Latest Institutional Transactions on Ishares Core High Dividend ETF (HDV)
This table provides information on the latest institutional transactions involving Ishares Core High Dividend ETF (HDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
419+ 10.07% |
$46.4K - $50.8K
|
4.58K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
445+ 24.56% |
$49.3K - $54K
|
2.26K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-331- 27.51% |
$36.7K - $40.1K
|
872
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.93KNew |
$214K - $234K
|
1.93K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
99+ 6.99% |
$11K - $12K
|
1.52K
$182K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.42K+ 40.78% |
$158K - $172K
|
4.91K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-22- 0.76% |
$2.44K - $2.67K
|
2.86K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.11K+ 19.72% |
$123K - $134K
|
6.72K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-129- 0.77% |
$14.3K - $15.6K
|
16.6K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.69K+ 108.56% |
$298K - $326K
|
5.16K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-564- 10.61% |
$62.5K - $68.4K
|
4.75K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17- 0.82% |
$1.88K - $2.06K
|
2.05K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-41- 3.45% |
$4.54K - $4.97K
|
1.15K
$138K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
6.13KNew |
$679K - $743K
|
6.13K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-528- 56.05% |
$58.5K - $64K
|
414
$49.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
16.8K+ 49.36% |
$1.86M - $2.04M
|
50.9K
$6.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17.9KNew |
$1.98M - $2.17M
|
17.9K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
285+ 1.74% |
$31.6K - $34.6K
|
16.7K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.13KNew |
$347K - $379K
|
3.13K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.7K+ 73.98% |
$188K - $206K
|
3.99K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.26KNew |
$250K - $274K
|
2.26K
$271K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
944+ 2.29% |
$105K - $114K
|
42.2K
$5.06M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
30New |
$3.32K - $3.64K
|
30
$3.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.9KNew |
$986K - $1.08M
|
8.9K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-78- 2.22% |
$8.64K - $9.46K
|
3.44K
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32+ 0.98% |
$3.55K - $3.88K
|
3.29K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-726- 5.22% |
$80.5K - $88K
|
13.2K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-15- 0.13% |
$1.66K - $1.82K
|
11.7K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 1.99% |
$2.55K - $2.79K
|
1.13K
$136K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.56K- 63.9% |
$1.06M - $1.16M
|
5.4K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
3KNew |
$332K - $363K
|
3K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
105+ 1.05% |
$11.6K - $12.7K
|
10.1K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.27% |
$3.32K - $3.64K
|
11.1K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.31K- 99.82% |
$811K - $887K
|
13
$1.56K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
157+ 5.07% |
$17.4K - $19K
|
3.25K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
219+ 1.66% |
$24.3K - $26.6K
|
13.4K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.09KNew |
$342K - $374K
|
3.09K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.57K- 10.98% |
$174K - $190K
|
12.7K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.74K+ 10843.75% |
$192K - $210K
|
1.75K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-51- 0.48% |
$5.65K - $6.19K
|
10.6K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.2KNew |
$1.47M - $1.61M
|
13.2K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
293+ 4.78% |
$32.5K - $35.5K
|
6.43K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.16% |
$4.43K - $4.85K
|
24.9K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
120+ 6.59% |
$13.3K - $14.6K
|
1.94K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5KNew |
$554K - $606K
|
5K
$600K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
374+ 10.26% |
$41.4K - $45.4K
|
4.02K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-828- 14.1% |
$91.8K - $100K
|
5.05K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
86+ 252.94% |
$9.53K - $10.4K
|
120
$14.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 2.21% |
$33.2K - $36.4K
|
13.3K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.6KNew |
$509K - $557K
|
4.6K
$551K
|