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 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
457+ 14.87% |
$50.7K - $55.4K
|
3.53K
$418K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.5K- 17.56% |
$2.16M - $2.37M
|
91.7K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.57K- 71.35% |
$174K - $190K
|
630
$74.6K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$111 - $121
|
9.39K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-871- 0.85% |
$96.6K - $105K
|
101K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.2K+ 7.55% |
$133K - $146K
|
17.1K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-3.42K- 15.74% |
$379K - $415K
|
18.3K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-688- 2.58% |
$76.3K - $83.3K
|
26K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
26.2KNew |
$2.9M - $3.17M
|
26.2K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.53K+ 47.96% |
$170K - $185K
|
4.72K
$559K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.21K- 1.43% |
$134K - $147K
|
83.4K
$9.88M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
681+ 14.82% |
$75.5K - $82.5K
|
5.28K
$625K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59K+ 121.06% |
$620K - $677K
|
10.2K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-60- 3.3% |
$6.65K - $7.27K
|
1.76K
$208K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-256- 46.38% |
$28.4K - $31K
|
296
$35.1K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-452- 1.65% |
$50.1K - $54.7K
|
26.9K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.85K- 2.51% |
$205K - $223K
|
71.7K
$8.49M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
97.4KNew |
$10.8M - $11.8M
|
97.4K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17+ 0.42% |
$1.88K - $2.06K
|
4.02K
$477K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
62.9KNew |
$6.97M - $7.62M
|
62.9K
$7.45M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
300+ 2.85% |
$33.3K - $36.3K
|
10.8K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.72KNew |
$190K - $208K
|
1.72K
$204K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-26- 0.13% |
$2.88K - $3.15K
|
19.3K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$6.1K - $6.66K
|
55
$6.52K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.08% |
$665 - $727
|
7.36K
$872K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
203+ 344.07% |
$22.5K - $24.6K
|
262
$31K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-166- 3.12% |
$18.4K - $20.1K
|
5.15K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14New |
$1.55K - $1.7K
|
14
$1.66K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.28K- 6.23% |
$142K - $155K
|
19.3K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
163+ 0.66% |
$18.1K - $19.7K
|
25K
$2.97M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$111 - $121
|
2.2K
$261K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
945+ 7.16% |
$105K - $114K
|
14.1K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.45K- 9.6% |
$161K - $176K
|
13.7K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
151New |
$16.7K - $18.3K
|
151
$17.9K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26+ 0.58% |
$2.88K - $3.15K
|
4.47K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-74- 56.49% |
$8.2K - $8.96K
|
57
$6.75K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
224+ 1.17% |
$24.8K - $27.1K
|
19.3K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
16+ 0.4% |
$1.77K - $1.94K
|
4.04K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-9- 0.51% |
$998 - $1.09K
|
1.74K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
250+ 1.24% |
$27.7K - $30.3K
|
20.4K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
7.77KNew |
$861K - $941K
|
7.77K
$920K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.46K+ 6.26% |
$495K - $541K
|
75.8K
$8.98M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
15New |
$1.66K - $1.82K
|
15
$1.78K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.31KNew |
$478K - $522K
|
4.31K
$511K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-17.1K- 2.03% |
$1.9M - $2.07M
|
828K
$98.1M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-8.91K- 57.01% |
$988K - $1.08M
|
6.72K
$796K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-217- 0.37% |
$24.1K - $26.3K
|
58.8K
$6.97M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-341- 13.26% |
$37.8K - $41.3K
|
2.23K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 6.4% |
$55.4K - $60.6K
|
7.31K
$866K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.69K+ 4.14% |
$1.07M - $1.17M
|
244K
$28.9M
|