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 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.45K+ 15.17% |
$229K - $265K
|
18.6K
$2.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
58New |
$5.43K - $6.28K
|
58
$6.96K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
305New |
$28.5K - $33K
|
305
$36.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
59New |
$5.52K - $6.38K
|
59
$7.08K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.95K+ 6.47% |
$369K - $427K
|
64.9K
$7.78M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-1.57K- 56.37% |
$147K - $170K
|
1.21K
$145K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
201New |
$18.8K - $21.7K
|
201
$24.1K
|
|
| Q3 2022 | |||||||
|
Feb 20, 2025
Q3 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.2KClosed |
$475K - $551K
|
0
$0
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.04K+ 92.92% |
$460K - $534K
|
10.5K
$1.25M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-21.7K- 47.64% |
$1.98M - $2.3M
|
23.9K
$2.86M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50+ 0.92% |
$4.56K - $5.3K
|
5.49K
$658K
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
740+ 3.13% |
$67.6K - $78.4K
|
24.4K
$2.92M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.4KNew |
$1.05M - $1.21M
|
11.4K
$1.37M
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 18.87% |
$913 - $1.06K
|
43
$5.16K
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
12.2KNew |
$1.11M - $1.29M
|
12.2K
$1.46M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
234New |
$21.4K - $24.8K
|
234
$28.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10New |
$913 - $1.06K
|
10
$1.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
5.54K+ 5.93% |
$505K - $586K
|
98.9K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-61- 50.41% |
$5.57K - $6.46K
|
60
$7.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.08K- 12.25% |
$555K - $644K
|
43.6K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.07K+ 11.04% |
$189K - $219K
|
20.8K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-647- 58.39% |
$59.1K - $68.5K
|
461
$55.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.47K- 47.28% |
$682K - $791K
|
8.33K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
73.7K+ 131.61% |
$6.73M - $7.81M
|
130K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.53KNew |
$687K - $797K
|
7.53K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-235K- 39.47% |
$21.4M - $24.9M
|
360K
$43.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 42.86% |
$6.85K - $7.95K
|
100
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
522+ 20.07% |
$47.7K - $55.3K
|
3.12K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-572- 16.05% |
$52.2K - $60.6K
|
2.99K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.53% |
$1.55K - $1.8K
|
3.23K
$388K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
42New |
$3.83K - $4.45K
|
42
$5.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
166New |
$15.2K - $17.6K
|
166
$19.9K
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8K- 6.45% |
$730K - $848K
|
116K
$13.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.64KNew |
$606K - $703K
|
6.64K
$796K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-24.1K- 57.32% |
$2.2M - $2.56M
|
18K
$2.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-510- 50.85% |
$46.6K - $54K
|
493
$59.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-226- 8.83% |
$20.6K - $23.9K
|
2.33K
$280K
|
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
35.6KNew |
$3.25M - $3.77M
|
35.6K
$4.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$274 - $318
|
441
$52.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
537New |
$49K - $56.9K
|
537
$64.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-124Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-806- 23.32% |
$73.6K - $85.4K
|
2.65K
$318K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
422+ 4.48% |
$38.5K - $44.7K
|
9.85K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
29.2KNew |
$2.67M - $3.09M
|
29.2K
$3.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.05K- 27.42% |
$95.8K - $111K
|
2.78K
$333K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.05KNew |
$95.4K - $111K
|
1.05K
$125K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-817- 19.82% |
$74.6K - $86.6K
|
3.31K
$397K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
29.4KNew |
$2.68M - $3.11M
|
29.4K
$3.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
PUT |
30KNew |
$2.74M - $3.18M
|
30K
$3.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30New |
$2.74K - $3.18K
|
30
$3.6K
|
|