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 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-791- 14.98% |
$87.7K - $95.8K
|
4.49K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.04% |
$776 - $848
|
18.1K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-138- 5.67% |
$15.3K - $16.7K
|
2.3K
$272K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
992+ 3.66% |
$110K - $120K
|
28.1K
$3.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-39- 0.82% |
$4.32K - $4.72K
|
4.71K
$558K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
15.3KNew |
$1.7M - $1.85M
|
15.3K
$1.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
30.6KNew |
$3.39M - $3.71M
|
30.6K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-45- 1.35% |
$4.99K - $5.45K
|
3.29K
$390K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
42+ 0.09% |
$4.66K - $5.09K
|
45.6K
$5.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-57- 2.12% |
$6.32K - $6.9K
|
2.63K
$312K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$190K - $207K
|
1.71K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-570- 1.8% |
$63.2K - $69K
|
31.1K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.88% |
$55.4K - $60.6K
|
5.85K
$693K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-178- 3.53% |
$19.7K - $21.6K
|
4.87K
$577K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-370- 9.62% |
$41K - $44.8K
|
3.48K
$412K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 25.96% |
$115K - $126K
|
5.04K
$597K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-165- 1.35% |
$18.3K - $20K
|
12.1K
$1.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-428- 1.75% |
$47.4K - $51.8K
|
24K
$2.85M
|
|
| Q4 2024 | |||||||
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
365+ 12.19% |
$40.4K - $44.3K
|
3.36K
$398K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-87K- 25.56% |
$9.64M - $10.6M
|
254K
$30M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
3.95KNew |
$438K - $479K
|
3.95K
$468K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
6.17KNew |
$684K - $749K
|
6.17K
$732K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
20New |
$2.22K - $2.43K
|
20
$2.37K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
34New |
$3.77K - $4.12K
|
34
$4.03K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-217- 3.36% |
$24K - $26.3K
|
6.23K
$738K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.2K- 62.02% |
$1.24M - $1.35M
|
6.84K
$810K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
433New |
$48K - $52.5K
|
433
$51.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
106New |
$11.7K - $12.9K
|
106
$12.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
935+ 42.21% |
$104K - $113K
|
3.15K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
$1.28M - $1.4M
|
11.6K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40.3K+ 1982.75% |
$4.47M - $4.89M
|
42.4K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-722- 14.69% |
$80K - $87.6K
|
4.19K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-22- 0.54% |
$2.44K - $2.67K
|
4.07K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-231K- 50.0% |
$25.6M - $28M
|
231K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 71.43% |
$5.54K - $6.06K
|
20
$2.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.87KNew |
$429K - $469K
|
3.87K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.19KNew |
$354K - $387K
|
3.19K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 1.97% |
$4.88K - $5.34K
|
2.19K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
263+ 6.43% |
$29.1K - $31.9K
|
4.35K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.6KNew |
$2.29M - $2.5M
|
20.6K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.3KNew |
$144K - $158K
|
1.3K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
73+ 3.78% |
$8.09K - $8.85K
|
2K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700- 4.28% |
$77.6K - $84.9K
|
15.7K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
26New |
$2.88K - $3.15K
|
26
$3.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 50.35% |
$206K - $225K
|
1.83K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-134Closed |
$14.8K - $16.3K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
6.6KNew |
$731K - $800K
|
6.6K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
103New |
$11.4K - $12.5K
|
103
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
29+ 0.1% |
$3.21K - $3.52K
|
28.7K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.72KNew |
$301K - $330K
|
2.72K
$322K
|
|