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 05, 2021
Q4 2020
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.82KClosed |
$526K - $618K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8.24KClosed |
$637K - $748K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Howland Capital Management LLC
|
SELL
|
- |
-8KClosed |
$618K - $726K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-190Closed |
$14.7K - $17.2K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-200Closed |
$15.5K - $18.1K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Busey Wealth Management
|
SELL
|
- |
-4.54KClosed |
$350K - $412K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-245- 60.64% |
$18.9K - $22.2K
|
159
$18.8K
|
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
700New |
$54.1K - $63.5K
|
700
$82.9K
|
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
SELL
|
- |
-65Closed |
$5.02K - $5.9K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3.03KClosed |
$238K - $261K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-30.3KClosed |
$2.38M - $2.61M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-218Closed |
$17.2K - $18.8K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.26KClosed |
$571K - $626K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.33KClosed |
$341K - $373K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-3.48KClosed |
$273K - $300K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Edge Capital Group, LLC
|
SELL
|
- |
-8.59KClosed |
$676K - $741K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-300Closed |
$23.6K - $25.9K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.5K+ 24.88% |
$118K - $129K
|
7.5K
$889K
|
|
|
Nov 05, 2020
Q3 2020
|
Divergent Wealth Advisors
|
SELL
|
- |
-195KClosed |
$15.3M - $16.8M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.14KClosed |
$247K - $271K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.88KClosed |
$148K - $162K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-950Closed |
$74.7K - $81.9K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
4.19KNew |
$329K - $361K
|
4.19K
$496K
|
|
|
Oct 19, 2020
Q3 2020
|
Gfg Capital, LLC
|
SELL
|
- |
-9KClosed |
$708K - $776K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-7.86KClosed |
$618K - $677K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.92KClosed |
$230K - $252K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Corbenic Partners LLC
|
SELL
|
- |
-1Closed |
$78.7 - $86.2
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Stolper CO
|
SELL
|
- |
-10.7KClosed |
$841K - $922K
|
0
$0
|
|
|
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
$2.39M
|
|
|
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
$7.08M
|
|
|
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
$10.9K
|
|
|
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
$56.2K
|
|