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
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
403+ 3.72% |
$44.7K - $48.8K
|
11.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-347- 39.57% |
$38.5K - $42K
|
530
$62.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
120+ 69.36% |
$13.3K - $14.5K
|
293
$34.7K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
225KNew |
$25M - $27.3M
|
225K
$26.7M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
237+ 4.02% |
$26.3K - $28.7K
|
6.14K
$727K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-55.8K- 22.79% |
$6.19M - $6.76M
|
189K
$22.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
67+ 0.94% |
$7.43K - $8.12K
|
7.17K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.3K- 67.9% |
$698K - $763K
|
2.98K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67K+ 3.8% |
$185K - $202K
|
45.6K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.46K+ 258.25% |
$606K - $662K
|
7.58K
$898K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-497- 11.98% |
$55.1K - $60.2K
|
3.65K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
84+ 0.11% |
$9.31K - $10.2K
|
76.5K
$9.07M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-501- 60.58% |
$55.5K - $60.7K
|
326
$38.6K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-339- 6.83% |
$37.6K - $41.1K
|
4.62K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-474- 6.94% |
$52.5K - $57.4K
|
6.36K
$753K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
121+ 2.39% |
$13.4K - $14.7K
|
5.18K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-772- 33.1% |
$85.6K - $93.5K
|
1.56K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-57.3K- 92.2% |
$6.35M - $6.94M
|
4.85K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.58% |
$1.33K - $1.45K
|
2.09K
$247K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14+ 0.69% |
$1.55K - $1.7K
|
2.05K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-805K- 38.66% |
$89.2M - $97.5M
|
1.28M
$151M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
15+ 0.39% |
$1.66K - $1.82K
|
3.82K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-80- 0.96% |
$8.87K - $9.69K
|
8.29K
$982K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-534- 8.44% |
$59.2K - $64.7K
|
5.79K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.17K+ 17.06% |
$573K - $626K
|
35.5K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152+ 0.85% |
$16.9K - $18.4K
|
18.1K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-58- 0.61% |
$6.43K - $7.02K
|
9.49K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.67KNew |
$185K - $202K
|
1.67K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.33K+ 3.07% |
$923K - $1.01M
|
280K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
8.67K+ 25.18% |
$961K - $1.05M
|
43.1K
$5.11M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-854- 5.7% |
$94.7K - $103K
|
14.1K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
688+ 1.28% |
$76.3K - $83.3K
|
54.4K
$6.44M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.52K- 46.69% |
$280K - $306K
|
2.88K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-47- 0.29% |
$5.21K - $5.69K
|
16.2K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.11K+ 31.37% |
$345K - $377K
|
13K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.9K+ 5.36% |
$5.53M - $6.04M
|
981K
$116M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$111 - $121
|
1.49K
$176K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-107K- 6.98% |
$11.9M - $13M
|
1.43M
$169M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.1% |
$333 - $363
|
2.99K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-598- 9.95% |
$66.3K - $72.4K
|
5.41K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 21.93% |
$55.4K - $60.6K
|
1.78K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
52New |
$5.76K - $6.3K
|
52
$6.16K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 16.24% |
$5.65K - $6.18K
|
263
$31.2K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-59.3K- 26.3% |
$6.57M - $7.18M
|
166K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-118- 8.69% |
$13.1K - $14.3K
|
1.24K
$147K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.8KNew |
$975K - $1.07M
|
8.8K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-11.7K- 81.69% |
$1.3M - $1.42M
|
2.63K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
445+ 1.99% |
$49.3K - $53.9K
|
22.8K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$333 - $363
|
778
$92.2K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-257- 1.08% |
$28.5K - $31.1K
|
23.5K
$2.79M
|