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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146+ 0.54% |
$15.7K - $17.3K
|
27.4K
$3.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-191- 0.79% |
$20.6K - $22.7K
|
24K
$2.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-286- 4.25% |
$30.8K - $34K
|
6.45K
$732K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.44K- 48.52% |
$370K - $408K
|
3.64K
$414K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$224K - $247K
|
2.08K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.9KNew |
$204K - $226K
|
1.9K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-764- 8.0% |
$82.2K - $90.7K
|
8.79K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.6K- 12.13% |
$280K - $309K
|
18.8K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-101- 1.85% |
$10.9K - $12K
|
5.36K
$609K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
5.43K+ 61.55% |
$585K - $645K
|
14.3K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-458- 1.39% |
$49.3K - $54.4K
|
32.4K
$3.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-25- 1.12% |
$2.69K - $2.97K
|
2.22K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.5KNew |
$269K - $297K
|
2.5K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-484- 0.2% |
$52.1K - $57.5K
|
246K
$27.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.78K+ 17.92% |
$192K - $212K
|
11.7K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.92% |
$108 - $119
|
53
$6.02K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.92K+ 5.44% |
$637K - $703K
|
115K
$13M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
10.2K+ 70.73% |
$1.1M - $1.21M
|
24.6K
$2.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
938+ 353.96% |
$101K - $111K
|
1.2K
$137K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200+ 2.5% |
$21.5K - $23.8K
|
8.21K
$931K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
878+ 26.74% |
$94.5K - $104K
|
4.16K
$472K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
280K+ 13316.23% |
$30.1M - $33.2M
|
282K
$32M
|
|
|
Oct 22, 2024
Q3 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.56K- 3.38% |
$168K - $186K
|
44.7K
$5.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
545New |
$58.7K - $64.7K
|
545
$61.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.1% |
$215 - $238
|
2.02K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 255.66% |
$1.16M - $1.28M
|
15K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.97KNew |
$212K - $234K
|
1.97K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
24+ 0.46% |
$2.58K - $2.85K
|
5.21K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.7K+ 121.29% |
$1.15M - $1.27M
|
19.5K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.51K - $1.66K
|
14
$1.59K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-21.8K- 63.42% |
$2.34M - $2.59M
|
12.6K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
939+ 27.35% |
$101K - $112K
|
4.37K
$496K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-4.04K- 2.94% |
$434K - $479K
|
133K
$15.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 2.7% |
$108 - $119
|
38
$4.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
1.14K+ 11.98% |
$122K - $135K
|
10.6K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.22K+ 0.92% |
$777K - $858K
|
796K
$90.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.4K+ 1.68% |
$474K - $523K
|
266K
$30.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 110.34% |
$3.44K - $3.8K
|
61
$6.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.5K+ 8.24% |
$5M - $5.52M
|
610K
$69.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-198- 36.53% |
$21.3K - $23.5K
|
344
$39K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01K+ 3.94% |
$108K - $119K
|
26.6K
$3.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
116+ 53.46% |
$12.5K - $13.8K
|
333
$37.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-216- 0.63% |
$23.2K - $25.7K
|
34.1K
$3.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-313- 1.2% |
$33.7K - $37.2K
|
25.7K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-57- 1.94% |
$6.13K - $6.77K
|
2.88K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.76KNew |
$835K - $921K
|
7.76K
$880K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-901- 12.81% |
$97K - $107K
|
6.13K
$696K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.72K- 3.99% |
$185K - $205K
|
41.4K
$4.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
142+ 1.04% |
$15.3K - $16.9K
|
13.8K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
729+ 0.9% |
$78.5K - $86.6K
|
82K
$9.31M
|