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 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.34KNew |
$359K - $396K
|
3.34K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.26K+ 4.67% |
$351K - $387K
|
73.1K
$8.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.23K+ 2.15% |
$348K - $384K
|
153K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
3.2K+ 34.41% |
$344K - $380K
|
12.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.15K+ 3.39% |
$339K - $374K
|
96.1K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.14KNew |
$338K - $373K
|
3.14K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.11K+ 47.16% |
$335K - $369K
|
9.71K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.05KNew |
$328K - $362K
|
3.05K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.88KNew |
$310K - $342K
|
2.88K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.59K+ 10.18% |
$278K - $307K
|
28K
$3.21M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.5KNew |
$269K - $297K
|
2.5K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
2.48KNew |
$266K - $294K
|
2.48K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.43K+ 17.36% |
$262K - $289K
|
16.5K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.43KNew |
$262K - $289K
|
2.43K
$279K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.43KNew |
$261K - $288K
|
2.43K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.42K+ 101.21% |
$261K - $288K
|
4.82K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.33K+ 1.19% |
$251K - $277K
|
198K
$22.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.23KNew |
$240K - $265K
|
2.23K
$256K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.21KNew |
$238K - $262K
|
2.21K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.16KNew |
$232K - $256K
|
2.16K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.09K+ 1.29% |
$225K - $249K
|
165K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$221K - $244K
|
2.06K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.98K+ 72.38% |
$213K - $235K
|
4.71K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.94K+ 10.07% |
$209K - $230K
|
21.2K
$2.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.9KNew |
$204K - $226K
|
1.9K
$218K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.88KNew |
$203K - $224K
|
1.88K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.87KNew |
$201K - $222K
|
1.87K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.86K+ 4.42% |
$200K - $221K
|
43.8K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 0.59% |
$200K - $220K
|
318K
$36.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
$197K - $218K
|
1.83K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 0.69% |
$196K - $216K
|
265K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.81KNew |
$195K - $215K
|
1.81K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$193K - $213K
|
1.8K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.79KNew |
$193K - $213K
|
1.79K
$205K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$203K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.77KNew |
$191K - $210K
|
1.77K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76KNew |
$190K - $209K
|
1.76K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$188K - $208K
|
1.75K
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$188K - $208K
|
1.75K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.72KNew |
$185K - $204K
|
1.72K
$197K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.7K+ 58.93% |
$183K - $202K
|
4.59K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 2.13% |
$183K - $202K
|
81.5K
$9.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.63K+ 25.87% |
$175K - $193K
|
7.92K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.6K+ 3.44% |
$172K - $190K
|
48K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.59K+ 75.62% |
$171K - $189K
|
3.69K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.58K+ 2.65% |
$170K - $187K
|
61.1K
$7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.57K+ 50.51% |
$169K - $187K
|
4.69K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 29.97% |
$167K - $184K
|
6.73K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.5K+ 32.41% |
$162K - $178K
|
6.14K
$703K
|