Latest Institutional Purchases of Ishares Core High Dividend ETF (HDV)
This list provides information on the latest institutional transactions involving Ishares Core High Dividend ETF (HDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
30New |
$2.74K - $3.18K
|
30
$3.56K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.53% |
$1.55K - $1.8K
|
3.23K
$383K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10New |
$913 - $1.06K
|
10
$1.19K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.68% |
$274 - $318
|
441
$52.3K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.49% |
$91.3 - $106
|
68
$8.07K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
98.3KNew |
$9.55M - $10.8M
|
98.3K
$11.7M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
56KNew |
$5.44M - $6.15M
|
56K
$6.64M
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3KNew |
$4.5M - $5.09M
|
46.3K
$5.5M
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
33.3KNew |
$3.24M - $3.66M
|
33.3K
$3.95M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
15.8KNew |
$1.54M - $1.74M
|
15.8K
$1.88M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.8KNew |
$1.15M - $1.3M
|
11.8K
$1.4M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
8.02KNew |
$779K - $882K
|
8.02K
$952K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
6.26KNew |
$608K - $688K
|
6.26K
$743K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.96KNew |
$481K - $545K
|
4.96K
$588K
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.49K+ 136.66% |
$436K - $494K
|
7.78K
$923K
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$427K - $484K
|
4.4K
$522K
|
|
Aug 15, 2022
Q2 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.38KNew |
$425K - $481K
|
4.38K
$519K
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.21KNew |
$409K - $463K
|
4.21K
$500K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.65KNew |
$355K - $402K
|
3.65K
$433K
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.15KNew |
$305K - $346K
|
3.15K
$373K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.89K+ 9.99% |
$280K - $317K
|
31.8K
$3.77M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.6KNew |
$252K - $285K
|
2.6K
$308K
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.41KNew |
$234K - $264K
|
2.41K
$285K
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.37KNew |
$230K - $261K
|
2.37K
$281K
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.37KNew |
$230K - $260K
|
2.37K
$281K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.24KNew |
$218K - $247K
|
2.24K
$266K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.19KNew |
$213K - $241K
|
2.19K
$260K
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.1KNew |
$204K - $230K
|
2.1K
$249K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2KNew |
$194K - $220K
|
2K
$237K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.23KNew |
$120K - $136K
|
1.23K
$146K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
575New |
$55.8K - $63.2K
|
575
$68.2K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
555New |
$53.9K - $61K
|
555
$65.9K
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
370New |
$35.9K - $40.7K
|
370
$43.9K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
328New |
$31.9K - $36.1K
|
328
$38.9K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
100New |
$9.71K - $11K
|
100
$11.9K
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
83New |
$8.06K - $9.12K
|
83
$9.85K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
50New |
$4.86K - $5.5K
|
50
$5.93K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$4.86K - $5.5K
|
50
$5.93K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
50New |
$4.86K - $5.5K
|
50
$5.93K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
13New |
$1.26K - $1.43K
|
13
$1.54K
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.34% |
$971 - $1.1K
|
2.92K
$346K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5New |
$486 - $550
|
5
$593
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2+ 0.06% |
$194 - $220
|
3.36K
$399K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
545New |
$54.7K - $58.8K
|
545
$64.7K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
330New |
$33.1K - $35.6K
|
330
$39.2K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
328New |
$32.9K - $35.4K
|
328
$38.9K
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
320New |
$32.1K - $34.5K
|
320
$38K
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.87KNew |
$554K - $592K
|
5.87K
$696K
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5.67KNew |
$535K - $572K
|
5.67K
$672K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.23KNew |
$305K - $326K
|
3.23K
$383K
|