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 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
115+ 3.36% |
$12.7K - $13.9K
|
3.54K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-62- 0.24% |
$6.87K - $7.51K
|
25.7K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
93+ 0.22% |
$10.3K - $11.3K
|
42.3K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.43K- 3.63% |
$602K - $658K
|
144K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.07KNew |
$673K - $735K
|
6.07K
$719K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87.1K+ 16.08% |
$9.65M - $10.5M
|
628K
$74.5M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.2KNew |
$3.68M - $4.02M
|
33.2K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.55K- 3.58% |
$171K - $187K
|
41.6K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
396+ 10.16% |
$43.9K - $48K
|
4.29K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-901- 31.63% |
$99.9K - $109K
|
1.95K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
47+ 0.49% |
$5.21K - $5.69K
|
9.72K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.97K- 4.36% |
$994K - $1.09M
|
197K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.6K+ 22.9% |
$3.5M - $3.83M
|
170K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
70+ 0.6% |
$7.76K - $8.48K
|
11.7K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.6K- 69.87% |
$2.95M - $3.23M
|
11.5K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.8K+ 71.79% |
$310K - $339K
|
6.7K
$794K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.29K+ 1.66% |
$475K - $519K
|
263K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
426+ 185.22% |
$47.2K - $51.6K
|
656
$77.7K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
21K+ 327.49% |
$2.33M - $2.54M
|
27.4K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$196K - $214K
|
1.77K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-16.7K- 9.03% |
$1.85M - $2.02M
|
168K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.87K- 66.61% |
$428K - $468K
|
1.94K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 2.42% |
$17.3K - $18.9K
|
6.59K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
333KNew |
$37M - $40.4M
|
333K
$39.5M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-656- 4.83% |
$72.7K - $79.5K
|
12.9K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
58.4KNew |
$6.47M - $7.07M
|
58.4K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-358- 14.71% |
$39.7K - $43.4K
|
2.08K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.9K- 6.24% |
$654K - $715K
|
88.7K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.26K+ 12.29% |
$140K - $153K
|
11.5K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 5.83% |
$1.85M - $2.03M
|
304K
$36M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
509+ 12.35% |
$56.4K - $61.7K
|
4.63K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.1K+ 579.48% |
$3.89M - $4.25M
|
41.2K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
618K+ 23765.38% |
$68.5M - $74.8M
|
621K
$73.5M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13New |
$1.44K - $1.57K
|
13
$1.54K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
73+ 0.56% |
$8.09K - $8.84K
|
13.2K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-522- 4.64% |
$57.9K - $63.2K
|
10.7K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
77KNew |
$8.54M - $9.33M
|
77K
$9.12M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.19KClosed |
$1.02M - $1.11M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113+ 4.75% |
$12.5K - $13.7K
|
2.49K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-299- 1.34% |
$33.1K - $36.2K
|
22K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
284+ 13.6% |
$31.5K - $34.4K
|
2.37K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.01% |
$222 - $242
|
13.4K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
353+ 4.67% |
$39.1K - $42.8K
|
7.91K
$938K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-9- 0.33% |
$998 - $1.09K
|
2.7K
$320K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
90+ 3.67% |
$9.98K - $10.9K
|
2.55K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-89- 3.39% |
$9.87K - $10.8K
|
2.53K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.68% |
$1.11K - $1.21K
|
1.47K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-194- 0.59% |
$21.5K - $23.5K
|
32.8K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.12% |
$443 - $484
|
3.38K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21- 0.02% |
$2.33K - $2.54K
|
92.4K
$10.9M
|