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 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-127- 3.19% |
$13.7K - $15.1K
|
3.86K
$438K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9.62K- 76.91% |
$1.04M - $1.14M
|
2.89K
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 6.62% |
$9.47K - $10.5K
|
1.42K
$161K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.19% |
$753 - $831
|
3.73K
$423K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6K+ 2.51% |
$1.79M - $1.98M
|
681K
$77.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-919- 1.99% |
$98.9K - $109K
|
45.3K
$5.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.16% |
$538 - $594
|
3.13K
$355K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
270+ 10.46% |
$29.1K - $32.1K
|
2.85K
$324K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
20KNew |
$2.15M - $2.37M
|
20K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.86K- 5.49% |
$845K - $933K
|
135K
$15.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.43K+ 17.36% |
$262K - $289K
|
16.5K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
18+ 0.06% |
$1.94K - $2.14K
|
32K
$3.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
11+ 0.36% |
$1.18K - $1.31K
|
3.07K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
128+ 0.79% |
$13.8K - $15.2K
|
16.3K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-88- 13.79% |
$9.47K - $10.5K
|
550
$62.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
321+ 1.78% |
$34.5K - $38.1K
|
18.4K
$2.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
168K+ 705.53% |
$18.1M - $20M
|
192K
$21.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
55+ 0.13% |
$5.92K - $6.53K
|
41.5K
$4.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 7.27% |
$255K - $281K
|
30.2K
$3.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.09% |
$538 - $594
|
5.41K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-336- 9.36% |
$36.2K - $39.9K
|
3.25K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
177+ 5.37% |
$19K - $21K
|
3.48K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.17K- 3.48% |
$126K - $139K
|
32.5K
$3.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.63K- 41.43% |
$175K - $193K
|
2.3K
$261K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
947+ 7.62% |
$102K - $112K
|
13.4K
$1.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48+ 0.29% |
$5.17K - $5.7K
|
16.7K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.54% |
$1.72K - $1.9K
|
2.99K
$340K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
120+ 4.67% |
$12.9K - $14.3K
|
2.69K
$305K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-377- 3.23% |
$40.6K - $44.8K
|
11.3K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 0.57% |
$2.48K - $2.73K
|
4.09K
$464K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2+ 0.1% |
$215 - $238
|
2.05K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-256- 4.55% |
$27.6K - $30.4K
|
5.37K
$610K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.63% |
$2.15K - $2.38K
|
3.18K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.24K+ 13.1% |
$134K - $147K
|
10.7K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-788- 2.96% |
$84.8K - $93.6K
|
25.9K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-144- 3.66% |
$15.5K - $17.1K
|
3.79K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.47K+ 3.4% |
$159K - $175K
|
44.8K
$5.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.2K+ 6.29% |
$1.21M - $1.33M
|
190K
$21.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-198- 0.59% |
$21.3K - $23.5K
|
33.1K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
189+ 5.69% |
$20.3K - $22.4K
|
3.51K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 0.24% |
$1.08K - $1.19K
|
4.24K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
74+ 0.19% |
$7.96K - $8.79K
|
38.3K
$4.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
497+ 37.79% |
$53.5K - $59K
|
1.81K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-777- 2.15% |
$83.6K - $92.3K
|
35.4K
$4.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-181- 0.72% |
$19.5K - $21.5K
|
24.9K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
834+ 6.37% |
$89.8K - $99K
|
13.9K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.1K+ 27.51% |
$118K - $130K
|
5.08K
$577K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
5.12K
$581K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.44% |
$1.4K - $1.54K
|
2.96K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-9.03K- 82.91% |
$971K - $1.07M
|
1.86K
$211K
|