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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.54K+ 5.93% |
$505K - $586K
|
98.9K
$11.4M
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.04K+ 92.92% |
$460K - $534K
|
10.5K
$1.21M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.41KNew |
$311K - $362K
|
3.41K
$393K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.96K+ 903.66% |
$271K - $314K
|
3.29K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 11.04% |
$189K - $219K
|
20.8K
$2.4M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.45K+ 47.8% |
$133K - $154K
|
4.5K
$518K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.05KNew |
$95.4K - $111K
|
1.05K
$120K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
740+ 3.13% |
$67.6K - $78.4K
|
24.4K
$2.81M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
693New |
$63.3K - $73.4K
|
693
$79.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
537New |
$49K - $56.9K
|
537
$61.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
522+ 20.07% |
$47.7K - $55.3K
|
3.12K
$360K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
422+ 4.48% |
$38.5K - $44.7K
|
9.85K
$1.13M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
380+ 111.11% |
$34.7K - $40.3K
|
722
$83.2K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
269+ 1.12% |
$24.6K - $28.5K
|
24.2K
$2.79M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
234New |
$21.4K - $24.8K
|
234
$27K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
166New |
$15.2K - $17.6K
|
166
$19.1K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
75+ 64.1% |
$6.85K - $7.95K
|
192
$22.1K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50+ 0.92% |
$4.56K - $5.3K
|
5.49K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
42New |
$3.83K - $4.45K
|
42
$4.84K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
36New |
$3.29K - $3.81K
|
36
$4.15K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30New |
$2.74K - $3.18K
|
30
$3.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.53% |
$1.55K - $1.8K
|
3.23K
$372K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10New |
$913 - $1.06K
|
10
$1.15K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$274 - $318
|
441
$50.8K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.49% |
$91.3 - $106
|
68
$7.84K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
98.3KNew |
$9.55M - $10.8M
|
98.3K
$11.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
56KNew |
$5.44M - $6.15M
|
56K
$6.45M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3KNew |
$4.5M - $5.09M
|
46.3K
$5.34M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
33.3KNew |
$3.24M - $3.66M
|
33.3K
$3.84M
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
15.8KNew |
$1.54M - $1.74M
|
15.8K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8KNew |
$1.15M - $1.3M
|
11.8K
$1.36M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
8.02KNew |
$779K - $882K
|
8.02K
$924K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.26KNew |
$608K - $688K
|
6.26K
$721K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$481K - $545K
|
4.96K
$571K
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49K+ 136.66% |
$436K - $494K
|
7.78K
$896K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$427K - $484K
|
4.4K
$507K
|
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.38KNew |
$425K - $481K
|
4.38K
$504K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.21KNew |
$409K - $463K
|
4.21K
$485K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.65KNew |
$355K - $402K
|
3.65K
$421K
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.15KNew |
$305K - $346K
|
3.15K
$362K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.89K+ 9.99% |
$280K - $317K
|
31.8K
$3.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.6KNew |
$252K - $285K
|
2.6K
$299K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.41KNew |
$234K - $264K
|
2.41K
$277K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.37KNew |
$230K - $261K
|
2.37K
$273K
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.37KNew |
$230K - $260K
|
2.37K
$273K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.24KNew |
$218K - $247K
|
2.24K
$258K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.19KNew |
$213K - $241K
|
2.19K
$253K
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.1KNew |
$204K - $230K
|
2.1K
$242K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2KNew |
$194K - $220K
|
2K
$230K
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.23KNew |
$120K - $136K
|
1.23K
$142K
|
|