Latest Institutional Purchases of Ishares Core High Dividend ETF (HDV)
This list provides information on the latest institutional transactions involving Ishares Core High Dividend ETF (HDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
$197K - $218K
|
1.83K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.81KNew |
$195K - $215K
|
1.81K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$193K - $213K
|
1.8K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.79KNew |
$193K - $213K
|
1.79K
$214K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76KNew |
$190K - $209K
|
1.76K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.57K+ 50.51% |
$169K - $187K
|
4.69K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.47K+ 3.4% |
$159K - $175K
|
44.8K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.43KNew |
$153K - $169K
|
1.43K
$170K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.17K+ 8.3% |
$126K - $139K
|
15.3K
$1.83M
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
996+ 9.45% |
$107K - $118K
|
11.5K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
545New |
$58.7K - $64.7K
|
545
$65.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
542New |
$58.3K - $64.4K
|
542
$64.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
542New |
$58.3K - $64.4K
|
542
$64.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
$53.8K - $59.4K
|
500
$59.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
456+ 16.26% |
$49.1K - $54.2K
|
3.26K
$390K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
450New |
$48.4K - $53.4K
|
450
$53.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
380+ 2.84% |
$40.9K - $45.1K
|
13.8K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
274New |
$29.5K - $32.5K
|
274
$32.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
270+ 10.46% |
$29.1K - $32.1K
|
2.85K
$341K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
166+ 27.67% |
$17.9K - $19.7K
|
766
$91.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
119+ 1.36% |
$12.8K - $14.1K
|
8.86K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
91New |
$9.79K - $10.8K
|
91
$10.9K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
75New |
$8.07K - $8.91K
|
75
$8.97K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$5.06K - $5.58K
|
47
$5.62K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 110.34% |
$3.44K - $3.8K
|
61
$7.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.51K - $1.66K
|
14
$1.67K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.53% |
$1.08K - $1.19K
|
1.91K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 1.08% |
$646 - $713
|
564
$67.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.16% |
$538 - $594
|
3.13K
$374K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.16% |
$323 - $356
|
1.85K
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 2.7% |
$108 - $119
|
38
$4.54K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29.1K+ 5.51% |
$3.08M - $3.25M
|
556K
$66.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.07KNew |
$748K - $790K
|
7.07K
$846K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$667K - $704K
|
6.3K
$753K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.32KNew |
$457K - $483K
|
4.32K
$517K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.44KNew |
$364K - $385K
|
3.44K
$412K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.32KNew |
$352K - $371K
|
3.32K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.87KNew |
$304K - $321K
|
2.87K
$343K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
2.74KNew |
$290K - $306K
|
2.74K
$328K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.5KNew |
$265K - $279K
|
2.5K
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.1KNew |
$222K - $234K
|
2.1K
$251K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.91KNew |
$202K - $213K
|
1.91K
$228K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$192K - $203K
|
1.82K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1KNew |
$106K - $112K
|
1K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
880New |
$93.1K - $98.3K
|
880
$105K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
710New |
$75.2K - $79.3K
|
710
$84.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
501New |
$53K - $56K
|
501
$59.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
300New |
$31.8K - $33.5K
|
300
$35.9K
|
|