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 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
86+ 252.94% |
$9.53K - $10.4K
|
120
$13.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
63+ 0.17% |
$6.98K - $7.64K
|
37.8K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56+ 0.34% |
$6.21K - $6.79K
|
16.3K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
48+ 0.44% |
$5.32K - $5.82K
|
11K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.05% |
$4.77K - $5.22K
|
80.6K
$9.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.16% |
$4.43K - $4.85K
|
24.9K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 0.26% |
$3.66K - $4K
|
12.7K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32+ 0.98% |
$3.55K - $3.88K
|
3.29K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
30New |
$3.32K - $3.64K
|
30
$3.47K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
27+ 1.0% |
$2.99K - $3.27K
|
2.72K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
27+ 0.08% |
$2.99K - $3.27K
|
33.1K
$3.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24+ 0.9% |
$2.66K - $2.91K
|
2.68K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 1.02% |
$2.11K - $2.3K
|
1.89K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18+ 0.99% |
$1.99K - $2.18K
|
1.84K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.41% |
$1.33K - $1.46K
|
2.97K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.3% |
$1.33K - $1.46K
|
4K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11+ 0.29% |
$1.22K - $1.33K
|
3.8K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10+ 0.06% |
$1.11K - $1.21K
|
16.3K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10+ 0.54% |
$1.11K - $1.21K
|
1.85K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$554 - $606
|
17K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$443 - $485
|
5.41K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.19% |
$222 - $243
|
1.06K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.89% |
$111 - $121
|
54
$6.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 3.33% |
$111 - $121
|
31
$3.59K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$111 - $121
|
1
$116
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.77M+ 385.9% |
$298M - $329M
|
3.49M
$404M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09MNew |
$117M - $129M
|
1.09M
$126M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
378K+ 372.64% |
$40.7M - $44.9M
|
480K
$55.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 13.67% |
$28.9M - $31.9M
|
2.24M
$259M
|
|
|
Nov 14, 2024
Q3 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
231KNew |
$24.8M - $27.4M
|
231K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
231KNew |
$24.8M - $27.4M
|
231K
$26.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
181K+ 70.01% |
$19.5M - $21.5M
|
440K
$51M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129K+ 40.15% |
$13.9M - $15.4M
|
452K
$52.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.2K+ 59.8% |
$10.1M - $11.2M
|
252K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
80.8KNew |
$8.7M - $9.6M
|
80.8K
$9.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
67.9KNew |
$7.31M - $8.06M
|
67.9K
$7.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
66.9K+ 443.86% |
$7.2M - $7.94M
|
82K
$9.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
64K+ 522.3% |
$6.89M - $7.6M
|
76.2K
$8.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
63.4K+ 70.51% |
$6.83M - $7.53M
|
153K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.4K+ 13.72% |
$6.49M - $7.17M
|
500K
$57.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.5K+ 1.84% |
$6.08M - $6.71M
|
3.13M
$363M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.2K+ 238.53% |
$5.3M - $5.85M
|
69.9K
$8.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.5K+ 8.24% |
$5M - $5.52M
|
610K
$70.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.1K+ 89.95% |
$4.96M - $5.48M
|
97.4K
$11.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
45.4KNew |
$4.88M - $5.39M
|
45.4K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.8KNew |
$4.6M - $5.08M
|
42.8K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
42.7KNew |
$4.6M - $5.07M
|
42.7K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
40.4K+ 311.32% |
$4.34M - $4.79M
|
53.3K
$6.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.5K+ 17.53% |
$4.25M - $4.69M
|
265K
$30.6M
|
|