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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-169- 8.39% |
$18.3K - $20.4K
|
1.85K
$219K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.99KNew |
$541K - $601K
|
4.99K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.44K- 51.13% |
$265K - $294K
|
2.33K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
294+ 9.88% |
$31.9K - $35.4K
|
3.27K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-231- 0.46% |
$25K - $27.8K
|
50.5K
$5.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-155K- 85.19% |
$16.8M - $18.7M
|
26.9K
$3.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
400New |
$43.4K - $48.2K
|
400
$47.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
158+ 1580.0% |
$17.1K - $19K
|
168
$19.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
30.9K+ 19.88% |
$3.35M - $3.72M
|
186K
$22.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.52KNew |
$599K - $666K
|
5.52K
$655K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
52+ 0.75% |
$5.64K - $6.27K
|
6.97K
$825K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
36.8K+ 481.61% |
$3.99M - $4.43M
|
44.4K
$5.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.38K- 2.46% |
$258K - $287K
|
94.2K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
6.25K+ 3.88% |
$678K - $753K
|
168K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
123+ 6.91% |
$13.3K - $14.8K
|
1.9K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
9.21K+ 38.97% |
$999K - $1.11M
|
32.9K
$3.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
265+ 2.79% |
$28.7K - $31.9K
|
9.78K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 5.09% |
$10.4K - $11.6K
|
1.79K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.34K- 7.1% |
$145K - $161K
|
17.5K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
6.17K+ 165.63% |
$669K - $743K
|
9.89K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-191- 1.77% |
$20.7K - $23K
|
10.6K
$1.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.75K+ 1.98% |
$190K - $211K
|
90.1K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
331+ 1.26% |
$35.9K - $39.9K
|
26.7K
$3.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.34% |
$1.08K - $1.21K
|
2.99K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-265- 5.25% |
$28.7K - $31.9K
|
4.79K
$567K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.81K+ 3.82% |
$196K - $218K
|
49.2K
$5.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
34KNew |
$3.69M - $4.1M
|
34K
$4.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
100+ 5.99% |
$10.8K - $12.1K
|
1.77K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 52.54% |
$168K - $187K
|
4.5K
$533K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 1.18% |
$10.8K - $12.1K
|
8.59K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 2.34% |
$1.58M - $1.76M
|
636K
$75.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-155- 8.16% |
$16.8K - $18.7K
|
1.75K
$207K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-41- 2.06% |
$4.44K - $4.94K
|
1.95K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
431+ 22.89% |
$46.7K - $51.9K
|
2.31K
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-118- 3.74% |
$12.8K - $14.2K
|
3.04K
$360K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.89K- 12.52% |
$205K - $228K
|
13.2K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.99KNew |
$216K - $240K
|
1.99K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 1.9% |
$7.59K - $8.44K
|
3.62K
$429K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
517+ 1.14% |
$56K - $62.3K
|
45.7K
$5.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-160- 3.98% |
$17.3K - $19.3K
|
3.86K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-361- 2.1% |
$39.1K - $43.5K
|
16.9K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.36K- 61.08% |
$472K - $525K
|
2.78K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 0.76% |
$1.52K - $1.69K
|
1.86K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
223+ 3.19% |
$24.2K - $26.9K
|
7.21K
$854K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-101- 1.23% |
$10.9K - $12.2K
|
8.1K
$959K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.74K+ 276.59% |
$188K - $209K
|
2.37K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
105+ 0.78% |
$11.4K - $12.7K
|
13.6K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.75% |
$325 - $362
|
404
$47.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
164New |
$17.8K - $19.8K
|
164
$19.4K
|