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 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.95K+ 6.47% |
$369K - $427K
|
64.9K
$7.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$327K - $378K
|
3.5K
$403K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$312K - $361K
|
3.33K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.18KNew |
$297K - $344K
|
3.18K
$366K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.14KNew |
$293K - $339K
|
3.14K
$361K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.45K+ 15.17% |
$229K - $265K
|
18.6K
$2.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.38KNew |
$223K - $258K
|
2.38K
$275K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.23KNew |
$209K - $241K
|
2.23K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.22KNew |
$208K - $240K
|
2.22K
$256K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.17KNew |
$203K - $235K
|
2.17K
$250K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.1KNew |
$197K - $227K
|
2.1K
$242K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.05KNew |
$192K - $222K
|
2.05K
$237K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.02KNew |
$189K - $219K
|
2.02K
$233K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.98KNew |
$185K - $214K
|
1.98K
$228K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.82K+ 58.06% |
$170K - $197K
|
4.95K
$571K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.04KNew |
$97.7K - $113K
|
1.04K
$120K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
868+ 3.13% |
$81.2K - $93.9K
|
28.6K
$3.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
850+ 39.08% |
$79.5K - $92K
|
3.03K
$349K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
572New |
$53.5K - $61.9K
|
572
$65.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
531+ 414.84% |
$49.7K - $57.4K
|
659
$75.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
444New |
$41.5K - $48K
|
444
$51.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
400New |
$37.4K - $43.3K
|
400
$46.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
305New |
$28.5K - $33K
|
305
$35.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
285New |
$26.7K - $30.8K
|
285
$32.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
240+ 23.23% |
$22.5K - $26K
|
1.27K
$147K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
201New |
$18.8K - $21.7K
|
201
$23.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
177New |
$16.6K - $19.1K
|
177
$20.4K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
145+ 6.25% |
$13.6K - $15.7K
|
2.47K
$284K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
104New |
$9.73K - $11.3K
|
104
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
59New |
$5.52K - $6.38K
|
59
$6.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
59New |
$5.52K - $6.38K
|
59
$6.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$5.43K - $6.28K
|
58
$6.68K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
29New |
$2.71K - $3.14K
|
29
$3.34K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 4.39% |
$2.34K - $2.7K
|
594
$68.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
20+ 0.26% |
$1.87K - $2.16K
|
7.6K
$876K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.87K - $2.16K
|
20
$2.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
14+ 2.45% |
$1.31K - $1.51K
|
586
$67.5K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11New |
$1.03K - $1.19K
|
11
$1.27K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
73.7K+ 131.61% |
$6.73M - $7.81M
|
130K
$14.9M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
45KNew |
$4.11M - $4.77M
|
45K
$5.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
35.6KNew |
$3.25M - $3.77M
|
35.6K
$4.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
PUT |
30KNew |
$2.74M - $3.18M
|
30K
$3.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
29.4KNew |
$2.68M - $3.11M
|
29.4K
$3.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
29.2KNew |
$2.67M - $3.09M
|
29.2K
$3.36M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.2KNew |
$1.11M - $1.29M
|
12.2K
$1.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.4KNew |
$1.05M - $1.21M
|
11.4K
$1.32M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
9.8KNew |
$895K - $1.04M
|
9.8K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.53KNew |
$687K - $797K
|
7.53K
$867K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.64KNew |
$606K - $703K
|
6.64K
$765K
|
|
|
Nov 01, 2022
Q3 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
5.88KNew |
$537K - $623K
|
5.88K
$678K
|
|