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 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
379+ 4.47% |
$42K - $46K
|
8.85K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$332 - $364
|
775
$93K
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
30.7KNew |
$3.4M - $3.73M
|
30.7K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
4.25KNew |
$470K - $515K
|
4.25K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66New |
$7.31K - $8K
|
66
$7.92K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.21KNew |
$909K - $995K
|
8.21K
$984K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.23K- 7.5% |
$580K - $635K
|
64.6K
$7.75M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-327- 1.96% |
$36.2K - $39.7K
|
16.4K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 90.82% |
$260K - $284K
|
4.93K
$591K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 14.15% |
$2.39M - $2.62M
|
131K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
270+ 14.84% |
$29.9K - $32.7K
|
2.09K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.83K- 22.11% |
$646K - $707K
|
20.6K
$2.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90+ 12.21% |
$9.97K - $10.9K
|
827
$99.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.41K+ 4.68% |
$600K - $656K
|
121K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 34.22% |
$132K - $144K
|
2.29K
$274K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$18.5K - $20.3K
|
167
$20K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.71K- 0.37% |
$300K - $328K
|
722K
$86.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-319- 4.63% |
$35.4K - $38.7K
|
6.57K
$788K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-71- 2.26% |
$7.87K - $8.61K
|
3.07K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
31+ 0.93% |
$3.44K - $3.76K
|
3.35K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.9KNew |
$322K - $352K
|
2.9K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.51K- 7.25% |
$833K - $911K
|
96.1K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-804- 0.3% |
$89.1K - $97.5K
|
271K
$32.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
474+ 7.46% |
$52.5K - $57.5K
|
6.83K
$819K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.8K+ 22.85% |
$199K - $218K
|
9.67K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
466New |
$51.6K - $56.5K
|
466
$55.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.66K- 1.58% |
$183K - $201K
|
103K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
191+ 7.38% |
$21.2K - $23.2K
|
2.78K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$776 - $849
|
7
$840
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.94K+ 745.77% |
$215K - $235K
|
2.2K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36K+ 47.87% |
$3.99M - $4.37M
|
111K
$13.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.45K- 7.3% |
$604K - $661K
|
69.2K
$8.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.09% |
$222 - $243
|
2.2K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-349- 7.48% |
$38.7K - $42.3K
|
4.32K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
94+ 1.01% |
$10.4K - $11.4K
|
9.41K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
12+ 25.53% |
$1.33K - $1.46K
|
59
$7.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
932KNew |
$103M - $113M
|
932K
$112M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.28KNew |
$1.03M - $1.13M
|
9.28K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-80- 57.55% |
$8.87K - $9.7K
|
59
$7.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-915- 17.9% |
$101K - $111K
|
4.2K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-148K- 74.79% |
$16.4M - $17.9M
|
49.8K
$5.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-285- 0.76% |
$31.6K - $34.6K
|
37.1K
$4.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.47K+ 25.88% |
$496K - $542K
|
21.8K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15+ 0.3% |
$1.66K - $1.82K
|
5.1K
$611K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.69K- 7.25% |
$298K - $326K
|
34.4K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 2.63% |
$130K - $143K
|
45.8K
$5.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.53KNew |
$392K - $428K
|
3.53K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
2KNew |
$222K - $243K
|
2K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.42K+ 94.78% |
$268K - $293K
|
4.96K
$595K
|