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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200+ 2.5% |
$21.5K - $23.8K
|
8.21K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
196New |
$21.1K - $23.3K
|
196
$22.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
189+ 5.69% |
$20.3K - $22.4K
|
3.51K
$403K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
177+ 5.37% |
$19K - $21K
|
3.48K
$398K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
176+ 6.92% |
$18.9K - $20.9K
|
2.72K
$312K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
173+ 1.73% |
$18.6K - $20.5K
|
10.2K
$1.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
166+ 27.67% |
$17.9K - $19.7K
|
766
$87.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
162+ 1.08% |
$17.4K - $19.2K
|
15.1K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
137+ 3.12% |
$14.7K - $16.3K
|
4.54K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
134New |
$14.4K - $15.9K
|
134
$15.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
128+ 3.82% |
$13.8K - $15.2K
|
3.48K
$398K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
119+ 1.21% |
$12.8K - $14.1K
|
9.96K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
119+ 1.36% |
$12.8K - $14.1K
|
8.86K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
118+ 1.05% |
$12.7K - $14K
|
11.4K
$1.3M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
108+ 57.14% |
$11.6K - $12.8K
|
297
$34K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
102+ 1.02% |
$11K - $12.1K
|
10.1K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
101+ 0.85% |
$10.9K - $12K
|
12K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
97+ 1.05% |
$10.4K - $11.5K
|
9.32K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
91New |
$9.79K - $10.8K
|
91
$10.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
74+ 0.19% |
$7.96K - $8.79K
|
38.3K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
73+ 0.53% |
$7.86K - $8.67K
|
13.9K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
65+ 2.82% |
$7K - $7.72K
|
2.37K
$271K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.52% |
$5.38K - $5.94K
|
9.62K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$5.06K - $5.58K
|
47
$5.39K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
47New |
$5.06K - $5.58K
|
47
$5.39K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 1.24% |
$4.52K - $4.99K
|
3.42K
$392K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
38+ 1.92% |
$4.09K - $4.51K
|
2.02K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
37+ 1.88% |
$3.98K - $4.39K
|
2K
$229K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
35+ 0.09% |
$3.77K - $4.16K
|
40.3K
$4.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 110.34% |
$3.44K - $3.8K
|
61
$6.99K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32New |
$3.44K - $3.8K
|
32
$3.67K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
30+ 0.28% |
$3.23K - $3.56K
|
10.9K
$1.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
24+ 0.92% |
$2.58K - $2.85K
|
2.63K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 35.82% |
$2.58K - $2.85K
|
91
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
24+ 0.6% |
$2.58K - $2.85K
|
4K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
23+ 0.33% |
$2.48K - $2.73K
|
6.89K
$790K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 0.57% |
$2.48K - $2.73K
|
4.09K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
22+ 0.82% |
$2.37K - $2.61K
|
2.71K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
19+ 1.06% |
$2.04K - $2.26K
|
1.81K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15+ 0.54% |
$1.61K - $1.78K
|
2.78K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.59% |
$1.61K - $1.78K
|
2.55K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.51K - $1.66K
|
14
$1.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.29K - $1.43K
|
3.32K
$381K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
11+ 0.36% |
$1.18K - $1.31K
|
3.07K
$352K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.53% |
$1.08K - $1.19K
|
1.91K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.11% |
$753 - $831
|
6.4K
$733K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.27% |
$753 - $831
|
2.6K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.03% |
$646 - $713
|
587
$67.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6+ 0.18% |
$646 - $713
|
3.38K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 1.08% |
$646 - $713
|
564
$64.6K
|