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 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-278- 1.83% |
$29.9K - $33K
|
14.9K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.63K+ 25.87% |
$175K - $193K
|
7.92K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.09K+ 1.29% |
$225K - $249K
|
165K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
40.4K+ 311.32% |
$4.34M - $4.79M
|
53.3K
$6.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 0.69% |
$196K - $216K
|
265K
$30.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.34KNew |
$359K - $396K
|
3.34K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-958- 8.02% |
$103K - $114K
|
11K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$108 - $119
|
241
$27.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-284- 1.67% |
$30.6K - $33.7K
|
16.7K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.14KNew |
$338K - $373K
|
3.14K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
553+ 9.89% |
$59.5K - $65.7K
|
6.15K
$697K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.53K- 50.52% |
$272K - $300K
|
2.48K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-195- 2.43% |
$21K - $23.2K
|
7.84K
$889K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-49- 8.36% |
$5.27K - $5.82K
|
537
$60.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.59K+ 75.62% |
$171K - $189K
|
3.69K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.11K+ 47.16% |
$335K - $369K
|
9.71K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-9- 0.08% |
$969 - $1.07K
|
11.2K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-145- 0.19% |
$15.6K - $17.2K
|
74.7K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.98K+ 72.38% |
$213K - $235K
|
4.71K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.07K- 2.71% |
$115K - $127K
|
38.6K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
17+ 0.17% |
$1.83K - $2.02K
|
9.75K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-645- 5.4% |
$69.4K - $76.6K
|
11.3K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.58K+ 2.65% |
$170K - $187K
|
61.1K
$6.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.88KNew |
$310K - $342K
|
2.88K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-320- 13.83% |
$34.4K - $38K
|
1.99K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
940+ 4.11% |
$101K - $112K
|
23.8K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.1K- 2.21% |
$334K - $368K
|
137K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.28K+ 17.86% |
$138K - $152K
|
8.47K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-60- 0.42% |
$6.46K - $7.13K
|
14.2K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 29.97% |
$167K - $184K
|
6.73K
$764K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-411- 2.62% |
$44.2K - $48.8K
|
15.3K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
30+ 0.28% |
$3.23K - $3.56K
|
10.9K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.81KNew |
$195K - $215K
|
1.81K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
62+ 3.16% |
$6.67K - $7.36K
|
2.02K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.03% |
$646 - $713
|
587
$66.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.29K - $1.43K
|
3.32K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-54- 2.28% |
$5.81K - $6.41K
|
2.31K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11.8K- 26.16% |
$1.27M - $1.4M
|
33.3K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-41- 0.99% |
$4.41K - $4.87K
|
4.12K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.6K+ 3.44% |
$172K - $190K
|
48K
$5.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
$53.8K - $59.4K
|
500
$56.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-376K- 99.14% |
$40.5M - $44.7M
|
3.25K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
100+ 1.03% |
$10.8K - $11.9K
|
9.8K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.86K+ 4.42% |
$200K - $221K
|
43.8K
$4.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
134New |
$14.4K - $15.9K
|
134
$15.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.08K+ 8.14% |
$116K - $128K
|
14.4K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
570+ 4.95% |
$61.3K - $67.7K
|
12.1K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-490- 2.91% |
$52.7K - $58.2K
|
16.4K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-324- 33.68% |
$34.9K - $38.5K
|
638
$72.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.44K- 25.14% |
$585K - $645K
|
16.2K
$1.84M
|