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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-480- 3.11% |
$53.2K - $58.1K
|
14.9K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-345K- 7.36% |
$38.3M - $41.8M
|
4.35M
$515M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
79K+ 2.5% |
$8.76M - $9.57M
|
3.23M
$383M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.48K- 75.3% |
$718K - $785K
|
2.13K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-222- 0.74% |
$24.6K - $26.9K
|
29.8K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12+ 0.13% |
$1.33K - $1.45K
|
9.33K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.01KNew |
$222K - $243K
|
2.01K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.48K+ 14.64% |
$607K - $664K
|
42.9K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-300- 7.15% |
$33.3K - $36.3K
|
3.9K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164KNew |
$18.2M - $19.9M
|
164K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.8K+ 13.76% |
$311K - $340K
|
23.2K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$1.68M - $1.83M
|
15.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
244+ 0.33% |
$27K - $29.6K
|
74.2K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-86.2K- 6.99% |
$9.55M - $10.4M
|
1.15M
$136M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.41K+ 3.02% |
$267K - $291K
|
82.1K
$9.73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 3.2% |
$1.5M - $1.64M
|
438K
$51.9M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
112New |
$12.4K - $13.6K
|
112
$13.3K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
74KNew |
$8.21M - $8.97M
|
74K
$8.77M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.8KNew |
$1.53M - $1.67M
|
13.8K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 2.06% |
$5.54K - $6.06K
|
2.47K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.85K- 36.62% |
$316K - $345K
|
4.93K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$194K - $212K
|
1.75K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-130- 3.36% |
$14.4K - $15.7K
|
3.73K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-113- 0.84% |
$12.5K - $13.7K
|
13.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-35- 1.39% |
$3.88K - $4.24K
|
2.49K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.03K- 2.73% |
$335K - $366K
|
108K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9+ 0.43% |
$998 - $1.09K
|
2.08K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$277K - $303K
|
2.5K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
292+ 6.14% |
$32.4K - $35.4K
|
5.05K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35K- 11.59% |
$3.88M - $4.24M
|
267K
$31.6M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-17.3K- 11.49% |
$1.92M - $2.09M
|
133K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-314- 2.33% |
$34.8K - $38K
|
13.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.7K- 81.78% |
$1.74M - $1.9M
|
3.49K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-5.9K- 70.24% |
$654K - $715K
|
2.5K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.81K+ 2.44% |
$533K - $582K
|
202K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-266- 46.26% |
$29.5K - $32.2K
|
309
$36.6K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
804+ 1.06% |
$89.1K - $97.4K
|
76.7K
$9.09M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-232- 10.44% |
$25.7K - $28.1K
|
1.99K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-27.8K- 71.85% |
$3.08M - $3.36M
|
10.9K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.64K+ 200.18% |
$736K - $804K
|
9.95K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-3.91K- 47.97% |
$433K - $473K
|
4.24K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
474New |
$52.5K - $57.4K
|
474
$56.2K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18+ 0.2% |
$2K - $2.18K
|
8.82K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7- 0.13% |
$776 - $848
|
5.42K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.84M- 94.48% |
$315M - $344M
|
166K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.55K+ 866.48% |
$504K - $551K
|
5.07K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 1.1% |
$4.32K - $4.72K
|
3.57K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-582- 1.05% |
$64.5K - $70.5K
|
55.1K
$6.52M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-48- 1.76% |
$5.32K - $5.81K
|
2.68K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-1.22K- 25.57% |
$135K - $147K
|
3.54K
$419K
|