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 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.11K - $1.21K
|
10
$1.15K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.5K+ 7.38% |
$5.71M - $6.24M
|
749K
$86.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-934- 13.36% |
$104K - $113K
|
6.06K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28+ 0.61% |
$3.1K - $3.39K
|
4.61K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.06% |
$1.22K - $1.33K
|
18.1K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.25% |
$111 - $121
|
400
$46K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
107+ 0.66% |
$11.9K - $13K
|
16.2K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-550- 17.76% |
$61K - $66.6K
|
2.55K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.78KNew |
$419K - $458K
|
3.78K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.21K+ 15.26% |
$134K - $147K
|
9.16K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.2% |
$1.44K - $1.57K
|
6.58K
$758K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125+ 26.82% |
$13.9K - $15.1K
|
591
$68K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-88- 4.23% |
$9.76K - $10.7K
|
1.99K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-63.3K- 28.95% |
$7.02M - $7.67M
|
155K
$17.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.75% |
$333 - $363
|
401
$46.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-264- 8.97% |
$29.3K - $32K
|
2.68K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128- 0.96% |
$14.2K - $15.5K
|
13.2K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.03K+ 13.23% |
$225K - $246K
|
17.4K
$2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 0.41% |
$3.1K - $3.39K
|
6.76K
$778K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
17+ 0.17% |
$1.88K - $2.06K
|
9.89K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-188- 10.4% |
$20.8K - $22.8K
|
1.62K
$186K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-7.54K- 56.47% |
$835K - $913K
|
5.81K
$669K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
467+ 0.49% |
$51.8K - $56.6K
|
96.6K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-531- 5.64% |
$58.9K - $64.3K
|
8.88K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.58K+ 6.05% |
$175K - $191K
|
27.7K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
881+ 6.27% |
$97.7K - $107K
|
14.9K
$1.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-102- 0.63% |
$11.3K - $12.4K
|
16.2K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
61.4K+ 1188.75% |
$6.81M - $7.44M
|
66.6K
$7.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.14% |
$1.55K - $1.7K
|
10.3K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.85K+ 125.54% |
$427K - $467K
|
6.92K
$797K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-169- 2.8% |
$18.7K - $20.5K
|
5.88K
$676K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
448+ 9.73% |
$49.7K - $54.3K
|
5.05K
$581K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
122+ 41.08% |
$13.5K - $14.8K
|
419
$48.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
720+ 31.9% |
$79.8K - $87.2K
|
2.98K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.53K+ 0.68% |
$280K - $306K
|
373K
$42.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-147- 0.62% |
$16.3K - $17.8K
|
23.5K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.48KNew |
$274K - $300K
|
2.48K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-177- 4.43% |
$19.6K - $21.4K
|
3.81K
$439K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17+ 0.63% |
$1.88K - $2.06K
|
2.74K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-223- 10.59% |
$24.7K - $27K
|
1.88K
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.78KNew |
$197K - $216K
|
1.78K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-504- 1.52% |
$55.9K - $61K
|
32.6K
$3.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-84- 1.51% |
$9.31K - $10.2K
|
5.47K
$629K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-42- 0.23% |
$4.66K - $5.09K
|
18.1K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 6.83% |
$120K - $131K
|
14.7K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.78K+ 14.85% |
$640K - $700K
|
44.7K
$5.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-24- 19.67% |
$2.66K - $2.91K
|
98
$11.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.39K- 49.98% |
$155K - $169K
|
1.4K
$161K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.19K+ 9.92% |
$132K - $144K
|
13.2K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
117+ 4.13% |
$13K - $14.2K
|
2.95K
$340K
|