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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
799+ 41.61% |
$88.6K - $96.8K
|
2.72K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$161K - $176K
|
1.45K
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.17K- 38.32% |
$241K - $263K
|
3.5K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-265- 3.16% |
$29.4K - $32.1K
|
8.12K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.54K+ 22.97% |
$171K - $187K
|
8.27K
$979K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-836- 8.12% |
$92.7K - $101K
|
9.45K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15- 0.11% |
$1.66K - $1.82K
|
13.1K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
84+ 1.94% |
$9.31K - $10.2K
|
4.42K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
328New |
$36.4K - $39.7K
|
328
$38.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-158- 0.51% |
$17.5K - $19.1K
|
30.6K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-905- 16.75% |
$100K - $110K
|
4.5K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
203+ 8.77% |
$22.5K - $24.6K
|
2.52K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-890- 80.91% |
$98.7K - $108K
|
210
$24.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 24.54% |
$211K - $230K
|
9.64K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
126+ 0.76% |
$14K - $15.3K
|
16.7K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.74K- 31.44% |
$414K - $453K
|
8.15K
$965K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8- 0.16% |
$887 - $969
|
5.09K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
19+ 0.66% |
$2.11K - $2.3K
|
2.88K
$341K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
107New |
$11.9K - $13K
|
107
$12.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15+ 0.44% |
$1.66K - $1.82K
|
3.45K
$409K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-574- 65.83% |
$63.6K - $69.5K
|
298
$35.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.73KNew |
$192K - $209K
|
1.73K
$205K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
489+ 0.7% |
$54.2K - $59.2K
|
70.7K
$8.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$333 - $363
|
9.72K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
463+ 8.91% |
$51.3K - $56.1K
|
5.66K
$670K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.13% |
$554 - $606
|
3.82K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
610New |
$67.6K - $73.9K
|
610
$72.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-511- 1.41% |
$56.6K - $61.9K
|
35.7K
$4.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.03% |
$111 - $121
|
3.05K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.16K- 15.35% |
$129K - $140K
|
6.4K
$758K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
312+ 10.16% |
$34.6K - $37.8K
|
3.38K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-279- 1.42% |
$30.9K - $33.8K
|
19.3K
$2.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
648+ 12.67% |
$71.8K - $78.5K
|
5.76K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-274- 2.75% |
$30.4K - $33.2K
|
9.7K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
136+ 5.44% |
$15.1K - $16.5K
|
2.64K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-302- 25.44% |
$33.5K - $36.6K
|
885
$105K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.21% |
$443 - $484
|
1.91K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.52K- 5.32% |
$168K - $183K
|
26.9K
$3.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.02K- 18.15% |
$224K - $245K
|
9.11K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 0.2% |
$2.33K - $2.54K
|
10.7K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
810+ 4.94% |
$89.8K - $98.1K
|
17.2K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6- 0.52% |
$665 - $727
|
1.14K
$135K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-655- 1.85% |
$72.6K - $79.3K
|
34.7K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.08K+ 137.27% |
$231K - $252K
|
3.6K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.9K- 79.5% |
$211K - $230K
|
490
$58.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 26.63% |
$244K - $266K
|
10.5K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.66KNew |
$184K - $201K
|
1.66K
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$111 - $121
|
2.43K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
61.4KNew |
$6.8M - $7.43M
|
61.4K
$7.27M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|