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 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.85K- 55.66% |
$418K - $464K
|
3.07K
$377K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-458- 1.21% |
$49.7K - $55.2K
|
37.5K
$4.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-137- 1.08% |
$14.9K - $16.5K
|
12.5K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.64K+ 4.73% |
$178K - $198K
|
36.3K
$4.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
200+ 6.34% |
$21.7K - $24.1K
|
3.36K
$412K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-853- 1.19% |
$92.5K - $103K
|
70.8K
$8.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
374+ 4.53% |
$40.5K - $45.1K
|
8.64K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
903+ 2580.0% |
$97.9K - $109K
|
938
$115K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.77% |
$2.28K - $2.53K
|
2.74K
$336K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-111- 1.63% |
$12K - $13.4K
|
6.68K
$819K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.13% |
$325 - $362
|
2.23K
$274K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$217 - $241
|
5.04K
$619K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-40- 0.55% |
$4.34K - $4.82K
|
7.27K
$892K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-178- 1.72% |
$19.3K - $21.5K
|
10.2K
$1.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
61+ 2.07% |
$6.61K - $7.35K
|
3.01K
$370K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
106+ 5.2% |
$11.5K - $12.8K
|
2.15K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
637+ 2.27% |
$69.1K - $76.8K
|
28.8K
$3.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-172- 2.42% |
$18.6K - $20.7K
|
6.93K
$850K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
153+ 3.61% |
$16.6K - $18.4K
|
4.39K
$538K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1K+ 3.49% |
$109K - $121K
|
29.8K
$3.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.22% |
$2.28K - $2.53K
|
9.67K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
455+ 3.2% |
$49.3K - $54.8K
|
14.7K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.66% |
$108 - $121
|
152
$18.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-4.78K- 15.62% |
$518K - $576K
|
25.8K
$3.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-203- 3.94% |
$22K - $24.5K
|
4.94K
$606K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-197- 4.52% |
$21.4K - $23.7K
|
4.16K
$510K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-633- 6.7% |
$68.6K - $76.3K
|
8.82K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
326+ 2.76% |
$35.3K - $39.3K
|
12.2K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-169- 8.39% |
$18.3K - $20.4K
|
1.85K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.99KNew |
$541K - $601K
|
4.99K
$612K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.44K- 51.13% |
$265K - $294K
|
2.33K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
294+ 9.88% |
$31.9K - $35.4K
|
3.27K
$401K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-231- 0.46% |
$25K - $27.8K
|
50.5K
$6.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-155K- 85.19% |
$16.8M - $18.7M
|
26.9K
$3.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
400New |
$43.4K - $48.2K
|
400
$49.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
158+ 1580.0% |
$17.1K - $19K
|
168
$20.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
30.9K+ 19.88% |
$3.35M - $3.72M
|
186K
$22.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.52KNew |
$599K - $666K
|
5.52K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
52+ 0.75% |
$5.64K - $6.27K
|
6.97K
$855K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
36.8K+ 481.61% |
$3.99M - $4.43M
|
44.4K
$5.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.38K- 2.46% |
$258K - $287K
|
94.2K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
6.25K+ 3.88% |
$678K - $753K
|
168K
$20.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
123+ 6.91% |
$13.3K - $14.8K
|
1.9K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
45.1KNew |
$4.89M - $5.44M
|
45.1K
$5.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.24K- 69.2% |
$568K - $632K
|
2.33K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
9.21K+ 38.97% |
$999K - $1.11M
|
32.9K
$4.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
265+ 2.79% |
$28.7K - $31.9K
|
9.78K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 5.09% |
$10.4K - $11.6K
|
1.79K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.34K- 7.1% |
$145K - $161K
|
17.5K
$2.15M
|