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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.1KNew |
$214K - $232K
|
2.1K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
685+ 34.49% |
$69.7K - $75.5K
|
2.67K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-800- 15.9% |
$81.4K - $88.2K
|
4.23K
$508K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
13.9K+ 25.9% |
$1.41M - $1.53M
|
67.5K
$8.09M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-107- 10.18% |
$10.9K - $11.8K
|
944
$113K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
415New |
$42.2K - $45.7K
|
415
$49.8K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-569- 21.82% |
$57.9K - $62.7K
|
2.04K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-68- 10.18% |
$6.92K - $7.49K
|
600
$72K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-350- 16.08% |
$35.6K - $38.6K
|
1.83K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
42+ 1.64% |
$4.28K - $4.63K
|
2.6K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.59KNew |
$162K - $175K
|
1.59K
$191K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
281+ 1.54% |
$28.6K - $31K
|
18.6K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.07KNew |
$312K - $338K
|
3.07K
$368K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
8.38KNew |
$853K - $924K
|
8.38K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
32New |
$3.26K - $3.53K
|
32
$3.84K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40New |
$4.07K - $4.41K
|
40
$4.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 3.13% |
$102 - $110
|
31
$3.72K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
4+ 0.77% |
$407 - $441
|
525
$63K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-462- 16.44% |
$47K - $50.9K
|
2.35K
$282K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5New |
$509 - $551
|
5
$600
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.83KNew |
$186K - $202K
|
1.83K
$220K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-583- 4.8% |
$59.3K - $64.3K
|
11.6K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-367- 10.59% |
$37.4K - $40.4K
|
3.1K
$371K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.89KNew |
$192K - $208K
|
1.89K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
19KNew |
$1.94M - $2.1M
|
19K
$2.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-18.9K- 98.95% |
$1.92M - $2.08M
|
200
$24K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-394- 13.93% |
$40.1K - $43.4K
|
2.44K
$292K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.83KNew |
$186K - $201K
|
1.83K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.29% |
$2.85K - $3.09K
|
9.84K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 90.38% |
$9.57K - $10.4K
|
10
$1.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.79KNew |
$284K - $308K
|
2.79K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.04KNew |
$208K - $225K
|
2.04K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.49KNew |
$558K - $605K
|
5.49K
$658K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.35K- 32.17% |
$137K - $148K
|
2.84K
$340K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.95KNew |
$199K - $215K
|
1.95K
$234K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
10+ 0.19% |
$1.02K - $1.1K
|
5.32K
$638K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-474- 18.83% |
$48.3K - $52.2K
|
2.04K
$245K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
108New |
$11K - $11.9K
|
108
$13K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.41K+ 3.78% |
$144K - $156K
|
38.7K
$4.64M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
782+ 2.47% |
$79.6K - $86.2K
|
32.5K
$3.89M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
58New |
$5.9K - $6.39K
|
58
$6.96K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.31% |
$102 - $110
|
322
$38.6K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400New |
$37.5K - $41.3K
|
400
$48K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-306- 13.27% |
$28.7K - $31.6K
|
2K
$240K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-312- 13.32% |
$29.3K - $32.2K
|
2.03K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-66- 9.22% |
$6.19K - $6.82K
|
650
$78K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
345New |
$32.4K - $35.6K
|
345
$41.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
296New |
$27.8K - $30.6K
|
296
$35.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-900- 25.92% |
$84.4K - $92.9K
|
2.57K
$308K
|
|