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 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-34- 6.4% |
$3.69K - $4.1K
|
497
$61K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-205- 2.48% |
$22.2K - $24.7K
|
8.06K
$989K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
168+ 0.92% |
$18.2K - $20.2K
|
18.5K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-224- 2.0% |
$24.3K - $27K
|
11K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30+ 0.67% |
$3.25K - $3.62K
|
4.5K
$553K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.19K- 7.37% |
$238K - $264K
|
27.6K
$3.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-4.55K- 64.47% |
$493K - $548K
|
2.51K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 5.25% |
$3.14K - $3.49K
|
523
$64.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-252- 4.95% |
$27.3K - $30.4K
|
4.84K
$593K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
373+ 12.95% |
$40.4K - $45K
|
3.25K
$399K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
440+ 1.23% |
$47.7K - $53K
|
36.1K
$4.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.34K- 14.93% |
$253K - $282K
|
13.3K
$1.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-46- 0.25% |
$4.99K - $5.54K
|
18.1K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.3KNew |
$575K - $639K
|
5.3K
$651K
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-264K- 91.74% |
$28.7M - $31.9M
|
23.8K
$2.92M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8+ 0.39% |
$867 - $964
|
2.04K
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.27K- 45.95% |
$246K - $273K
|
2.67K
$327K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
2.35K+ 77.54% |
$255K - $284K
|
5.39K
$661K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
530+ 0.34% |
$57.5K - $63.9K
|
157K
$19.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3- 0.02% |
$325 - $362
|
16.3K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-998- 3.2% |
$108K - $120K
|
30.1K
$3.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
541+ 26.02% |
$58.6K - $65.2K
|
2.62K
$321K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-160- 5.25% |
$17.3K - $19.3K
|
2.89K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.12K+ 51983.33% |
$338K - $376K
|
3.13K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
555+ 1.73% |
$60.2K - $66.9K
|
32.6K
$4M
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
155+ 4.06% |
$16.8K - $18.7K
|
3.97K
$487K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.5K+ 2.86% |
$2.33M - $2.59M
|
771K
$94.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.22K- 8.83% |
$132K - $147K
|
12.6K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-153- 4.28% |
$16.6K - $18.4K
|
3.42K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
695+ 2.31% |
$75.3K - $83.8K
|
30.8K
$3.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-43- 0.21% |
$4.66K - $5.18K
|
20.7K
$2.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-64K- 7.73% |
$6.94M - $7.71M
|
764K
$93.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
8+ 0.46% |
$867 - $964
|
1.76K
$216K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-42- 0.22% |
$4.55K - $5.06K
|
19.3K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.76% |
$217 - $241
|
264
$32.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-435- 4.48% |
$47.2K - $52.4K
|
9.28K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
108+ 0.67% |
$11.7K - $13K
|
16.3K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
429+ 1.55% |
$46.5K - $51.7K
|
28.1K
$3.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.81K+ 58.78% |
$196K - $218K
|
4.88K
$599K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.18% |
$759 - $844
|
3.83K
$470K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.74K+ 42.48% |
$189K - $210K
|
5.84K
$716K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
109New |
$11.8K - $13.1K
|
109
$13.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
314+ 14.22% |
$34K - $37.8K
|
2.52K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-300- 2.77% |
$32.5K - $36.2K
|
10.5K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-95- 0.79% |
$10.3K - $11.4K
|
12K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$221K - $245K
|
2.03K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32New |
$3.47K - $3.86K
|
32
$3.93K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-12.1K- 39.43% |
$1.31M - $1.45M
|
18.5K
$2.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
70+ 0.79% |
$7.59K - $8.44K
|
8.95K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-394- 9.78% |
$42.7K - $47.5K
|
3.64K
$446K
|