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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.48K- 8.88% |
$164K - $179K
|
15.2K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
224+ 1.17% |
$24.8K - $27.1K
|
19.3K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
16+ 0.4% |
$1.77K - $1.94K
|
4.04K
$465K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
169+ 9.16% |
$18.7K - $20.5K
|
2.01K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-9- 0.51% |
$998 - $1.09K
|
1.74K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
250+ 1.24% |
$27.7K - $30.3K
|
20.4K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
7.77KNew |
$861K - $941K
|
7.77K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.46K+ 6.26% |
$495K - $541K
|
75.8K
$8.72M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
15New |
$1.66K - $1.82K
|
15
$1.73K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.55K- 5.57% |
$172K - $188K
|
26.3K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.31KNew |
$478K - $522K
|
4.31K
$496K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-17.1K- 2.03% |
$1.9M - $2.07M
|
828K
$95.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-420- 0.47% |
$46.6K - $50.9K
|
88.3K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
6.93K+ 0.96% |
$768K - $839K
|
729K
$84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-99- 2.4% |
$11K - $12K
|
4.03K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-593- 3.3% |
$65.7K - $71.8K
|
17.4K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 1.56% |
$320K - $349K
|
182K
$20.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
332+ 1.17% |
$36.8K - $40.2K
|
28.7K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-88- 0.54% |
$9.76K - $10.7K
|
16.3K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-957- 18.11% |
$106K - $116K
|
4.33K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-924- 15.35% |
$102K - $112K
|
5.1K
$586K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
385+ 102.94% |
$42.7K - $46.6K
|
759
$87.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-45- 0.35% |
$4.99K - $5.45K
|
12.6K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.79% |
$5.54K - $6.06K
|
6.27K
$722K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
14.1K+ 80.76% |
$1.57M - $1.71M
|
31.6K
$3.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.23KNew |
$247K - $270K
|
2.23K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
428+ 0.85% |
$47.4K - $51.8K
|
50.8K
$5.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.27K+ 4.07% |
$252K - $275K
|
58.1K
$6.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-314- 7.81% |
$34.8K - $38K
|
3.7K
$426K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5+ 0.14% |
$554 - $606
|
3.64K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.97K+ 1.88% |
$329K - $360K
|
161K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
326+ 6.35% |
$36.1K - $39.5K
|
5.46K
$629K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
560+ 0.27% |
$62.1K - $67.8K
|
206K
$23.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.34KNew |
$260K - $284K
|
2.34K
$270K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-137- 4.26% |
$15.2K - $16.6K
|
3.08K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
556+ 134.3% |
$61.6K - $67.3K
|
970
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
26.1K+ 4.37% |
$2.89M - $3.16M
|
622K
$71.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.49K+ 3.31% |
$387K - $422K
|
109K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.12K- 13.63% |
$124K - $136K
|
7.1K
$817K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21KNew |
$245K - $267K
|
2.21K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 7.29% |
$228K - $249K
|
26.1K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-326- 1.01% |
$36.1K - $39.5K
|
32.1K
$3.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
163+ 0.62% |
$18.1K - $19.7K
|
26.3K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.11K - $1.21K
|
10
$1.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.5K+ 7.38% |
$5.71M - $6.24M
|
749K
$86.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-934- 13.36% |
$104K - $113K
|
6.06K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28+ 0.61% |
$3.1K - $3.39K
|
4.61K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.06% |
$1.22K - $1.33K
|
18.1K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.25% |
$111 - $121
|
400
$46K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
107+ 0.66% |
$11.9K - $13K
|
16.2K
$1.87M
|