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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6New |
$593 - $626
|
6
$718
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
90.8KNew |
$8.86M - $9.47M
|
90.8K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
7.11KNew |
$693K - $741K
|
7.11K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
4.22K+ 36.48% |
$411K - $440K
|
15.8K
$1.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2.52KNew |
$246K - $263K
|
2.52K
$301K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.23KNew |
$217K - $232K
|
2.23K
$266K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.12KNew |
$206K - $221K
|
2.12K
$253K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.96K+ 3.55% |
$191K - $204K
|
57.1K
$6.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
1.47K+ 1.88% |
$143K - $153K
|
79.6K
$9.53M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
866New |
$84.5K - $90.3K
|
866
$104K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
800New |
$78K - $83.4K
|
800
$95.7K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
576+ 22.83% |
$56.2K - $60.1K
|
3.1K
$371K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
505New |
$49.3K - $52.7K
|
505
$60.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
473+ 473.0% |
$46.1K - $49.3K
|
573
$68.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
356New |
$34.7K - $37.1K
|
356
$42.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
350New |
$34.1K - $36.5K
|
350
$41.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
304New |
$29.7K - $31.7K
|
304
$36.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
190New |
$18.5K - $19.8K
|
190
$22.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
146New |
$14.2K - $15.2K
|
146
$17.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
124+ 0.8% |
$12.1K - $12.9K
|
15.7K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
110+ 3.93% |
$10.7K - $11.5K
|
2.91K
$348K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
100+ 4.72% |
$9.75K - $10.4K
|
2.22K
$265K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
50+ 1.35% |
$4.88K - $5.22K
|
3.75K
$449K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
30New |
$2.93K - $3.13K
|
30
$3.59K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
20+ 0.51% |
$1.95K - $2.09K
|
3.94K
$471K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18+ 0.78% |
$1.76K - $1.88K
|
2.33K
$278K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17New |
$1.66K - $1.77K
|
17
$2.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
10New |
$975 - $1.04K
|
10
$1.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.85% |
$293 - $313
|
357
$42.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2New |
$195 - $209
|
2
$239
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 1.82% |
$97.5 - $104
|
56
$6.7K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
194KNew |
$18.9M - $20.7M
|
194K
$23.2M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.5KNew |
$2.09M - $2.29M
|
21.5K
$2.57M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.58KNew |
$445K - $488K
|
4.58K
$547K
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
4.49K+ 5.97% |
$436K - $479K
|
79.7K
$9.54M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.4K+ 136.67% |
$428K - $470K
|
7.62K
$912K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
3.47K+ 17.25% |
$337K - $370K
|
23.6K
$2.82M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.28KNew |
$222K - $244K
|
2.28K
$273K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.2KNew |
$214K - $235K
|
2.2K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
2.1KNew |
$204K - $224K
|
2.1K
$251K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.46K+ 84.46% |
$142K - $155K
|
3.18K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
684+ 33.78% |
$66.5K - $73K
|
2.71K
$324K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
586+ 20.47% |
$57K - $62.5K
|
3.45K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
BUY
|
- |
529+ 4.39% |
$51.4K - $56.4K
|
12.6K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
516New |
$50.2K - $55K
|
516
$61.7K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
377+ 11.78% |
$36.7K - $40.2K
|
3.58K
$428K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
310+ 7.37% |
$30.1K - $33.1K
|
4.52K
$540K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
300New |
$29.2K - $32K
|
300
$35.9K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
140New |
$13.6K - $14.9K
|
140
$16.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
138New |
$13.4K - $14.7K
|
138
$16.5K
|
|