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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-593- 1.05% |
$64.3K - $71.5K
|
55.9K
$6.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
125+ 0.77% |
$13.6K - $15.1K
|
16.3K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.31% |
$325 - $362
|
973
$119K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.55K+ 2.35% |
$168K - $186K
|
67.5K
$8.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
134+ 6.9% |
$14.5K - $16.1K
|
2.08K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
15+ 0.82% |
$1.63K - $1.81K
|
1.85K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-172- 1.61% |
$18.6K - $20.7K
|
10.5K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.63K - $1.81K
|
6.6K
$809K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
15+ 0.13% |
$1.63K - $1.81K
|
11.8K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-334- 5.44% |
$36.2K - $40.3K
|
5.8K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.5K- 39.07% |
$271K - $301K
|
3.9K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
5+ 0.84% |
$542 - $603
|
602
$73.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-25.6K- 93.41% |
$2.77M - $3.08M
|
1.81K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.02K- 7.69% |
$110K - $123K
|
12.2K
$1.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
311+ 8.23% |
$33.7K - $37.5K
|
4.09K
$502K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-65- 1.0% |
$7.05K - $7.83K
|
6.47K
$793K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 1.04% |
$3.79K - $4.22K
|
3.34K
$410K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 10.15% |
$1.38M - $1.54M
|
138K
$17M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12- 0.08% |
$1.3K - $1.45K
|
14.2K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.76K+ 2.79% |
$1.06M - $1.18M
|
360K
$44.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.75K+ 1.91% |
$407K - $452K
|
200K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 9.95% |
$2.18M - $2.42M
|
182K
$22.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.15K+ 6.2% |
$342K - $380K
|
54K
$6.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-513- 18.28% |
$55.6K - $61.8K
|
2.29K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.66K- 2.57% |
$180K - $200K
|
63K
$7.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12K+ 87.65% |
$1.3M - $1.45M
|
25.7K
$3.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-328- 3.26% |
$35.6K - $39.5K
|
9.73K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.25KNew |
$244K - $271K
|
2.25K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
318+ 1.91% |
$34.5K - $38.3K
|
17K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-561- 6.91% |
$60.8K - $67.6K
|
7.55K
$927K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.06KNew |
$657K - $730K
|
6.06K
$743K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.19K+ 11.63% |
$129K - $143K
|
11.4K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
17.1KNew |
$1.85M - $2.06M
|
17.1K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-50- 1.96% |
$5.42K - $6.03K
|
2.5K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28+ 0.27% |
$3.04K - $3.37K
|
10.4K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
12+ 0.36% |
$1.3K - $1.45K
|
3.31K
$406K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
900+ 14.16% |
$97.6K - $108K
|
7.26K
$890K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-52- 0.69% |
$5.64K - $6.27K
|
7.53K
$923K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-165- 55.37% |
$17.9K - $19.9K
|
133
$16.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-57- 1.61% |
$6.18K - $6.87K
|
3.47K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
13K+ 20.62% |
$1.41M - $1.56M
|
75.9K
$9.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-85- 1.8% |
$9.21K - $10.2K
|
4.64K
$569K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
127+ 0.79% |
$13.8K - $15.3K
|
16.3K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.15K- 5.98% |
$125K - $139K
|
18.1K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.72KNew |
$186K - $207K
|
1.72K
$211K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-557- 1.76% |
$60.4K - $67.1K
|
31K
$3.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-19- 0.06% |
$2.06K - $2.29K
|
32.8K
$4.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-804- 0.33% |
$87.2K - $96.9K
|
243K
$29.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
84+ 1.3% |
$9.11K - $10.1K
|
6.57K
$806K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
750New |
$81.3K - $90.4K
|
750
$92K
|