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 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-311- 4.25% |
$34.5K - $37.7K
|
7.01K
$841K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
612+ 12.71% |
$67.8K - $74.2K
|
5.43K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.9K+ 4.76% |
$5.86M - $6.41M
|
1.16M
$139M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
138+ 0.36% |
$15.3K - $16.7K
|
38.7K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-292- 3.04% |
$32.4K - $35.4K
|
9.31K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-383K- 79.95% |
$42.5M - $46.5M
|
96.2K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 2.4% |
$144K - $158K
|
55.6K
$6.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-128- 4.48% |
$14.2K - $15.5K
|
2.73K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-409- 3.39% |
$45.3K - $49.6K
|
11.7K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.79K+ 1206.08% |
$198K - $216K
|
1.93K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-10.6K- 56.61% |
$1.18M - $1.29M
|
8.14K
$976K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
92+ 4.55% |
$10.2K - $11.2K
|
2.12K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.64K+ 47.78% |
$514K - $562K
|
14.3K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-234- 0.77% |
$25.9K - $28.4K
|
30.3K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-35- 0.46% |
$3.88K - $4.24K
|
7.59K
$910K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
64New |
$7.09K - $7.76K
|
64
$7.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-130- 2.19% |
$14.4K - $15.8K
|
5.8K
$696K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.4K+ 25.16% |
$1.7M - $1.86M
|
76.5K
$9.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
38KNew |
$4.21M - $4.61M
|
38K
$4.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
261+ 89.69% |
$28.9K - $31.7K
|
552
$66.2K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-407- 6.05% |
$45.1K - $49.4K
|
6.32K
$759K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
44New |
$4.88K - $5.34K
|
44
$5.28K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.36K+ 0.45% |
$151K - $165K
|
302K
$36.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
689+ 1.88% |
$76.4K - $83.6K
|
37.4K
$4.49M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-53- 0.22% |
$5.87K - $6.43K
|
23.8K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$554 - $606
|
5
$600
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14+ 0.5% |
$1.55K - $1.7K
|
2.8K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.8K- 31.86% |
$1.19M - $1.3M
|
23K
$2.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 3.61% |
$332 - $364
|
80
$9.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-924- 17.2% |
$102K - $112K
|
4.45K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
6.5KNew |
$720K - $788K
|
6.5K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
145+ 6.56% |
$16.1K - $17.6K
|
2.35K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.86K- 6.18% |
$206K - $225K
|
28.2K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
889K+ 74.57% |
$98.5M - $108M
|
2.08M
$250M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.79M- 79.99% |
$309M - $338M
|
698K
$83.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
152+ 4.71% |
$16.8K - $18.4K
|
3.38K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
175New |
$19.4K - $21.2K
|
175
$21K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.06% |
$222 - $243
|
3.38K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$554 - $606
|
5
$600
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.89K+ 33.9% |
$431K - $472K
|
15.4K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-108- 0.55% |
$12K - $13.1K
|
19.4K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
109New |
$12.1K - $13.2K
|
109
$13.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 2.61% |
$1.55K - $1.7K
|
551
$66.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
87New |
$9.64K - $10.6K
|
87
$10.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.54KNew |
$170K - $186K
|
1.54K
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.24K- 12.54% |
$470K - $515K
|
29.6K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-36.1K- 83.15% |
$4M - $4.38M
|
7.32K
$878K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
23+ 0.88% |
$2.55K - $2.79K
|
2.65K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.19KNew |
$354K - $387K
|
3.19K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-596- 0.62% |
$66K - $72.3K
|
95.5K
$11.4M
|