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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
77KNew |
$8.54M - $9.33M
|
77K
$9.45M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-347- 39.57% |
$38.5K - $42K
|
530
$65K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
225KNew |
$25M - $27.3M
|
225K
$27.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-501- 60.58% |
$55.5K - $60.7K
|
326
$40K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-339- 6.83% |
$37.6K - $41.1K
|
4.62K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-57.3K- 92.2% |
$6.35M - $6.94M
|
4.85K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.58% |
$1.33K - $1.45K
|
2.09K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.67KNew |
$185K - $202K
|
1.67K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 21.93% |
$55.4K - $60.6K
|
1.78K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
52New |
$5.76K - $6.3K
|
52
$6.38K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
445+ 1.99% |
$49.3K - $53.9K
|
22.8K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.43K- 0.21% |
$270K - $295K
|
1.16M
$142M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
217+ 28.93% |
$24.1K - $26.3K
|
967
$119K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.77KNew |
$196K - $214K
|
1.77K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
389+ 12.7% |
$43.1K - $47.1K
|
3.45K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-440- 4.91% |
$48.8K - $53.3K
|
8.53K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-490- 59.04% |
$54.3K - $59.3K
|
340
$41.7K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4K- 8.02% |
$443K - $484K
|
45.8K
$5.62M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.3KNew |
$920K - $1.01M
|
8.3K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-97- 3.15% |
$10.8K - $11.7K
|
2.99K
$366K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.37K- 36.52% |
$152K - $166K
|
2.38K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
929New |
$103K - $113K
|
929
$114K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.16K+ 60.23% |
$129K - $140K
|
3.09K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.09KNew |
$342K - $374K
|
3.09K
$379K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
82New |
$9.09K - $9.93K
|
82
$10.1K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
125+ 6.63% |
$13.9K - $15.1K
|
2.01K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-688- 2.58% |
$76.3K - $83.3K
|
26K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-60- 3.3% |
$6.65K - $7.27K
|
1.76K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
97.4KNew |
$10.8M - $11.8M
|
97.4K
$11.9M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17+ 0.42% |
$1.88K - $2.06K
|
4.02K
$494K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.72KNew |
$190K - $208K
|
1.72K
$211K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$6.1K - $6.66K
|
55
$6.75K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14New |
$1.55K - $1.7K
|
14
$1.72K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
224+ 1.17% |
$24.8K - $27.1K
|
19.3K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.31KNew |
$478K - $522K
|
4.31K
$529K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-957- 18.11% |
$106K - $116K
|
4.33K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.79% |
$5.54K - $6.06K
|
6.27K
$769K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-314- 7.81% |
$34.8K - $38K
|
3.7K
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.11K - $1.21K
|
10
$1.23K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-934- 13.36% |
$104K - $113K
|
6.06K
$743K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.25% |
$111 - $121
|
400
$49.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125+ 26.82% |
$13.9K - $15.1K
|
591
$72.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-264- 8.97% |
$29.3K - $32K
|
2.68K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 0.41% |
$3.1K - $3.39K
|
6.76K
$829K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
17+ 0.17% |
$1.88K - $2.06K
|
9.89K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-7.54K- 56.47% |
$835K - $913K
|
5.81K
$712K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-147- 0.62% |
$16.3K - $17.8K
|
23.5K
$2.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.48KNew |
$274K - $300K
|
2.48K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.1KNew |
$344K - $375K
|
3.1K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.68KNew |
$186K - $203K
|
1.68K
$206K
|