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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
208+ 1.18% |
$19.5K - $21.5K
|
17.9K
$2.06M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
200New |
$18.8K - $20.7K
|
200
$23K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
89New |
$8.35K - $9.19K
|
89
$10.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
66New |
$6.19K - $6.82K
|
66
$7.6K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
41+ 1.33% |
$3.84K - $4.23K
|
3.13K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
33+ 1.51% |
$3.09K - $3.41K
|
2.23K
$256K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.54% |
$750 - $826
|
1.49K
$171K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
73.3KNew |
$7.25M - $7.65M
|
73.3K
$8.44M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
31KNew |
$3.07M - $3.24M
|
31K
$3.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.6KNew |
$1.05M - $1.11M
|
10.6K
$1.23M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.22KNew |
$912K - $962K
|
9.22K
$1.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
7.27K+ 9.03% |
$719K - $759K
|
87.8K
$10.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.63K+ 100.0% |
$359K - $379K
|
7.26K
$836K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.6KNew |
$257K - $271K
|
2.6K
$299K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.2KNew |
$218K - $230K
|
2.2K
$254K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.46KNew |
$144K - $152K
|
1.46K
$168K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
1.23K+ 3.27% |
$122K - $128K
|
38.9K
$4.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
917New |
$90.7K - $95.7K
|
917
$106K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
480+ 18.75% |
$47.5K - $50.1K
|
3.04K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
472+ 18.0% |
$46.7K - $49.3K
|
3.09K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
360+ 3.82% |
$35.6K - $37.6K
|
9.79K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
255+ 25.68% |
$25.2K - $26.6K
|
1.25K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
216New |
$21.4K - $22.5K
|
216
$24.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
121New |
$12K - $12.6K
|
121
$13.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
54+ 1800.0% |
$5.34K - $5.64K
|
57
$6.56K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
21+ 0.24% |
$2.08K - $2.19K
|
8.79K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
18New |
$1.78K - $1.88K
|
18
$2.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6New |
$593 - $626
|
6
$691
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
90.8KNew |
$8.86M - $9.47M
|
90.8K
$10.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.11KNew |
$693K - $741K
|
7.11K
$818K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4.22K+ 36.48% |
$411K - $440K
|
15.8K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.52KNew |
$246K - $263K
|
2.52K
$290K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.23KNew |
$217K - $232K
|
2.23K
$256K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.12KNew |
$206K - $221K
|
2.12K
$244K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.96K+ 3.55% |
$191K - $204K
|
57.1K
$6.57M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
1.47K+ 1.88% |
$143K - $153K
|
79.6K
$9.17M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
866New |
$84.5K - $90.3K
|
866
$99.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
800New |
$78K - $83.4K
|
800
$92.1K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
576+ 22.83% |
$56.2K - $60.1K
|
3.1K
$357K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
505New |
$49.3K - $52.7K
|
505
$58.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
473+ 473.0% |
$46.1K - $49.3K
|
573
$66K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
356New |
$34.7K - $37.1K
|
356
$41K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
350New |
$34.1K - $36.5K
|
350
$40.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
304New |
$29.7K - $31.7K
|
304
$35K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
190New |
$18.5K - $19.8K
|
190
$21.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
146New |
$14.2K - $15.2K
|
146
$16.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
124+ 0.8% |
$12.1K - $12.9K
|
15.7K
$1.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
110+ 3.93% |
$10.7K - $11.5K
|
2.91K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
100+ 4.72% |
$9.75K - $10.4K
|
2.22K
$255K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 1.35% |
$4.88K - $5.22K
|
3.75K
$432K
|
|