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 |
---|---|---|---|---|---|---|---|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6+ 0.19% |
$650 - $723
|
3.19K
$391K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
88.5K+ 36.3% |
$9.59M - $10.7M
|
332K
$40.8M
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 1.7% |
$2.71K - $3.01K
|
1.5K
$184K
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
2.96KNew |
$321K - $357K
|
2.96K
$363K
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69.1K+ 331.73% |
$7.49M - $8.32M
|
89.9K
$11M
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-180K- 95.41% |
$19.5M - $21.7M
|
8.67K
$1.06M
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.16KNew |
$451K - $501K
|
4.16K
$510K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
680+ 4533.33% |
$73.7K - $81.9K
|
695
$85.3K
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
473+ 4.78% |
$51.3K - $57K
|
10.4K
$1.27M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
22K+ 18.36% |
$2.38M - $2.65M
|
142K
$17.4M
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.91K- 28.0% |
$207K - $231K
|
4.92K
$604K
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.75K+ 1550.0% |
$407K - $452K
|
3.99K
$490K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
169+ 4.89% |
$18.3K - $20.4K
|
3.62K
$445K
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.4K+ 106.25% |
$369K - $410K
|
6.6K
$810K
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
603+ 20.19% |
$65.4K - $72.7K
|
3.59K
$440K
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-141- 1.7% |
$15.3K - $17K
|
8.14K
$998K
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.84K - $2.05K
|
17
$2.09K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.6K+ 2.09% |
$7.32M - $8.14M
|
3.3M
$405M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
734+ 2.07% |
$79.6K - $88.5K
|
36.2K
$4.44M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.6K- 61.65% |
$2.78M - $3.09M
|
15.9K
$1.95M
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
109+ 101.87% |
$11.8K - $13.1K
|
216
$26.5K
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-170- 0.59% |
$18.4K - $20.5K
|
28.6K
$3.5M
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
72+ 0.86% |
$7.81K - $8.68K
|
8.46K
$1.04M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.2K+ 3.25% |
$4.03M - $4.48M
|
1.18M
$145M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.47K+ 27.61% |
$919K - $1.02M
|
39.2K
$4.8M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.7K- 31.39% |
$2.13M - $2.37M
|
43K
$5.27M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.4K- 0.52% |
$803K - $892K
|
1.42M
$174M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-318- 0.18% |
$34.5K - $38.3K
|
176K
$21.5M
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
403+ 7.37% |
$43.7K - $48.6K
|
5.87K
$720K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 10.76% |
$320K - $356K
|
30.4K
$3.73M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.8K+ 7.84% |
$2.58M - $2.87M
|
327K
$40.2M
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.89K- 19.0% |
$530K - $589K
|
20.8K
$2.56M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-343- 89.56% |
$37.2K - $41.3K
|
40
$4.91K
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
85.7KNew |
$9.29M - $10.3M
|
85.7K
$10.5M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.21K+ 0.41% |
$565K - $628K
|
1.28M
$157M
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1- -0.0% |
$108 - $121
|
24K
$2.95M
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.3KNew |
$574K - $638K
|
5.3K
$650K
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12- 0.08% |
$1.3K - $1.45K
|
14.3K
$1.76M
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.25K+ 356.91% |
$677K - $753K
|
8K
$981K
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.54K+ 2.97% |
$166K - $185K
|
53.2K
$6.52M
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
447+ 0.54% |
$48.5K - $53.9K
|
83.8K
$10.3M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.76K- 12.58% |
$408K - $453K
|
26.1K
$3.21M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.41K+ 3.33% |
$152K - $169K
|
43.7K
$5.36M
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
42KNew |
$4.55M - $5.06M
|
42K
$5.15M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
130+ 1.01% |
$14.1K - $15.7K
|
13.1K
$1.6M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.8KNew |
$1.06M - $1.18M
|
9.8K
$1.2M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.32K+ 1.48% |
$1.01M - $1.12M
|
638K
$78.2M
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 3.46% |
$130K - $144K
|
33.4K
$4.1M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.2K+ 541.29% |
$6.74M - $7.49M
|
73.7K
$9.04M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
5K+ 74.63% |
$542K - $603K
|
11.7K
$1.44M
|