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 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-132- 4.67% |
$14.3K - $15.9K
|
2.7K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-327- 9.18% |
$35.5K - $39.4K
|
3.24K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41- 0.76% |
$4.44K - $4.94K
|
5.37K
$658K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 8.35% |
$118K - $132K
|
12K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
76+ 0.38% |
$8.24K - $9.16K
|
20.3K
$2.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
226+ 11.59% |
$24.5K - $27.2K
|
2.18K
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
262+ 2.09% |
$28.4K - $31.6K
|
12.8K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
754+ 40.65% |
$81.7K - $90.9K
|
2.61K
$320K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.3% |
$217 - $241
|
663
$81.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.57% |
$217 - $241
|
354
$43.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 0.72% |
$542 - $603
|
703
$86.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
500+ 50000.0% |
$54.2K - $60.3K
|
501
$61.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-517- 5.1% |
$56K - $62.3K
|
9.62K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-363- 3.02% |
$39.4K - $43.7K
|
11.7K
$1.43M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
729+ 27.58% |
$79K - $87.9K
|
3.37K
$414K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.24K+ 20.43% |
$243K - $270K
|
13.2K
$1.62M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-265- 1.97% |
$28.7K - $31.9K
|
13.2K
$1.62M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1+ 0.04% |
$108 - $121
|
2.7K
$331K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
526+ 3.6% |
$57K - $63.4K
|
15.2K
$1.86M
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$443 - $484
|
4.07K
$500K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
417+ 2.31% |
$46.2K - $50.5K
|
18.5K
$2.26M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
129+ 2.95% |
$14.3K - $15.6K
|
4.5K
$552K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
156+ 1.68% |
$17.3K - $18.9K
|
9.47K
$1.16M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-10.6KClosed |
$1.18M - $1.29M
|
0
$0
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-48- 2.55% |
$5.32K - $5.81K
|
1.84K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.76KNew |
$195K - $213K
|
1.76K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.28K- 3.41% |
$364K - $398K
|
92.9K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-92- 0.56% |
$10.2K - $11.1K
|
16.2K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12+ 0.13% |
$1.33K - $1.45K
|
9.33K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.01KNew |
$222K - $243K
|
2.01K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-300- 7.15% |
$33.3K - $36.3K
|
3.9K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164KNew |
$18.2M - $19.9M
|
164K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.41K+ 3.02% |
$267K - $291K
|
82.1K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
112New |
$12.4K - $13.6K
|
112
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
74KNew |
$8.21M - $8.97M
|
74K
$9.08M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.8KNew |
$1.53M - $1.67M
|
13.8K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 2.06% |
$5.54K - $6.06K
|
2.47K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-35- 1.39% |
$3.88K - $4.24K
|
2.49K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-27.8K- 71.85% |
$3.08M - $3.36M
|
10.9K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.84M- 94.48% |
$315M - $344M
|
166K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-1.22K- 25.57% |
$135K - $147K
|
3.54K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
115+ 3.36% |
$12.7K - $13.9K
|
3.54K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.2KNew |
$3.68M - $4.02M
|
33.2K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-901- 31.63% |
$99.9K - $109K
|
1.95K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.87K- 66.61% |
$428K - $468K
|
1.94K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 2.42% |
$17.3K - $18.9K
|
6.59K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
333KNew |
$37M - $40.4M
|
333K
$40.9M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
58.4KNew |
$6.47M - $7.07M
|
58.4K
$7.16M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.1K+ 579.48% |
$3.89M - $4.25M
|
41.2K
$5.05M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13New |
$1.44K - $1.57K
|
13
$1.59K
|
|