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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.36KClosed |
$317K - $330K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-48.6KClosed |
$4.58M - $4.78M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
2.43KNew |
$229K - $239K
|
2.43K
$291K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-31- 68.89% |
$2.92K - $3.05K
|
14
$1.68K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
160+ 94.12% |
$15.1K - $15.7K
|
330
$39.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.37KClosed |
$223K - $233K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.13KClosed |
$201K - $209K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-47.3KClosed |
$4.46M - $4.65M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.87KNew |
$270K - $282K
|
2.87K
$344K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
20.5KNew |
$1.93M - $2.01M
|
20.5K
$2.46M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.08KClosed |
$102K - $106K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-10.6KClosed |
$1M - $1.05M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.7KClosed |
$1.01M - $1.05M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-18KClosed |
$1.71M - $1.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
42.6KNew |
$4.04M - $4.25M
|
42.6K
$5.11M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-955Closed |
$90.5K - $95.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-32.9KClosed |
$3.12M - $3.28M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-6.2KClosed |
$588K - $618K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-5.96KClosed |
$565K - $594K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-460Closed |
$43.6K - $45.9K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-25.4KClosed |
$2.4M - $2.53M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.99KClosed |
$283K - $298K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-18Closed |
$1.71K - $1.79K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.22KClosed |
$305K - $321K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-107Closed |
$10.1K - $10.7K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-98Closed |
$9.29K - $9.77K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.5KClosed |
$142K - $150K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-455Closed |
$43.1K - $45.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.33KClosed |
$316K - $332K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-603Closed |
$57.2K - $60.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-171Closed |
$14.8K - $16.4K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.15KClosed |
$186K - $206K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-543Closed |
$47.1K - $52.1K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-74Closed |
$6.41K - $7.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
936+ 85.71% |
$81.1K - $89.8K
|
2.03K
$243K
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-27Closed |
$2.34K - $2.59K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Round Table Services, LLC
|
BUY
|
- |
2.37KNew |
$206K - $228K
|
2.37K
$284K
|
|
|
May 05, 2021
Q1 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-185Closed |
$16K - $17.8K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-64Closed |
$5.55K - $6.14K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-168Closed |
$14.6K - $16.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.15% |
$309 - $363
|
2.6K
$311K
|
|
|
Feb 12, 2021
Q4 2020
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.44KClosed |
$189K - $222K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-89Closed |
$6.88K - $8.08K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.45KClosed |
$266K - $313K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.55M - $1.81M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-262Closed |
$20.2K - $23.8K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-8.37KClosed |
$647K - $760K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.82KClosed |
$526K - $618K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Sanchez Wealth Management Group
|
SELL
|
- |
-8.24KClosed |
$637K - $748K
|
0
$0
|
|