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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 6.27% |
$15.9K - $16.8K
|
2.54K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
148New |
$15.7K - $16.5K
|
148
$17.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
140+ 14.58% |
$14.8K - $15.6K
|
1.1K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
117+ 1.0% |
$12.4K - $13.1K
|
11.8K
$1.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91New |
$9.63K - $10.2K
|
91
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
66+ 4.61% |
$6.99K - $7.37K
|
1.5K
$173K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
46+ 0.91% |
$4.87K - $5.14K
|
5.09K
$586K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
42+ 0.56% |
$4.45K - $4.69K
|
7.56K
$871K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
30+ 35.71% |
$3.18K - $3.35K
|
114
$13.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
22New |
$2.33K - $2.46K
|
22
$2.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
18New |
$1.91K - $2.01K
|
18
$2.07K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15+ 10.0% |
$1.59K - $1.68K
|
165
$19K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.19% |
$1.27K - $1.34K
|
6.35K
$731K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8+ 0.76% |
$847 - $893
|
1.06K
$123K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
6+ 0.32% |
$635 - $670
|
1.91K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$529 - $558
|
5
$576
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4+ 0.21% |
$423 - $447
|
1.92K
$221K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.02% |
$106 - $112
|
5.49K
$632K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
496K+ 19.74% |
$50.5M - $54.7M
|
3.01M
$347M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
19KNew |
$1.94M - $2.1M
|
19K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
16.8KNew |
$1.71M - $1.85M
|
16.8K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
13.9K+ 25.9% |
$1.41M - $1.53M
|
67.5K
$7.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
8.38KNew |
$853K - $924K
|
8.38K
$966K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7.43KNew |
$756K - $819K
|
7.43K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.31K+ 9.8% |
$642K - $695K
|
70.7K
$8.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.49KNew |
$558K - $605K
|
5.49K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.98KNew |
$507K - $549K
|
4.98K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.38KNew |
$446K - $483K
|
4.38K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.5KNew |
$356K - $385K
|
3.5K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.07KNew |
$312K - $338K
|
3.07K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.9KNew |
$296K - $320K
|
2.9K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.79KNew |
$284K - $308K
|
2.79K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.28KNew |
$232K - $251K
|
2.28K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.1KNew |
$214K - $232K
|
2.1K
$242K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.04KNew |
$208K - $225K
|
2.04K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.03KNew |
$207K - $224K
|
2.03K
$234K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.95KNew |
$199K - $215K
|
1.95K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.93KNew |
$197K - $213K
|
1.93K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.89KNew |
$192K - $208K
|
1.89K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.88KNew |
$192K - $208K
|
1.88K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.83KNew |
$186K - $202K
|
1.83K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.83KNew |
$186K - $201K
|
1.83K
$210K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.59KNew |
$162K - $175K
|
1.59K
$183K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.41K+ 3.78% |
$144K - $156K
|
38.7K
$4.46M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
902+ 60.05% |
$91.8K - $99.4K
|
2.4K
$277K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
782+ 2.47% |
$79.6K - $86.2K
|
32.5K
$3.74M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
685+ 34.49% |
$69.7K - $75.5K
|
2.67K
$308K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
609+ 11.76% |
$62K - $67.1K
|
5.79K
$667K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
473New |
$48.2K - $52.1K
|
473
$54.5K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
415New |
$42.2K - $45.7K
|
415
$47.8K
|
|