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 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.5K+ 2.68% |
$813K - $903K
|
287K
$35.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.02% |
$217 - $241
|
9.39K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
111+ 1.86% |
$12K - $13.4K
|
6.09K
$747K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-170- 4.45% |
$18.4K - $20.5K
|
3.65K
$448K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
322+ 12.09% |
$34.9K - $38.8K
|
2.99K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
414+ 11.09% |
$44.9K - $49.9K
|
4.15K
$509K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 0.72% |
$8.13K - $9.04K
|
10.3K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-30- 0.23% |
$3.25K - $3.62K
|
13K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
282K+ 11.35% |
$30.5M - $33.9M
|
2.76M
$339M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
500New |
$54.2K - $60.3K
|
500
$61.3K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
65+ 1.12% |
$7.05K - $7.83K
|
5.86K
$718K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
552+ 56.04% |
$59.8K - $66.5K
|
1.54K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 3.55% |
$2.71K - $3.01K
|
680
$83.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.01% |
$434 - $482
|
54.4K
$6.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-115- 4.61% |
$12.5K - $13.9K
|
2.38K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.17K- 69.34% |
$994K - $1.1M
|
4.05K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.02% |
$108 - $121
|
6.23K
$765K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.2K+ 11617.09% |
$2.95M - $3.28M
|
27.4K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6+ 0.23% |
$650 - $723
|
2.62K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
91+ 0.62% |
$9.87K - $11K
|
14.8K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-650- 83.55% |
$70.5K - $78.3K
|
128
$15.7K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-85- 0.9% |
$9.21K - $10.2K
|
9.41K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-148- 1.32% |
$16K - $17.8K
|
11.1K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-139- 3.81% |
$15.1K - $16.8K
|
3.51K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-217- 2.02% |
$23.5K - $26.2K
|
10.5K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 0.84% |
$434 - $482
|
478
$58.6K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
260+ 10.22% |
$28.2K - $31.3K
|
2.81K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.14KNew |
$883K - $981K
|
8.14K
$999K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.35K- 7.48% |
$146K - $162K
|
16.7K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.54KNew |
$275K - $306K
|
2.54K
$311K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.55K- 96.95% |
$276K - $307K
|
80
$9.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-648- 8.8% |
$70.2K - $78.1K
|
6.71K
$823K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
584+ 189.0% |
$63.3K - $70.4K
|
893
$110K
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-476- 1.23% |
$51.6K - $57.4K
|
38.3K
$4.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 0.67% |
$1.08K - $1.21K
|
1.48K
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-19- 2.5% |
$2.06K - $2.29K
|
740
$90.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14- 0.01% |
$1.52K - $1.69K
|
101K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80+ 0.06% |
$8.67K - $9.64K
|
129K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5- 0.26% |
$542 - $603
|
1.93K
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78KNew |
$192K - $214K
|
1.78K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
404+ 4.73% |
$43.8K - $48.7K
|
8.94K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-52- 0.29% |
$5.64K - $6.27K
|
18.1K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.2K+ 45.95% |
$1.43M - $1.59M
|
41.8K
$5.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.14K+ 11.8% |
$557K - $619K
|
48.7K
$5.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-431- 2.8% |
$46.7K - $51.9K
|
14.9K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.23% |
$3.58K - $3.98K
|
14.1K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-85- 0.65% |
$9.21K - $10.2K
|
13K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48+ 0.39% |
$5.2K - $5.78K
|
12.3K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.47K+ 2.75% |
$268K - $298K
|
92.4K
$11.3M
|