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 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
117+ 1.31% |
$12.6K - $13.9K
|
9.07K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
116+ 53.46% |
$12.5K - $13.8K
|
333
$39.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
102+ 1.02% |
$11K - $12.1K
|
10.1K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
101+ 0.85% |
$10.9K - $12K
|
12K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
100+ 1.03% |
$10.8K - $11.9K
|
9.8K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
97+ 1.05% |
$10.4K - $11.5K
|
9.32K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
91New |
$9.79K - $10.8K
|
91
$10.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 6.62% |
$9.47K - $10.5K
|
1.42K
$167K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
78+ 2.44% |
$8.39K - $9.26K
|
3.28K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
74+ 0.19% |
$7.96K - $8.79K
|
38.3K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
73+ 0.53% |
$7.86K - $8.67K
|
13.9K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
69+ 0.01% |
$7.43K - $8.19K
|
465K
$54.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
65+ 2.82% |
$7K - $7.72K
|
2.37K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
62+ 3.16% |
$6.67K - $7.36K
|
2.02K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
57+ 2.56% |
$6.13K - $6.77K
|
2.28K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
55+ 0.13% |
$5.92K - $6.53K
|
41.5K
$4.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.52% |
$5.38K - $5.94K
|
9.62K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48+ 0.29% |
$5.17K - $5.7K
|
16.7K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$5.06K - $5.58K
|
47
$5.53K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
47New |
$5.06K - $5.58K
|
47
$5.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 1.24% |
$4.52K - $4.99K
|
3.42K
$403K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
38+ 1.92% |
$4.09K - $4.51K
|
2.02K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
37+ 1.88% |
$3.98K - $4.39K
|
2K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
35+ 0.09% |
$3.77K - $4.16K
|
40.3K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34+ 0.73% |
$3.66K - $4.04K
|
4.69K
$552K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 110.34% |
$3.44K - $3.8K
|
61
$7.18K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32New |
$3.44K - $3.8K
|
32
$3.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
30+ 0.28% |
$3.23K - $3.56K
|
10.9K
$1.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
30New |
$3.23K - $3.56K
|
30
$3.53K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
30+ 1.19% |
$3.23K - $3.56K
|
2.55K
$299K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
26+ 0.99% |
$2.8K - $3.09K
|
2.66K
$313K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
25+ 0.18% |
$2.69K - $2.97K
|
13.6K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 35.82% |
$2.58K - $2.85K
|
91
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
24+ 0.6% |
$2.58K - $2.85K
|
4K
$471K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
24+ 0.46% |
$2.58K - $2.85K
|
5.21K
$613K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
23+ 0.33% |
$2.48K - $2.73K
|
6.89K
$811K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 0.57% |
$2.48K - $2.73K
|
4.09K
$481K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
22+ 0.82% |
$2.37K - $2.61K
|
2.71K
$318K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.63% |
$2.15K - $2.38K
|
3.18K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
19+ 1.06% |
$2.04K - $2.26K
|
1.81K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
19+ 0.65% |
$2.04K - $2.26K
|
2.93K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.08% |
$2.04K - $2.26K
|
24.6K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
18+ 0.06% |
$1.94K - $2.14K
|
32K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
17+ 0.17% |
$1.83K - $2.02K
|
9.75K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.54% |
$1.72K - $1.9K
|
2.99K
$352K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15+ 0.54% |
$1.61K - $1.78K
|
2.78K
$327K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.59% |
$1.61K - $1.78K
|
2.55K
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.51K - $1.66K
|
14
$1.65K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.44% |
$1.4K - $1.54K
|
2.96K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.29K - $1.43K
|
3.32K
$391K
|