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 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
27+ 0.08% |
$2.99K - $3.27K
|
33.1K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-18- 0.79% |
$1.99K - $2.18K
|
2.26K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.71K+ 4.97% |
$190K - $208K
|
36.2K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.44K- 70.26% |
$935K - $1.02M
|
3.57K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-46- 1.37% |
$5.1K - $5.58K
|
3.31K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
929+ 0.95% |
$103K - $113K
|
99K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12- 1.45% |
$1.33K - $1.46K
|
813
$97.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.34KNew |
$481K - $527K
|
4.34K
$521K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
751+ 5.98% |
$83.2K - $91.1K
|
13.3K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-60- 1.91% |
$6.65K - $7.28K
|
3.08K
$370K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.12KNew |
$235K - $257K
|
2.12K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.07K- 25.63% |
$340K - $372K
|
8.9K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
261+ 1.02% |
$28.9K - $31.7K
|
25.8K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-57- 0.26% |
$6.32K - $6.91K
|
21.5K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-588- 1.42% |
$65.2K - $71.3K
|
40.8K
$4.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-90- 1.04% |
$9.97K - $10.9K
|
8.56K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.26K- 26.82% |
$139K - $153K
|
3.43K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-798- 17.55% |
$88.4K - $96.8K
|
3.75K
$450K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-246- 8.73% |
$27.3K - $29.8K
|
2.57K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
16KNew |
$1.77M - $1.94M
|
16K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.1K+ 49.55% |
$233K - $255K
|
6.34K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.05% |
$4.77K - $5.22K
|
80.6K
$9.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-74- 0.41% |
$8.2K - $8.97K
|
18.1K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
509+ 9.2% |
$56.4K - $61.7K
|
6.04K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.17K+ 186.67% |
$463K - $506K
|
6.41K
$769K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-998- 15.89% |
$111K - $121K
|
5.28K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 1.88% |
$4.21K - $4.61K
|
1.99K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.03K- 4.49% |
$225K - $247K
|
43.3K
$5.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.7K+ 5.54% |
$4.18M - $4.57M
|
718K
$86.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-58- 33.33% |
$6.43K - $7.03K
|
116
$13.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
492+ 13.24% |
$54.5K - $59.7K
|
4.21K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.16KNew |
$350K - $383K
|
3.16K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.61K- 15.68% |
$290K - $317K
|
14.1K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
550+ 4.58% |
$61K - $66.7K
|
12.6K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.43K- 32.86% |
$601K - $658K
|
11.1K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
632+ 2.1% |
$70K - $76.6K
|
30.8K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11+ 0.29% |
$1.22K - $1.33K
|
3.8K
$455K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.05KNew |
$338K - $370K
|
3.05K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
368+ 7.62% |
$40.8K - $44.6K
|
5.2K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-655- 0.14% |
$72.6K - $79.4K
|
464K
$55.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.27K- 20.53% |
$584K - $639K
|
20.4K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$522K - $572K
|
4.71K
$565K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
918+ 5.94% |
$102K - $111K
|
16.4K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 4.34% |
$210K - $230K
|
45.6K
$5.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.06KNew |
$339K - $371K
|
3.06K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-690- 9.26% |
$76.5K - $83.7K
|
6.77K
$811K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 0.26% |
$3.66K - $4K
|
12.7K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-21.9K- 43.47% |
$2.42M - $2.65M
|
28.5K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-256- 9.96% |
$28.4K - $31K
|
2.31K
$278K
|