Latest Institutional Purchases of Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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
Feb 14, 2023 Q4 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
59
New
$5.52K - $6.38K
59 $7.06K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
59
New
$5.52K - $6.38K
59 $7.06K
Jan 18, 2023 Q4 2022
Central Bank & Trust CO

BUY
 -
58
New
$5.43K - $6.28K
58 $6.94K
Jan 26, 2023 Q4 2022
Integrity Financial Corp

BUY
 -
29
New
$2.71K - $3.14K
29 $3.47K
Feb 07, 2023 Q4 2022
Sanford Advisory Services, LLC

BUY
 -
20
+ 0.26%
$1.87K - $2.16K
7.6K $909K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
14
+ 2.45%
$1.31K - $1.51K
586 $70.1K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
11
New
$1.03K - $1.19K
11 $1.32K
Q3 2022
Nov 14, 2022 Q3 2022
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
73.7K
+ 131.61%
$6.73M - $7.81M
130K $15.5M
May 20, 2025 Q3 2022
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
50.7K
New
$4.63M - $5.37M
50.7K $6.07M
Nov 09, 2022 Q3 2022
Shore Haven Wealth Partners, LLC

BUY
 -
35.6K
New
$3.25M - $3.77M
35.6K $4.26M
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
29.4K
New
$2.68M - $3.11M
29.4K $3.51M
Nov 07, 2022 Q3 2022
Allen Investment Management LLC

BUY
 -
29.2K
New
$2.67M - $3.09M
29.2K $3.49M
Nov 16, 2022 Q3 2022
Sentinus, LLC

Oak Brook, IL
BUY
 -
12.2K
New
$1.11M - $1.29M
12.2K $1.45M
Nov 16, 2022 Q3 2022
Wealth Advisory Solutions, LLC

BUY
 -
11.4K
New
$1.05M - $1.21M
11.4K $1.37M
Oct 17, 2022 Q3 2022
Bms Financial Advisors, LLC

BUY
 -
9.8K
New
$895K - $1.04M
9.8K $1.17M
Nov 14, 2022 Q3 2022
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
7.53K
New
$687K - $797K
7.53K $900K
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
6.64K
New
$606K - $703K
6.64K $794K
Nov 01, 2022 Q3 2022
Avalon Investment & Advisory

Houston, TX
BUY
 -
5.88K
New
$537K - $623K
5.88K $703K
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
5.54K
+ 5.93%
$505K - $586K
98.9K $11.8M
Jan 10, 2025 Q3 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
5.04K
+ 92.92%
$460K - $534K
10.5K $1.25M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
3.41K
New
$311K - $362K
3.41K $408K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
2.96K
+ 903.66%
$271K - $314K
3.29K $394K
Nov 14, 2022 Q3 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
2.07K
+ 11.04%
$189K - $219K
20.8K $2.49M
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
1.45K
+ 47.8%
$133K - $154K
4.5K $538K
Nov 07, 2022 Q3 2022
Evoke Wealth, LLC

BUY
 -
1.05K
New
$95.4K - $111K
1.05K $125K
Nov 23, 2022 Q3 2022
Invst, LLC

Indianapolis, IN
BUY
 -
740
+ 3.13%
$67.6K - $78.4K
24.4K $2.91M
Oct 27, 2022 Q3 2022
First Personal Financial Services

BUY
 -
693
New
$63.3K - $73.4K
693 $82.9K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
537
New
$49K - $56.9K
537 $64.2K
Nov 14, 2022 Q3 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
522
+ 20.07%
$47.7K - $55.3K
3.12K $374K
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
422
+ 4.48%
$38.5K - $44.7K
9.85K $1.18M
Oct 26, 2022 Q3 2022
Tilia Fiduciary Partners, Inc.

BUY
 -
380
+ 111.11%
$34.7K - $40.3K
722 $86.4K
Nov 15, 2022 Q3 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
234
New
$21.4K - $24.8K
234 $28K
Nov 14, 2022 Q3 2022
Cnb Bank

Clearfield, PA
BUY
 -
166
New
$15.2K - $17.6K
166 $19.9K
Oct 05, 2022 Q3 2022
Time Scale Financial, Inc.

BUY
 -
75
+ 64.1%
$6.85K - $7.95K
192 $23K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
50
+ 0.92%
$4.56K - $5.3K
5.49K $656K
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
42
New
$3.83K - $4.45K
42 $5.02K
Oct 11, 2022 Q3 2022
Norwood Financial Corp

BUY
 -
36
New
$3.29K - $3.81K
36 $4.31K
Nov 03, 2022 Q3 2022
Paragon Wealth Strategies, LLC

BUY
 -
30
New
$2.74K - $3.18K
30 $3.59K
Nov 14, 2022 Q3 2022
Resolute Financial, LLC

BUY
 -
17
+ 0.53%
$1.55K - $1.8K
3.23K $387K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
10
New
$913 - $1.06K
10 $1.2K
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
3
+ 0.68%
$274 - $318
441 $52.7K
Oct 21, 2022 Q3 2022
High Mark Wealth Management LLC

BUY
 -
1
+ 1.49%
$91.3 - $106
68 $8.13K
Q2 2022
Jul 28, 2022 Q2 2022
Flynn Zito Capital Management, LLC

BUY
 -
98.3K
New
$9.55M - $10.8M
98.3K $11.8M
Jul 19, 2022 Q2 2022
Icon Wealth Partners, LLC

BUY
 -
56K
New
$5.44M - $6.15M
56K $6.69M
Aug 15, 2022 Q2 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
46.3K
New
$4.5M - $5.09M
46.3K $5.54M
Aug 03, 2022 Q2 2022
Keystone Financial Services

BUY
 -
33.3K
New
$3.24M - $3.66M
33.3K $3.99M
Aug 04, 2022 Q2 2022
True Link Financial Advisors, LLC

BUY
 -
15.8K
New
$1.54M - $1.74M
15.8K $1.89M
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
11.8K
New
$1.15M - $1.3M
11.8K $1.41M
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

BUY
 -
8.02K
New
$779K - $882K
8.02K $959K

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