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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.31KNew |
$478K - $522K
|
4.31K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.29K+ 1.66% |
$475K - $519K
|
263K
$31.2M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.19K+ 96.5% |
$465K - $508K
|
8.53K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.85K+ 125.54% |
$427K - $467K
|
6.92K
$820K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.78KNew |
$419K - $458K
|
3.78K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.58K+ 13.19% |
$397K - $433K
|
30.7K
$3.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.49K+ 3.31% |
$387K - $422K
|
109K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.27K+ 100.18% |
$362K - $396K
|
6.53K
$774K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.11K+ 31.37% |
$345K - $377K
|
13K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.1KNew |
$344K - $375K
|
3.1K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.09KNew |
$342K - $374K
|
3.09K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.8K+ 13.76% |
$311K - $340K
|
23.2K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2.8K+ 71.79% |
$310K - $339K
|
6.7K
$794K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.53K+ 0.68% |
$280K - $306K
|
373K
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$277K - $303K
|
2.5K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.48KNew |
$274K - $300K
|
2.48K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.41K+ 3.02% |
$267K - $291K
|
82.1K
$9.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.34KNew |
$260K - $284K
|
2.34K
$278K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.27K+ 5.5% |
$252K - $275K
|
43.6K
$5.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.27K+ 4.07% |
$252K - $275K
|
58.1K
$6.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.23KNew |
$247K - $270K
|
2.23K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21KNew |
$245K - $267K
|
2.21K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 26.63% |
$244K - $266K
|
10.5K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.09K+ 64.11% |
$232K - $253K
|
5.36K
$635K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.08K+ 137.27% |
$231K - $252K
|
3.6K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.03K+ 13.23% |
$225K - $246K
|
17.4K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.02K+ 19.84% |
$224K - $245K
|
12.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.01KNew |
$222K - $243K
|
2.01K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.98K+ 41.44% |
$220K - $240K
|
6.77K
$802K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.96K+ 92.12% |
$218K - $238K
|
4.1K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 24.54% |
$211K - $230K
|
9.64K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$196K - $214K
|
1.77K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.77KNew |
$196K - $214K
|
1.77K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.76KNew |
$195K - $213K
|
1.76K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$194K - $212K
|
1.75K
$207K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.73KNew |
$192K - $209K
|
1.73K
$205K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.72KNew |
$190K - $208K
|
1.72K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$190K - $207K
|
1.71K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.68KNew |
$186K - $203K
|
1.68K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67K+ 3.8% |
$185K - $202K
|
45.6K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.67KNew |
$185K - $202K
|
1.67K
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.66KNew |
$184K - $201K
|
1.66K
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.58K+ 6.05% |
$175K - $191K
|
27.7K
$3.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.54K+ 22.97% |
$171K - $187K
|
8.27K
$979K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.53K+ 47.96% |
$170K - $185K
|
4.72K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$161K - $176K
|
1.45K
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.27K+ 26.14% |
$141K - $154K
|
6.14K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.26K+ 12.29% |
$140K - $153K
|
11.5K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.21K+ 15.26% |
$134K - $147K
|
9.16K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.2K+ 7.55% |
$133K - $146K
|
17.1K
$2.03M
|