.9K - $78.6K
|
799
$89.9K
|
|
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-250Closed |
$22.8K - $24.6K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.17KClosed |
$198K - $213K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-151Closed |
$13.8K - $14.9K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-868Closed |
$79.2K - $85.4K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-200Closed |
$18.2K - $19.7K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-311Closed |
$28.4K - $30.6K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.17KClosed |
$198K - $213K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.2KClosed |
$200K - $211K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$1.34M - $1.42M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Opus Investment Management Inc
|
SELL
|
- |
-27.6KClosed |
$2.5M - $2.64M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.35KClosed |
$394K - $417K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.93KClosed |
$447K - $473K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.03KClosed |
$93.3K - $98.7K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
4+ 0.97% |
$363 - $384
|
418
$47.1K
|
|
|
Oct 22, 2019
Q3 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-11.1KClosed |
$1.01M - $1.06M
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-745Closed |
$67.5K - $71.5K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Iron Financial, LLC
|
SELL
|
- |
-2.16KClosed |
$196K - $207K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-400Closed |
$36.3K - $38.4K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-412Closed |
$37.3K - $39.5K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-6.81KClosed |
$617K - $653K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
New Capital Management LP
|
SELL
|
- |
-407Closed |
$36.9K - $39K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-70Closed |
$6.35K - $6.71K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-62Closed |
$5.62K - $5.95K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-324Closed |
$29K - $30.9K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.1KClosed |
$98K - $104K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4Closed |
$358 - $382
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Motco
|
SELL
|
- |
-178Closed |
$15.9K - $17K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-687- 37.08% |
$61.5K - $65.5K
|
1.17K
$131K
|
|