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 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
483+ 4.47% |
$52.4K - $58.2K
|
11.3K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-304- 2.67% |
$33K - $36.6K
|
11.1K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-430- 1.32% |
$46.6K - $51.8K
|
32.2K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
179+ 0.79% |
$19.4K - $21.6K
|
22.9K
$2.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.88KNew |
$204K - $227K
|
1.88K
$223K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-132- 4.67% |
$14.3K - $15.9K
|
2.7K
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-327- 9.18% |
$35.5K - $39.4K
|
3.24K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41- 0.76% |
$4.44K - $4.94K
|
5.37K
$636K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 8.35% |
$118K - $132K
|
12K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
76+ 0.38% |
$8.24K - $9.16K
|
20.3K
$2.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
226+ 11.59% |
$24.5K - $27.2K
|
2.18K
$258K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
262+ 2.09% |
$28.4K - $31.6K
|
12.8K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
754+ 40.65% |
$81.7K - $90.9K
|
2.61K
$309K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.3% |
$217 - $241
|
663
$78.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.57% |
$217 - $241
|
354
$41.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 0.72% |
$542 - $603
|
703
$83.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
500+ 50000.0% |
$54.2K - $60.3K
|
501
$59.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-517- 5.1% |
$56K - $62.3K
|
9.62K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-363- 3.02% |
$39.4K - $43.7K
|
11.7K
$1.38M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
729+ 27.58% |
$79K - $87.9K
|
3.37K
$400K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.24K+ 20.43% |
$243K - $270K
|
13.2K
$1.56M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-265- 1.97% |
$28.7K - $31.9K
|
13.2K
$1.57M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1+ 0.04% |
$108 - $121
|
2.7K
$320K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
526+ 3.6% |
$57K - $63.4K
|
15.2K
$1.8M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
156+ 1.68% |
$17.3K - $18.9K
|
9.47K
$1.12M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-10.6KClosed |
$1.18M - $1.29M
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
417+ 2.06% |
$46.2K - $50.5K
|
20.7K
$2.45M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
358K+ 305.66% |
$39.7M - $43.4M
|
475K
$56.3M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-145- 2.37% |
$16.1K - $17.6K
|
5.98K
$708K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 2.81% |
$11.1K - $12.1K
|
3.46K
$409K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.06KNew |
$783K - $855K
|
7.06K
$836K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
197+ 2.03% |
$21.8K - $23.9K
|
9.9K
$1.17M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-48- 2.55% |
$5.32K - $5.81K
|
1.84K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.76KNew |
$195K - $213K
|
1.76K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.58K+ 13.19% |
$397K - $433K
|
30.7K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 28.57% |
$222 - $242
|
5
$592
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 4.19% |
$168K - $183K
|
34.6K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.13K- 46.42% |
$458K - $501K
|
4.77K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-245- 1.84% |
$27.2K - $29.7K
|
13.1K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.3K+ 27.02% |
$1.48M - $1.61M
|
62.7K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.28K- 3.41% |
$364K - $398K
|
92.9K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$111 - $121
|
242
$28.7K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-32- 1.04% |
$3.55K - $3.88K
|
3.04K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.79K+ 8.91% |
$1.08M - $1.19M
|
120K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.99K+ 42.96% |
$996K - $1.09M
|
29.9K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
813+ 10.69% |
$90.1K - $98.5K
|
8.42K
$997K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
897+ 3.38% |
$99.4K - $109K
|
27.5K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 0.66% |
$8.43K - $9.21K
|
11.6K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-92- 0.56% |
$10.2K - $11.1K
|
16.2K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22.5K- 11.34% |
$2.49M - $2.72M
|
176K
$20.8M
|
|