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 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
234+ 3.03% |
$25.9K - $28.3K
|
7.95K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.43K- 0.21% |
$270K - $295K
|
1.16M
$137M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-465- 9.95% |
$51.5K - $56.3K
|
4.21K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-423- 2.68% |
$46.9K - $51.2K
|
15.4K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-175- 19.89% |
$19.4K - $21.2K
|
705
$83.5K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.19K+ 96.5% |
$465K - $508K
|
8.53K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
185+ 4.98% |
$20.5K - $22.4K
|
3.9K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.31K+ 4.29% |
$699K - $764K
|
153K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
217+ 28.93% |
$24.1K - $26.3K
|
967
$115K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-64- 0.44% |
$7.1K - $7.75K
|
14.3K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
21+ 0.63% |
$2.33K - $2.54K
|
3.37K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.77KNew |
$196K - $214K
|
1.77K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.98K+ 41.44% |
$220K - $240K
|
6.77K
$802K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.46K- 3.66% |
$162K - $177K
|
38.4K
$4.55M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
389+ 12.7% |
$43.1K - $47.1K
|
3.45K
$409K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-40- 0.65% |
$4.43K - $4.84K
|
6.12K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-440- 4.91% |
$48.8K - $53.3K
|
8.53K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-202- 1.23% |
$22.4K - $24.5K
|
16.2K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-94- 0.45% |
$10.4K - $11.4K
|
20.7K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 1.28% |
$186K - $203K
|
129K
$15.3M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
10+ 0.3% |
$1.11K - $1.21K
|
3.3K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 1.79% |
$114K - $125K
|
56.5K
$6.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.9K+ 5.17% |
$4.31M - $4.71M
|
791K
$93.8M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
866+ 4.31% |
$96K - $105K
|
21K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.32K- 4.79% |
$368K - $402K
|
65.9K
$7.81M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
181+ 1.41% |
$20.1K - $21.9K
|
13.1K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-715- 1.85% |
$79.3K - $86.6K
|
38K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.6% |
$1.77K - $1.94K
|
2.66K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 0.66% |
$1.33K - $1.45K
|
1.84K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-636- 5.47% |
$70.5K - $77K
|
11K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.02K+ 19.84% |
$224K - $245K
|
12.2K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10+ 0.36% |
$1.11K - $1.21K
|
2.81K
$332K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-490- 59.04% |
$54.3K - $59.3K
|
340
$40.3K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 15.63% |
$1.36M - $1.49M
|
90.8K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
531+ 1.39% |
$58.9K - $64.3K
|
38.8K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.15K+ 6.07% |
$571K - $623K
|
89.9K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.22K+ 8.61% |
$912K - $996K
|
104K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-20- 3.63% |
$2.22K - $2.42K
|
531
$62.9K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.27K+ 100.18% |
$362K - $396K
|
6.53K
$774K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
92+ 0.14% |
$10.2K - $11.1K
|
64.7K
$7.66M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-760- 0.44% |
$84.3K - $92.1K
|
171K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
383New |
$42.5K - $46.4K
|
383
$45.4K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.2K+ 493.3% |
$1.8M - $1.96M
|
19.5K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
6+ 0.19% |
$665 - $727
|
3.15K
$373K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4K- 8.02% |
$443K - $484K
|
45.8K
$5.43M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
985New |
$109K - $119K
|
985
$117K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-4.12K- 5.6% |
$457K - $499K
|
69.5K
$8.23M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-313K- 95.31% |
$34.7M - $37.9M
|
15.4K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
997+ 3.47% |
$111K - $121K
|
29.7K
$3.52M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.3KNew |
$920K - $1.01M
|
8.3K
$983K
|