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 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-771- 1.98% |
$83.6K - $92.9K
|
38.2K
$4.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
106+ 5.32% |
$11.5K - $12.8K
|
2.1K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.79KNew |
$194K - $216K
|
1.79K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3- 0.05% |
$325 - $362
|
5.64K
$668K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-134- 68.72% |
$14.5K - $16.1K
|
61
$7.23K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5- 0.12% |
$542 - $603
|
4.28K
$507K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$108 - $121
|
3.8K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.35K+ 3.64% |
$146K - $163K
|
38.4K
$4.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
11New |
$1.19K - $1.33K
|
11
$1.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.04K- 35.88% |
$113K - $126K
|
1.86K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.53K+ 99.3% |
$708K - $787K
|
13.1K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
158+ 5.86% |
$17.1K - $19K
|
2.85K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
975+ 5.11% |
$106K - $117K
|
20K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
713+ 3.52% |
$77.3K - $85.9K
|
21K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-125- 4.27% |
$13.6K - $15.1K
|
2.8K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.9K+ 6.34% |
$639K - $710K
|
98.9K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.73KNew |
$188K - $209K
|
1.73K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.89K+ 12.62% |
$313K - $348K
|
25.8K
$3.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-88- 0.26% |
$9.54K - $10.6K
|
34.2K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13.2KNew |
$1.43M - $1.59M
|
13.2K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
440+ 22.67% |
$47.7K - $53K
|
2.38K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
37+ 1.23% |
$4.01K - $4.46K
|
3.05K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58+ 1.26% |
$6.29K - $6.99K
|
4.67K
$553K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6.02K+ 4.25% |
$653K - $725K
|
148K
$17.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
197+ 12.23% |
$21.4K - $23.7K
|
1.81K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-191- 3.51% |
$20.7K - $23K
|
5.25K
$622K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
566New |
$61.4K - $68.2K
|
566
$67.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
114+ 356.25% |
$12.4K - $13.7K
|
146
$17.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.2K- 55.02% |
$1.11M - $1.23M
|
8.33K
$987K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-193- 0.75% |
$20.9K - $23.3K
|
25.7K
$3.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-70- 1.32% |
$7.59K - $8.44K
|
5.25K
$622K
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-10K- 13.33% |
$1.08M - $1.21M
|
65K
$7.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.35K- 45.27% |
$255K - $284K
|
2.85K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-3.13K- 3.04% |
$339K - $377K
|
99.8K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
119+ 2.03% |
$12.9K - $14.3K
|
5.97K
$707K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.04K+ 2.02% |
$221K - $245K
|
103K
$12.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.5K+ 67.42% |
$921K - $1.02M
|
21.1K
$2.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
147+ 0.78% |
$15.9K - $17.7K
|
19K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10K- 3.87% |
$1.09M - $1.21M
|
250K
$29.6M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.47K- 5.99% |
$160K - $177K
|
23.1K
$2.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 0.55% |
$1.19K - $1.33K
|
2.01K
$238K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.18K+ 176.58% |
$453K - $503K
|
6.54K
$775K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.21% |
$650 - $723
|
2.92K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
213+ 4.8% |
$23.1K - $25.7K
|
4.65K
$551K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
12.1KNew |
$1.31M - $1.45M
|
12.1K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
460+ 24.17% |
$49.9K - $55.4K
|
2.36K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.96KNew |
$213K - $236K
|
1.96K
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
671+ 0.15% |
$72.7K - $80.9K
|
459K
$54.3M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
124+ 2.59% |
$13.4K - $14.9K
|
4.9K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.93% |
$3.14K - $3.49K
|
3.16K
$375K
|