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 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-420- 6.86% |
$45.5K - $50.6K
|
5.7K
$699K
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-471- 11.19% |
$51.1K - $56.8K
|
3.74K
$458K
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
19+ 0.62% |
$2.06K - $2.29K
|
3.08K
$378K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.4K+ 5.86% |
$5.03M - $5.59M
|
838K
$103M
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12+ 0.36% |
$1.3K - $1.45K
|
3.38K
$415K
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
512+ 44.83% |
$55.5K - $61.7K
|
1.65K
$203K
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-388- 4.68% |
$42.1K - $46.8K
|
7.9K
$969K
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-35.5K- 13.47% |
$3.84M - $4.27M
|
228K
$28M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17+ 1.22% |
$1.84K - $2.05K
|
1.41K
$173K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-74- 1.52% |
$8.02K - $8.92K
|
4.79K
$588K
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.55K- 19.44% |
$276K - $307K
|
10.6K
$1.3M
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.24K+ 11.48% |
$568K - $631K
|
50.9K
$6.24M
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
620+ 4.15% |
$67.2K - $74.7K
|
15.6K
$1.91M
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.06K- 28.11% |
$548K - $609K
|
12.9K
$1.59M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.2K+ 14.22% |
$130K - $144K
|
9.62K
$1.18M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-428- 14.37% |
$46.4K - $51.6K
|
2.55K
$313K
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$108 - $121
|
2.23K
$273K
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-90- 15.73% |
$9.76K - $10.8K
|
482
$59.1K
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
11.1K+ 11324.49% |
$1.2M - $1.34M
|
11.2K
$1.37M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
684+ 4.99% |
$74.2K - $82.4K
|
14.4K
$1.77M
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17- 0.98% |
$1.84K - $2.05K
|
1.73K
$212K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.47% |
$1.73K - $1.93K
|
3.4K
$417K
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79- 2.47% |
$8.56K - $9.52K
|
3.12K
$383K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.97K- 6.76% |
$431K - $479K
|
54.8K
$6.72M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.75KNew |
$623K - $693K
|
5.75K
$705K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-13- 3.1% |
$1.41K - $1.57K
|
406
$49.8K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.65K+ 12.39% |
$612K - $681K
|
51.2K
$6.29M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.33K+ 16.34% |
$144K - $160K
|
9.48K
$1.16M
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
224New |
$24.3K - $27K
|
224
$27.5K
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-624- 21.65% |
$67.6K - $75.2K
|
2.26K
$277K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
490+ 2.93% |
$53.1K - $59K
|
17.2K
$2.11M
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
132+ 1.66% |
$14.3K - $15.9K
|
8.08K
$992K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.57K+ 43.7% |
$170K - $189K
|
5.17K
$634K
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-12- 0.15% |
$1.3K - $1.45K
|
7.76K
$951K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
36+ 0.21% |
$3.9K - $4.34K
|
17.2K
$2.11M
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-5.05K- 2.45% |
$547K - $608K
|
201K
$24.6M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 1.3% |
$2.28K - $2.53K
|
1.6K
$196K
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
6.79K+ 6.24% |
$736K - $818K
|
116K
$14.2M
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.05K+ 5.08% |
$114K - $126K
|
21.7K
$2.66M
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
155+ 0.62% |
$16.8K - $18.7K
|
25.2K
$3.09M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-208- 0.8% |
$22.5K - $25.1K
|
25.9K
$3.18M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34.2K+ 251.45% |
$3.71M - $4.12M
|
47.8K
$5.86M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
647+ 14.41% |
$70.1K - $78K
|
5.14K
$630K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-204- 0.69% |
$22.1K - $24.6K
|
29.5K
$3.62M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-214- 4.58% |
$23.2K - $25.8K
|
4.46K
$547K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-24- 3.81% |
$2.6K - $2.89K
|
606
$74.3K
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-81- 3.07% |
$8.78K - $9.76K
|
2.56K
$313K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 1.38% |
$137K - $153K
|
90.4K
$11.1M
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-704- 13.34% |
$76.3K - $84.8K
|
4.57K
$561K
|