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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
62+ 0.11% |
$6.72K - $7.47K
|
55.1K
$6.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 19.01% |
$5.42K - $6.03K
|
313
$38.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
64+ 5.16% |
$6.94K - $7.71K
|
1.3K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-223- 1.1% |
$24.2K - $26.9K
|
20.1K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 3.04% |
$245K - $272K
|
76.5K
$9.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.41K- 39.31% |
$262K - $291K
|
3.73K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4+ 0.17% |
$434 - $482
|
2.29K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-98- 1.11% |
$10.6K - $11.8K
|
8.7K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-32- 0.41% |
$3.47K - $3.86K
|
7.8K
$957K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
178K+ 37.53% |
$19.3M - $21.5M
|
654K
$80.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-661- 19.55% |
$71.7K - $79.7K
|
2.72K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
492+ 2.09% |
$53.3K - $59.3K
|
24K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.3K- 40.13% |
$2.53M - $2.81M
|
34.8K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
341+ 2.95% |
$37K - $41.1K
|
11.9K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200New |
$21.7K - $24.1K
|
200
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
13K+ 1.78% |
$1.41M - $1.56M
|
742K
$91.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
18+ 0.45% |
$1.95K - $2.17K
|
4.06K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
200+ 3.86% |
$21.7K - $24.1K
|
5.38K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-793- 3.6% |
$86K - $95.6K
|
21.2K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.69K+ 110.32% |
$726K - $807K
|
12.8K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-845- 5.49% |
$91.6K - $102K
|
14.6K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
42.2KNew |
$4.57M - $5.08M
|
42.2K
$5.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-205- 2.24% |
$22.2K - $24.7K
|
8.96K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
92.3K+ 781.84% |
$10M - $11.1M
|
104K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.52K+ 10.86% |
$273K - $303K
|
25.7K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-171- 0.19% |
$18.5K - $20.6K
|
88.5K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-499- 9.22% |
$54.1K - $60.1K
|
4.91K
$603K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.57K+ 4.51% |
$170K - $189K
|
36.3K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
303+ 1.74% |
$32.8K - $36.5K
|
17.7K
$2.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.39K+ 18.62% |
$368K - $409K
|
21.6K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.41KNew |
$261K - $290K
|
2.41K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-276- 1.7% |
$29.9K - $33.3K
|
15.9K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-85- 3.17% |
$9.21K - $10.2K
|
2.6K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-980- 7.43% |
$106K - $118K
|
12.2K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 7.02% |
$434 - $482
|
61
$7.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$247K - $275K
|
2.28K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-8.43K- 5.01% |
$914K - $1.02M
|
160K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
24.5K+ 14.35% |
$2.66M - $2.95M
|
195K
$24M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
338+ 16.28% |
$36.6K - $40.7K
|
2.41K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.75K- 51.08% |
$298K - $331K
|
2.63K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-484- 31.03% |
$52.5K - $58.3K
|
1.08K
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-369- 0.96% |
$40K - $44.5K
|
38.1K
$4.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-680- 2.07% |
$73.7K - $81.9K
|
32.2K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-19.1K- 24.98% |
$2.07M - $2.3M
|
57.4K
$7.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.52K+ 3.6% |
$598K - $665K
|
159K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-193- 9.08% |
$20.9K - $23.3K
|
1.93K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21K- 2.32% |
$131K - $146K
|
50.9K
$6.25M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.59K+ 24.53% |
$715K - $795K
|
33.5K
$4.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$1.08K - $1.21K
|
1.78K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
460+ 8.13% |
$49.9K - $55.4K
|
6.12K
$750K
|