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 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-264- 8.97% |
$29.3K - $32K
|
2.68K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128- 0.96% |
$14.2K - $15.5K
|
13.2K
$1.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.03K+ 13.23% |
$225K - $246K
|
17.4K
$2.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 0.41% |
$3.1K - $3.39K
|
6.76K
$801K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
17+ 0.17% |
$1.88K - $2.06K
|
9.89K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-188- 10.4% |
$20.8K - $22.8K
|
1.62K
$192K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-7.54K- 56.47% |
$835K - $913K
|
5.81K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-531- 5.64% |
$58.9K - $64.3K
|
8.88K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.58K+ 6.05% |
$175K - $191K
|
27.7K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
881+ 6.27% |
$97.7K - $107K
|
14.9K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-102- 0.63% |
$11.3K - $12.4K
|
16.2K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
61.4K+ 1188.75% |
$6.81M - $7.44M
|
66.6K
$7.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.14% |
$1.55K - $1.7K
|
10.3K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.85K+ 125.54% |
$427K - $467K
|
6.92K
$820K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
122+ 41.08% |
$13.5K - $14.8K
|
419
$49.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.53K+ 0.68% |
$280K - $306K
|
373K
$44.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-147- 0.62% |
$16.3K - $17.8K
|
23.5K
$2.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.48KNew |
$274K - $300K
|
2.48K
$293K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-177- 4.43% |
$19.6K - $21.4K
|
3.81K
$452K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17+ 0.63% |
$1.88K - $2.06K
|
2.74K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-84- 1.51% |
$9.31K - $10.2K
|
5.47K
$648K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-42- 0.23% |
$4.66K - $5.09K
|
18.1K
$2.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 6.83% |
$120K - $131K
|
14.7K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.78K+ 14.85% |
$640K - $700K
|
44.7K
$5.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-24- 19.67% |
$2.66K - $2.91K
|
98
$11.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.39K- 49.98% |
$155K - $169K
|
1.4K
$165K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.19K+ 9.92% |
$132K - $144K
|
13.2K
$1.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
117+ 4.13% |
$13K - $14.2K
|
2.95K
$350K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.89K+ 201.38% |
$874K - $955K
|
11.8K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.1KNew |
$344K - $375K
|
3.1K
$367K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.19% |
$554 - $606
|
2.62K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
44+ 2.14% |
$4.88K - $5.33K
|
2.1K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-574- 24.1% |
$63.6K - $69.5K
|
1.81K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$111 - $121
|
4.68K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-805- 2.72% |
$89.2K - $97.5K
|
28.8K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
254+ 10.66% |
$28.2K - $30.8K
|
2.64K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
229+ 12.64% |
$25.4K - $27.7K
|
2.04K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$111 - $121
|
552
$65.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
375+ 13.49% |
$41.6K - $45.4K
|
3.16K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 24.76% |
$135K - $148K
|
3.71K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.08% |
$1.55K - $1.7K
|
16.6K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.68KNew |
$186K - $203K
|
1.68K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.27K+ 26.14% |
$141K - $154K
|
6.14K
$727K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-384- 14.94% |
$42.6K - $46.5K
|
2.19K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-64- 0.31% |
$7.1K - $7.75K
|
20.3K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
35+ 1.08% |
$3.88K - $4.24K
|
3.29K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.3K- 6.32% |
$144K - $157K
|
19.3K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 7.25% |
$1.17M - $1.28M
|
156K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
53+ 1.41% |
$5.88K - $6.42K
|
3.82K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
286+ 2.15% |
$31.7K - $34.6K
|
13.6K
$1.61M
|