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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
130+ 3.62% |
$14.4K - $15.7K
|
3.72K
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-138- 5.67% |
$15.3K - $16.7K
|
2.3K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.39K+ 6.48% |
$155K - $168K
|
22.9K
$2.74M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
199+ 1.61% |
$22.1K - $24K
|
12.6K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-351- 0.34% |
$38.9K - $42.4K
|
103K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
285+ 3.47% |
$31.6K - $34.4K
|
8.49K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-39- 0.82% |
$4.32K - $4.71K
|
4.71K
$563K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
15.3KNew |
$1.7M - $1.85M
|
15.3K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.67KNew |
$185K - $202K
|
1.67K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
15+ 0.5% |
$1.66K - $1.81K
|
3.01K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
30.6KNew |
$3.39M - $3.69M
|
30.6K
$3.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-948- 8.55% |
$105K - $114K
|
10.1K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.9KNew |
$211K - $230K
|
1.9K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 2.64% |
$11.1K - $12.1K
|
3.69K
$441K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 51.95% |
$25.1K - $27.3K
|
661
$79K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-45- 1.35% |
$4.99K - $5.44K
|
3.29K
$393K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
42+ 0.09% |
$4.66K - $5.07K
|
45.6K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-57- 2.12% |
$6.32K - $6.88K
|
2.63K
$314K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$190K - $207K
|
1.71K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.68K+ 6.53% |
$963K - $1.05M
|
142K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.1K+ 100630.77% |
$1.45M - $1.58M
|
13.1K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-78- 0.23% |
$8.65K - $9.42K
|
34.3K
$4.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.36K- 1.37% |
$705K - $768K
|
458K
$54.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 15.08% |
$213K - $232K
|
14.6K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-570- 1.8% |
$63.2K - $68.8K
|
31.1K
$3.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.57% |
$222 - $242
|
352
$42.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.15K- 17.39% |
$127K - $138K
|
5.44K
$650K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.88% |
$55.4K - $60.4K
|
5.85K
$699K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.21K- 4.68% |
$134K - $146K
|
24.6K
$2.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
17+ 0.63% |
$1.88K - $2.05K
|
2.7K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
542+ 7.64% |
$60.1K - $65.5K
|
7.63K
$912K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-178- 3.53% |
$19.7K - $21.5K
|
4.87K
$582K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.59K+ 1.6% |
$176K - $192K
|
101K
$12M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-370- 9.62% |
$41K - $44.7K
|
3.48K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-5.77K- 19.62% |
$640K - $697K
|
23.6K
$2.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 25.96% |
$115K - $125K
|
5.04K
$602K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-165- 1.35% |
$18.3K - $19.9K
|
12.1K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-428- 1.75% |
$47.4K - $51.7K
|
24K
$2.87M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
548+ 51.55% |
$60.8K - $66.2K
|
1.61K
$192K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.84K+ 12012.5% |
$426K - $464K
|
3.88K
$463K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
706+ 6.24% |
$78.3K - $85.3K
|
12K
$1.44M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-807- 13.17% |
$89.5K - $97.5K
|
5.32K
$636K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.37K+ 27.52% |
$262K - $286K
|
11K
$1.31M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
6.17KNew |
$684K - $749K
|
6.17K
$738K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.1KNew |
$233K - $255K
|
2.1K
$251K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
20New |
$2.22K - $2.43K
|
20
$2.39K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.9K+ 7.98% |
$2.2M - $2.41M
|
269K
$32.1M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5- 0.34% |
$554 - $606
|
1.48K
$177K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
162+ 5.61% |
$18K - $19.6K
|
3.05K
$364K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
34New |
$3.77K - $4.12K
|
34
$4.06K
|
|