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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
73+ 3.78% |
$8.09K - $8.85K
|
2K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.93KNew |
$213K - $234K
|
1.93K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700- 4.28% |
$77.6K - $84.9K
|
15.7K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12K+ 27.29% |
$1.33M - $1.45M
|
55.8K
$6.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
115+ 1.01% |
$12.7K - $13.9K
|
11.5K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.84K+ 8.75% |
$980K - $1.07M
|
110K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 43.92% |
$1.2M - $1.32M
|
13.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
26New |
$2.88K - $3.15K
|
26
$3.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
94+ 0.47% |
$10.4K - $11.4K
|
20.1K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-324- 50.78% |
$35.9K - $39.3K
|
314
$37.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
83+ 0.82% |
$9.2K - $10.1K
|
10.2K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 50.35% |
$206K - $225K
|
1.83K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
612+ 4.03% |
$67.8K - $74.2K
|
15.8K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
62.2KNew |
$6.89M - $7.54M
|
62.2K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
28+ 0.68% |
$3.1K - $3.4K
|
4.15K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
201+ 0.91% |
$22.3K - $24.4K
|
22.3K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-564- 6.9% |
$62.5K - $68.4K
|
7.61K
$912K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-433- 4.5% |
$48K - $52.5K
|
9.19K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-179- 1.71% |
$19.8K - $21.7K
|
10.3K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-293- 2.11% |
$32.5K - $35.5K
|
13.6K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 3.83% |
$3.88K - $4.24K
|
880
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 36.01% |
$148K - $163K
|
2.38K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-134Closed |
$14.8K - $16.3K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.67K+ 3.35% |
$739K - $809K
|
206K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-888- 32.05% |
$98.4K - $108K
|
1.88K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.6KNew |
$2.17M - $2.38M
|
19.6K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.42K- 11.4% |
$379K - $415K
|
26.6K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-389- 2.4% |
$43.1K - $47.2K
|
15.8K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
6.6KNew |
$731K - $800K
|
6.6K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.93K+ 4.34% |
$436K - $477K
|
94.6K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248+ 5.47% |
$27.5K - $30.1K
|
4.78K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-287- 1.88% |
$31.8K - $34.8K
|
15K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49.8K- 14.8% |
$5.52M - $6.04M
|
287K
$34.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 600.0% |
$665 - $728
|
7
$840
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106K+ 33.33% |
$11.8M - $12.9M
|
424K
$50.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.7K+ 46.66% |
$7.95M - $8.7M
|
225K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.92K- 2.23% |
$656K - $718K
|
259K
$31.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.15K+ 9.58% |
$127K - $139K
|
13.1K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-252- 2.53% |
$27.9K - $30.6K
|
9.71K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
131New |
$14.5K - $15.9K
|
131
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
103New |
$11.4K - $12.5K
|
103
$12.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-53- 0.16% |
$5.87K - $6.43K
|
33K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.47K- 35.82% |
$828K - $906K
|
13.4K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-11.2K- 24.5% |
$1.24M - $1.36M
|
34.4K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17+ 0.7% |
$1.88K - $2.06K
|
2.43K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 26.56% |
$13.3M - $14.6M
|
332K
$39.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
29+ 0.1% |
$3.21K - $3.52K
|
28.7K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.72KNew |
$301K - $330K
|
2.72K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.78% |
$111 - $121
|
129
$15.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 4.33% |
$16.6K - $18.2K
|
3.32K
$398K
|