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 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-200Closed |
$18.2K - $19.7K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-311Closed |
$28.4K - $30.6K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.17KClosed |
$198K - $213K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.2KClosed |
$200K - $211K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$1.34M - $1.42M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Opus Investment Management Inc
|
SELL
|
- |
-27.6KClosed |
$2.5M - $2.64M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.35KClosed |
$394K - $417K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4.93KClosed |
$447K - $473K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.03KClosed |
$93.3K - $98.7K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
4+ 0.97% |
$363 - $384
|
418
$50.1K
|
|
|
Oct 22, 2019
Q3 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-11.1KClosed |
$1.01M - $1.06M
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-745Closed |
$67.5K - $71.5K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Iron Financial, LLC
|
SELL
|
- |
-2.16KClosed |
$196K - $207K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-400Closed |
$36.3K - $38.4K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-412Closed |
$37.3K - $39.5K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-6.81KClosed |
$617K - $653K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
New Capital Management LP
|
SELL
|
- |
-407Closed |
$36.9K - $39K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-70Closed |
$6.35K - $6.71K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-62Closed |
$5.62K - $5.95K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-324Closed |
$29K - $30.9K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-1.1KClosed |
$98K - $104K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4Closed |
$358 - $382
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Motco
|
SELL
|
- |
-178Closed |
$15.9K - $17K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-687- 37.08% |
$61.5K - $65.5K
|
1.17K
$140K
|
|
|
Jul 11, 2019
Q2 2019
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.53KClosed |
$316K - $337K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.17KClosed |
$194K - $207K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.03KClosed |
$582K - $660K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.48KClosed |
$206K - $233K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-106Closed |
$8.78K - $9.96K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.47KClosed |
$205K - $232K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-17.9KClosed |
$1.48M - $1.68M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-288Closed |
$23.8K - $27.1K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-560Closed |
$46.4K - $52.6K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-2.73KClosed |
$226K - $257K
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Columbus Macro, LLC
|
SELL
|
- |
-6.97KClosed |
$577K - $655K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-3.52KClosed |
$291K - $330K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-2KClosed |
$166K - $188K
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54Closed |
$4.47K - $5.07K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.79KClosed |
$703K - $814K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Waldron Private Wealth LLC
|
SELL
|
- |
-40.1KClosed |
$3.2M - $3.71M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
31+ 88.57% |
$2.48K - $2.87K
|
66
$7.92K
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-2.08KClosed |
$166K - $192K
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-142Closed |
$11.4K - $13.1K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-30.3KClosed |
$2.43M - $2.81M
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-273Closed |
$21.8K - $25.3K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Eukles Asset Management
|
BUY
|
- |
113New |
$9.04K - $10.5K
|
113
$13.6K
|
|
|
Jan 22, 2019
Q4 2018
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.3KClosed |
$264K - $306K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-485Closed |
$38.8K - $44.9K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.23KClosed |
$98.4K - $114K
|
0
$0
|
|
|
Jan 08, 2019
Q4 2018
|
Woodstock Corp
|
BUY
|
- |
16.2KNew |
$1.29M - $1.5M
|
16.2K
$1.94M
|
|