United Capital Financial Advisers, LLC Ishares Core High Dividend ETF Transaction History

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 14,400 shares of HDV stock, worth $1.76 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,400
Previous 14,090 2.2%
Holding current value
$1.76 Million
Previous $1.65 Million 6.85%
% of portfolio
0.01%
Previous 0.01%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$118.16 - $123.66 $36,629 - $38,334
310 Added 2.2%
14,400 $1.76 Million
Q2 2025

Aug 11, 2025
SELL
$108.41 - $120.51 $3,577 - $3,976
-33 Reduced 0.23%
14,090 $1.65 Million
Q1 2025

May 13, 2025
SELL
$110.86 - $121.12 $94,674 - $103,436
-854 Reduced 5.7%
14,123 $1.71 Million
Q4 2024

Feb 13, 2025
SELL
$110.82 - $121.28 $31,805 - $34,807
-287 Reduced 1.88%
14,977 $1.68 Million
Q3 2024

Nov 12, 2024
SELL
$107.62 - $118.76 $44,231 - $48,810
-411 Reduced 2.62%
15,264 $1.8 Million
Q2 2024

Aug 14, 2024
SELL
$105.85 - $111.68 $82,563 - $87,110
-780 Reduced 4.74%
15,675 $1.7 Million
Q1 2024

May 15, 2024
SELL
$101.8 - $110.21 $87,853 - $95,111
-863 Reduced 4.98%
16,455 $1.81 Million
Q4 2023

Feb 14, 2024
SELL
$93.77 - $103.26 $510,858 - $562,560
-5,448 Reduced 23.93%
17,318 $1.77 Million
Q3 2023

Nov 14, 2023
BUY
$98.89 - $104.38 $136,072 - $143,626
1,376 Added 6.43%
22,766 $2.25 Million
Q2 2023

Aug 14, 2023
SELL
$97.54 - $104.3 $169,036 - $180,751
-1,733 Reduced 7.49%
21,390 $2.16 Million
Q1 2023

Aug 14, 2023
BUY
$97.23 - $106.66 $168,499 - $184,841
1,733 Added 8.1%
23,123 $2.35 Million
Q1 2023

May 15, 2023
BUY
$97.23 - $106.66 $101,508 - $111,353
1,044 Added 4.73%
23,123 $2.35 Million
Q4 2022

Feb 14, 2023
BUY
$93.56 - $108.19 $235,022 - $271,773
2,512 Added 12.84%
22,079 $2.3 Million
Q3 2022

Nov 14, 2022
SELL
$91.29 - $105.95 $15,154 - $17,587
-166 Reduced 0.84%
19,567 $1.79 Million
Q2 2022

Aug 11, 2022
BUY
$97.13 - $109.92 $395,999 - $448,143
4,077 Added 26.04%
19,733 $1.98 Million
Q1 2022

May 16, 2022
SELL
$100.32 - $107.96 $45,444 - $48,905
-453 Reduced 2.81%
15,656 $1.67 Million
Q4 2021

Feb 14, 2022
BUY
$94.51 - $100.99 $385,978 - $412,443
4,084 Added 33.96%
16,109 $1.63 Million
Q3 2021

Nov 15, 2021
SELL
$94.26 - $98.35 $42,417 - $44,257
-450 Reduced 3.61%
12,025 $1.13 Million
Q2 2021

Aug 13, 2021
BUY
$94.78 - $99.7 $5,023 - $5,284
53 Added 0.43%
12,475 $1.2 Million
Q1 2021

May 14, 2021
BUY
$86.68 - $95.97 $242,010 - $267,948
2,792 Added 28.99%
12,422 $1.18 Million
Q4 2020

Feb 17, 2021
SELL
$77.25 - $90.74 $208,806 - $245,270
-2,703 Reduced 21.92%
9,630 $844,000
Q3 2020

Nov 13, 2020
SELL
$78.68 - $86.23 $32,888 - $36,044
-418 Reduced 3.28%
12,333 $993,000
Q2 2020

Aug 13, 2020
SELL
$68.83 - $90.91 $267,679 - $353,548
-3,889 Reduced 23.37%
12,751 $1.04 Million
Q1 2020

May 15, 2020
SELL
$61.93 - $98.29 $9,103 - $14,448
-147 Reduced 0.88%
16,640 $1.19 Million
Q4 2019

Feb 14, 2020
SELL
$91.22 - $98.37 $132,907 - $143,325
-1,457 Reduced 7.99%
16,787 $1.65 Million
Q3 2019

Nov 14, 2019
SELL
$90.65 - $95.92 $296,244 - $313,466
-3,268 Reduced 15.19%
18,244 $1.72 Million
Q2 2019

Aug 13, 2019
BUY
$89.51 - $95.4 $245,346 - $261,491
2,741 Added 14.6%
21,512 $2.03 Million
Q1 2019

May 14, 2019
BUY
$82.8 - $93.96 $279,781 - $317,490
3,379 Added 21.95%
18,771 $1.75 Million
Q4 2018

Feb 14, 2019
BUY
$80.0 - $92.56 $609,680 - $705,399
7,621 Added 98.07%
15,392 $1.3 Million
Q3 2018

Nov 14, 2018
BUY
$84.68 - $92.46 $23,287 - $25,426
275 Added 3.67%
7,771 $704,000
Q2 2018

Aug 14, 2018
SELL
$82.89 - $86.67 $134,447 - $140,578
-1,622 Reduced 17.79%
7,496 $637,000
Q1 2018

May 15, 2018
BUY
$82.24 - $94.2 $102,635 - $117,561
1,248 Added 15.86%
9,118 $770,000
Q4 2017

Feb 13, 2018
BUY
$85.35 - $90.78 $43,357 - $46,116
508 Added 6.9%
7,870 $709,000
Q3 2017

Nov 14, 2017
SELL
$85.61 - $85.95 $47,085 - $47,272
-550 Reduced 6.95%
7,362 $633,000
Q2 2017

Aug 14, 2017
BUY
N/A
7,912
7,912 $658,000

Others Institutions Holding HDV

# of Institutions
893
Shares Held
43.1M
Call Options Held
830K
Put Options Held
17.3K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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