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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.88K+ 11.13% |
$319K - $349K
|
28.7K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.84KNew |
$315K - $345K
|
2.84K
$328K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.81K+ 1.14% |
$311K - $341K
|
249K
$28.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.69K+ 108.56% |
$298K - $326K
|
5.16K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.65K+ 130.36% |
$294K - $321K
|
4.68K
$539K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.63K+ 41.48% |
$291K - $319K
|
8.97K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.47K+ 10.45% |
$274K - $300K
|
26.1K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.42K+ 94.78% |
$268K - $293K
|
4.96K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 88.79% |
$268K - $293K
|
5.14K
$592K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.39K+ 4.9% |
$265K - $290K
|
51.2K
$5.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.26KNew |
$250K - $274K
|
2.26K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.14KNew |
$237K - $260K
|
2.14K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.12KNew |
$235K - $257K
|
2.12K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.1K+ 49.55% |
$233K - $255K
|
6.34K
$730K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
2KNew |
$222K - $243K
|
2K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.97KNew |
$218K - $239K
|
1.97K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.94K+ 745.77% |
$215K - $235K
|
2.2K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.93KNew |
$214K - $234K
|
1.93K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 4.34% |
$210K - $230K
|
45.6K
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.88K+ 73.67% |
$208K - $227K
|
4.42K
$509K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.84KNew |
$203K - $223K
|
1.84K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1.83K+ 62.34% |
$202K - $221K
|
4.76K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.82K+ 9.9% |
$201K - $220K
|
20.2K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.81KNew |
$201K - $220K
|
1.81K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.8K+ 22.85% |
$199K - $218K
|
9.67K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.77K+ 10.54% |
$196K - $214K
|
18.5K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.74K+ 10843.75% |
$192K - $210K
|
1.75K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.71K+ 4.97% |
$190K - $208K
|
36.2K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.7K+ 73.98% |
$188K - $206K
|
3.99K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.52K+ 6.18% |
$169K - $185K
|
26.2K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.43K+ 212.0% |
$159K - $174K
|
2.11K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.42K+ 40.78% |
$158K - $172K
|
4.91K
$566K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.84% |
$141K - $154K
|
70.2K
$8.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 2.63% |
$130K - $143K
|
45.8K
$5.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.11K+ 19.72% |
$123K - $134K
|
6.72K
$775K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.05K+ 0.67% |
$116K - $127K
|
158K
$18.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.04K+ 13.77% |
$115K - $126K
|
8.6K
$990K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.03K+ 1.95% |
$114K - $124K
|
53.7K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.01K+ 13.73% |
$112K - $122K
|
8.37K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
998+ 8.79% |
$111K - $121K
|
12.4K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
997+ 21.94% |
$110K - $121K
|
5.54K
$639K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
944+ 2.29% |
$105K - $114K
|
42.2K
$4.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
929+ 0.95% |
$103K - $113K
|
99K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
918+ 5.94% |
$102K - $111K
|
16.4K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
852+ 1.9% |
$94.4K - $103K
|
45.6K
$5.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
789+ 5.5% |
$87.4K - $95.7K
|
15.1K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
751+ 5.98% |
$83.2K - $91.1K
|
13.3K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
717+ 38.67% |
$79.5K - $87K
|
2.57K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
699+ 4.01% |
$77.5K - $84.8K
|
18.1K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
632+ 2.1% |
$70K - $76.6K
|
30.8K
$3.55M
|