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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-412- 2.37% |
$44.7K - $49.7K
|
17K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-286- 12.45% |
$31K - $34.5K
|
2.01K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
435New |
$47.2K - $52.4K
|
435
$53.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
53+ 2.26% |
$5.75K - $6.39K
|
2.4K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-36- 1.99% |
$3.9K - $4.34K
|
1.77K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.14% |
$1.3K - $1.45K
|
8.83K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
223New |
$24.2K - $26.9K
|
223
$27.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-59K- 88.65% |
$6.4M - $7.11M
|
7.56K
$927K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
180+ 7.07% |
$19.5K - $21.7K
|
2.73K
$335K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
385+ 0.55% |
$41.7K - $46.4K
|
69.8K
$8.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-69- 0.35% |
$7.48K - $8.32K
|
19.4K
$2.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.1K- 15.21% |
$444K - $494K
|
22.8K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.05% |
$217 - $241
|
3.82K
$468K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-250- 1.22% |
$27.1K - $30.1K
|
20.2K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
13+ 0.07% |
$1.41K - $1.57K
|
18.1K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.22% |
$759 - $844
|
3.16K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-17.5K- 4.69% |
$1.9M - $2.11M
|
356K
$43.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.13K- 76.37% |
$556K - $618K
|
1.59K
$195K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-34- 0.15% |
$3.69K - $4.1K
|
22.8K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.18K+ 1.67% |
$128K - $142K
|
71.9K
$8.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15- 0.63% |
$1.63K - $1.81K
|
2.37K
$291K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8+ 0.38% |
$867 - $964
|
2.1K
$258K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-39- 1.78% |
$4.23K - $4.7K
|
2.15K
$263K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9+ 0.18% |
$976 - $1.08K
|
5.1K
$626K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-985- 20.23% |
$107K - $119K
|
3.88K
$476K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
11.4K+ 18.63% |
$1.24M - $1.38M
|
72.8K
$8.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-153- 0.79% |
$16.6K - $18.4K
|
19.2K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-70- 2.13% |
$7.59K - $8.44K
|
3.22K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
401+ 2.23% |
$43.5K - $48.3K
|
18.4K
$2.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2New |
$217 - $241
|
2
$245
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47K+ 9.85% |
$159K - $177K
|
16.4K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-6- 0.16% |
$650 - $723
|
3.64K
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
188+ 2.5% |
$20.4K - $22.7K
|
7.7K
$944K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
77+ 0.42% |
$8.35K - $9.28K
|
18.2K
$2.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
679+ 7.04% |
$73.6K - $81.8K
|
10.3K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.18K+ 94.89% |
$562K - $624K
|
10.6K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
23+ 0.8% |
$2.49K - $2.77K
|
2.9K
$356K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
844+ 30.86% |
$91.5K - $102K
|
3.58K
$439K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
107K+ 141.1% |
$11.6M - $12.9M
|
183K
$22.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.39K- 34.92% |
$368K - $409K
|
6.32K
$776K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1KNew |
$108K - $121K
|
1K
$123K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-219- 73.99% |
$23.7K - $26.4K
|
77
$9.45K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
177+ 0.92% |
$19.2K - $21.3K
|
19.4K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.75K- 32.59% |
$189K - $210K
|
3.61K
$443K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.93K+ 13.62% |
$209K - $232K
|
16.1K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
16.1KNew |
$1.74M - $1.94M
|
16.1K
$1.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
141+ 6.41% |
$15.3K - $17K
|
2.34K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.6K- 53.51% |
$5.27M - $5.86M
|
42.2K
$5.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.12K- 50.63% |
$447K - $497K
|
4.02K
$493K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
695+ 1.88% |
$75.3K - $83.8K
|
37.6K
$4.62M
|