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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-600- 10.98% |
$66.5K - $72.7K
|
4.87K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-97- 3.15% |
$10.8K - $11.7K
|
2.99K
$354K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.04K- 67.87% |
$559K - $610K
|
2.39K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-895- 4.68% |
$99.2K - $108K
|
18.2K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-737- 8.33% |
$81.7K - $89.3K
|
8.12K
$962K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.09K+ 64.11% |
$232K - $253K
|
5.36K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-568- 5.35% |
$63K - $68.8K
|
10.1K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.37K- 36.52% |
$152K - $166K
|
2.38K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-253- 1.39% |
$28K - $30.6K
|
18K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.19K- 3.5% |
$132K - $144K
|
32.8K
$3.89M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
502+ 1.71% |
$55.7K - $60.8K
|
29.8K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-825- 7.38% |
$91.5K - $99.9K
|
10.4K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
380+ 1.11% |
$42.1K - $46K
|
34.7K
$4.12M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-131- 2.41% |
$14.5K - $15.9K
|
5.29K
$627K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-369- 3.03% |
$40.9K - $44.7K
|
11.8K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.67% |
$443 - $484
|
597
$70.7K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
890+ 38.56% |
$98.7K - $108K
|
3.2K
$379K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
929New |
$103K - $113K
|
929
$110K
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.66M- 99.17% |
$184M - $201M
|
13.8K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-872- 2.31% |
$96.7K - $106K
|
36.9K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-28- 0.33% |
$3.1K - $3.39K
|
8.38K
$993K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
364+ 5.66% |
$40.4K - $44.1K
|
6.79K
$805K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 4.29% |
$11.3M - $12.4M
|
2.48M
$294M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-331- 12.63% |
$36.7K - $40.1K
|
2.29K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
428+ 5.54% |
$47.4K - $51.8K
|
8.15K
$965K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.25K- 28.99% |
$139K - $152K
|
3.07K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.96K+ 92.12% |
$218K - $238K
|
4.1K
$485K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.16K+ 60.23% |
$129K - $140K
|
3.09K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-9- 0.12% |
$998 - $1.09K
|
7.58K
$898K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.61K+ 58.13% |
$733K - $801K
|
18K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.09KNew |
$342K - $374K
|
3.09K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
45+ 0.66% |
$4.99K - $5.45K
|
6.91K
$819K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.88K- 42.42% |
$208K - $227K
|
2.55K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
260+ 3.59% |
$28.8K - $31.5K
|
7.51K
$890K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-174- 0.76% |
$19.3K - $21.1K
|
22.8K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
82New |
$9.09K - $9.93K
|
82
$9.72K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 6.43% |
$137K - $150K
|
18K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-75- 3.56% |
$8.31K - $9.08K
|
2.03K
$240K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
125+ 6.63% |
$13.9K - $15.1K
|
2.01K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-47- 0.33% |
$5.21K - $5.69K
|
14.2K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.64K- 8.06% |
$292K - $320K
|
30.1K
$3.57M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
264K+ 1111.18% |
$29.3M - $32M
|
288K
$34.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-131- 0.95% |
$14.5K - $15.9K
|
13.7K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-528- 7.53% |
$58.5K - $64K
|
6.49K
$768K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.27K+ 5.5% |
$252K - $275K
|
43.6K
$5.16M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
395+ 0.77% |
$43.8K - $47.8K
|
51.6K
$6.12M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.92K- 18.83% |
$213K - $232K
|
8.27K
$979K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
969+ 9.46% |
$107K - $117K
|
11.2K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.48K+ 3.7% |
$497K - $543K
|
126K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.3K+ 5.52% |
$2.03M - $2.22M
|
350K
$41.5M
|