Latest Institutional Purchases of Ishares Core High Dividend ETF (HDV)
This list provides information on the latest institutional transactions involving Ishares Core High Dividend ETF (HDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.83KNew |
$186K - $202K
|
1.83K
$211K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.83KNew |
$186K - $201K
|
1.83K
$210K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.59KNew |
$162K - $175K
|
1.59K
$183K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.41K+ 3.78% |
$144K - $156K
|
38.7K
$4.45M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
902+ 60.05% |
$91.8K - $99.4K
|
2.4K
$277K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
782+ 2.47% |
$79.6K - $86.2K
|
32.5K
$3.74M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
685+ 34.49% |
$69.7K - $75.5K
|
2.67K
$307K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
609+ 11.76% |
$62K - $67.1K
|
5.79K
$666K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
473New |
$48.2K - $52.1K
|
473
$54.4K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
415New |
$42.2K - $45.7K
|
415
$47.8K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
281+ 1.54% |
$28.6K - $31K
|
18.6K
$2.14M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
108New |
$11K - $11.9K
|
108
$12.4K
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100+ 13.89% |
$10.2K - $11K
|
820
$94.4K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$5.9K - $6.39K
|
58
$6.68K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
42+ 1.64% |
$4.28K - $4.63K
|
2.6K
$300K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$4.07K - $4.41K
|
40
$4.6K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32New |
$3.26K - $3.53K
|
32
$3.68K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.29% |
$2.85K - $3.09K
|
9.84K
$1.13M
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
10+ 0.19% |
$1.02K - $1.1K
|
5.32K
$612K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$509 - $551
|
5
$576
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.77% |
$407 - $441
|
525
$60.4K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.28K
$263K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.31% |
$102 - $110
|
322
$37.1K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
158KNew |
$14.8M - $16.3M
|
158K
$18.2M
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
7.87KNew |
$738K - $812K
|
7.87K
$905K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.66KNew |
$718K - $791K
|
7.66K
$882K
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
5.49KNew |
$514K - $566K
|
5.49K
$631K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.62KNew |
$433K - $477K
|
4.62K
$532K
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.53KNew |
$331K - $364K
|
3.53K
$406K
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
3.51KNew |
$329K - $363K
|
3.51K
$404K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.25KNew |
$305K - $335K
|
3.25K
$374K
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.98KNew |
$186K - $204K
|
1.98K
$228K
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.96KNew |
$184K - $202K
|
1.96K
$226K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.85K+ 68.87% |
$173K - $191K
|
4.53K
$521K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.25KNew |
$117K - $129K
|
1.25K
$144K
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
918New |
$86.1K - $94.8K
|
918
$106K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
841New |
$78.9K - $86.8K
|
841
$96.8K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
778New |
$73K - $80.3K
|
778
$89.5K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
751+ 17.71% |
$70.4K - $77.5K
|
4.99K
$574K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
743+ 12.5% |
$69.7K - $76.7K
|
6.69K
$770K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
412New |
$38.6K - $42.5K
|
412
$47.4K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400New |
$37.5K - $41.3K
|
400
$46K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
345New |
$32.4K - $35.6K
|
345
$39.7K
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
296New |
$27.8K - $30.6K
|
296
$34.1K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
265+ 152.3% |
$24.8K - $27.4K
|
439
$50.5K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
255New |
$23.9K - $26.3K
|
255
$29.4K
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
250+ 11.63% |
$23.4K - $25.8K
|
2.4K
$276K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
230New |
$21.6K - $23.7K
|
230
$26.5K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
216+ 3.36% |
$20.3K - $22.3K
|
6.65K
$765K
|