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
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
35+ 1.08% |
$3.88K - $4.24K
|
3.29K
$403K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$161K - $176K
|
1.45K
$178K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.17K- 38.32% |
$241K - $263K
|
3.5K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-265- 3.16% |
$29.4K - $32.1K
|
8.12K
$996K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
84+ 1.94% |
$9.31K - $10.2K
|
4.42K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
328New |
$36.4K - $39.7K
|
328
$40.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
203+ 8.77% |
$22.5K - $24.6K
|
2.52K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-890- 80.91% |
$98.7K - $108K
|
210
$25.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15+ 0.44% |
$1.66K - $1.82K
|
3.45K
$423K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.73KNew |
$192K - $209K
|
1.73K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
610New |
$67.6K - $73.9K
|
610
$74.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
648+ 12.67% |
$71.8K - $78.5K
|
5.76K
$707K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
136+ 5.44% |
$15.1K - $16.5K
|
2.64K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-302- 25.44% |
$33.5K - $36.6K
|
885
$109K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.21% |
$443 - $484
|
1.91K
$234K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.02K- 18.15% |
$224K - $245K
|
9.11K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
810+ 4.94% |
$89.8K - $98.1K
|
17.2K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.9K- 79.5% |
$211K - $230K
|
490
$60.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 26.63% |
$244K - $266K
|
10.5K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.66KNew |
$184K - $201K
|
1.66K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$111 - $121
|
2.43K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-39- 0.82% |
$4.32K - $4.72K
|
4.71K
$578K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
15.3KNew |
$1.7M - $1.85M
|
15.3K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-57- 2.12% |
$6.32K - $6.9K
|
2.63K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$190K - $207K
|
1.71K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.88% |
$55.4K - $60.6K
|
5.85K
$717K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-370- 9.62% |
$41K - $44.8K
|
3.48K
$426K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8- 0.11% |
$887 - $970
|
7.16K
$879K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 36.79% |
$147K - $161K
|
4.93K
$604K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
6.17KNew |
$684K - $749K
|
6.17K
$757K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
20New |
$2.22K - $2.43K
|
20
$2.45K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
34New |
$3.77K - $4.12K
|
34
$4.17K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
433New |
$48K - $52.5K
|
433
$53.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
106New |
$11.7K - $12.9K
|
106
$13K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
935+ 42.21% |
$104K - $113K
|
3.15K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
$1.28M - $1.4M
|
11.6K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40.3K+ 1982.75% |
$4.47M - $4.89M
|
42.4K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-722- 14.69% |
$80K - $87.6K
|
4.19K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-22- 0.54% |
$2.44K - $2.67K
|
4.07K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-231K- 50.0% |
$25.6M - $28M
|
231K
$28.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 71.43% |
$5.54K - $6.06K
|
20
$2.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.19KNew |
$354K - $387K
|
3.19K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 1.97% |
$4.88K - $5.34K
|
2.19K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.6KNew |
$2.29M - $2.5M
|
20.6K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.3KNew |
$144K - $158K
|
1.3K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
73+ 3.78% |
$8.09K - $8.85K
|
2K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
26New |
$2.88K - $3.15K
|
26
$3.19K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 50.35% |
$206K - $225K
|
1.83K
$225K
|
|
|
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
$810K
|
|