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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.19KNew |
$213K - $241K
|
2.19K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.24KNew |
$218K - $247K
|
2.24K
$269K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.42KClosed |
$235K - $266K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.15KNew |
$305K - $346K
|
3.15K
$377K
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1.5K- 99.67% |
$145K - $164K
|
5
$600
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-385Closed |
$37.4K - $42.3K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-600Closed |
$58.3K - $66K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.87KClosed |
$182K - $206K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49K+ 136.66% |
$436K - $494K
|
7.78K
$933K
|
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.26KNew |
$608K - $688K
|
6.26K
$751K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.6KNew |
$252K - $285K
|
2.6K
$311K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.52K- 11.37% |
$245K - $277K
|
19.7K
$2.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-600Closed |
$58.3K - $66K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-21Closed |
$2.04K - $2.31K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.34KClosed |
$325K - $367K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$427K - $484K
|
4.4K
$528K
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
15.8KNew |
$1.54M - $1.74M
|
15.8K
$1.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
33.3KNew |
$3.24M - $3.66M
|
33.3K
$4M
|
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.1KNew |
$204K - $230K
|
2.1K
$251K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5New |
$486 - $550
|
5
$600
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$4.86K - $5.5K
|
50
$6K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
98.3KNew |
$9.55M - $10.8M
|
98.3K
$11.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
50New |
$4.86K - $5.5K
|
50
$6K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.05K- 48.1% |
$296K - $335K
|
3.29K
$394K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.41KNew |
$234K - $264K
|
2.41K
$288K
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.72K- 1.26% |
$264K - $299K
|
213K
$25.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
100New |
$9.71K - $11K
|
100
$12K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
8.02KNew |
$779K - $882K
|
8.02K
$962K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-311- 5.45% |
$30.2K - $34.2K
|
5.4K
$647K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$1.26K - $1.43K
|
13
$1.56K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$481K - $545K
|
4.96K
$594K
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
56KNew |
$5.44M - $6.15M
|
56K
$6.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-20.7K- 83.71% |
$2.01M - $2.28M
|
4.03K
$484K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.49KClosed |
$242K - $274K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.23KClosed |
$217K - $245K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
575New |
$55.8K - $63.2K
|
575
$69K
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.4KClosed |
$233K - $264K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.34% |
$971 - $1.1K
|
2.92K
$350K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.89K+ 9.99% |
$280K - $317K
|
31.8K
$3.81M
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-244KClosed |
$23.7M - $26.8M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-93- 16.03% |
$9.03K - $10.2K
|
487
$58.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-23KClosed |
$2.23M - $2.53M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2KNew |
$194K - $220K
|
2K
$240K
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-207- 8.5% |
$20.1K - $22.8K
|
2.23K
$267K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-2.87KClosed |
$278K - $315K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.75KClosed |
$276K - $297K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-842Closed |
$84.5K - $90.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-65Closed |
$6.52K - $7.02K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
320New |
$32.1K - $34.5K
|
320
$38.4K
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.55KClosed |
$156K - $168K
|
0
$0
|
|