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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.19K+ 9.92% |
$132K - $144K
|
13.2K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.16K+ 60.23% |
$129K - $140K
|
3.09K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 25.96% |
$115K - $126K
|
5.04K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
997+ 3.47% |
$111K - $121K
|
29.7K
$3.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
992+ 3.66% |
$110K - $120K
|
28.1K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
985New |
$109K - $119K
|
985
$117K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
969+ 9.46% |
$107K - $117K
|
11.2K
$1.33M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
945+ 7.16% |
$105K - $114K
|
14.1K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
929New |
$103K - $113K
|
929
$110K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
897+ 3.38% |
$99.4K - $109K
|
27.5K
$3.25M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
890+ 38.56% |
$98.7K - $108K
|
3.2K
$379K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
881+ 6.27% |
$97.7K - $107K
|
14.9K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
866+ 4.31% |
$96K - $105K
|
21K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
813+ 10.69% |
$90.1K - $98.5K
|
8.42K
$997K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
810+ 4.94% |
$89.8K - $98.1K
|
17.2K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
804+ 1.06% |
$89.1K - $97.4K
|
76.7K
$9.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
799+ 41.61% |
$88.6K - $96.8K
|
2.72K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
688+ 1.28% |
$76.3K - $83.3K
|
54.4K
$6.44M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
681+ 14.82% |
$75.5K - $82.5K
|
5.28K
$625K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
648+ 12.67% |
$71.8K - $78.5K
|
5.76K
$683K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
610New |
$67.6K - $73.9K
|
610
$72.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
560+ 0.27% |
$62.1K - $67.8K
|
206K
$24.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
556+ 134.3% |
$61.6K - $67.3K
|
970
$115K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
531+ 1.39% |
$58.9K - $64.3K
|
38.8K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
509+ 12.35% |
$56.4K - $61.7K
|
4.63K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
502+ 1.71% |
$55.7K - $60.8K
|
29.8K
$3.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
489+ 0.7% |
$54.2K - $59.2K
|
70.7K
$8.37M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
474New |
$52.5K - $57.4K
|
474
$56.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
463+ 8.91% |
$51.3K - $56.1K
|
5.66K
$670K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
457+ 14.87% |
$50.7K - $55.4K
|
3.53K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
445+ 1.99% |
$49.3K - $53.9K
|
22.8K
$2.7M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
428+ 5.54% |
$47.4K - $51.8K
|
8.15K
$965K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
428+ 0.85% |
$47.4K - $51.8K
|
50.8K
$6.02M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
426+ 185.22% |
$47.2K - $51.6K
|
656
$77.7K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
417+ 2.06% |
$46.2K - $50.5K
|
20.7K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
403+ 3.72% |
$44.7K - $48.8K
|
11.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
396+ 10.16% |
$43.9K - $48K
|
4.29K
$509K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
395+ 0.77% |
$43.8K - $47.8K
|
51.6K
$6.12M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
389+ 12.7% |
$43.1K - $47.1K
|
3.45K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
385+ 102.94% |
$42.7K - $46.6K
|
759
$89.9K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
383New |
$42.5K - $46.4K
|
383
$45.4K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
380+ 1.11% |
$42.1K - $46K
|
34.7K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
375+ 13.49% |
$41.6K - $45.4K
|
3.16K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
364+ 5.66% |
$40.4K - $44.1K
|
6.79K
$805K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
353+ 4.67% |
$39.1K - $42.8K
|
7.91K
$938K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
332+ 1.17% |
$36.8K - $40.2K
|
28.7K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
328New |
$36.4K - $39.7K
|
328
$38.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
326+ 6.35% |
$36.1K - $39.5K
|
5.46K
$647K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
312+ 10.16% |
$34.6K - $37.8K
|
3.38K
$401K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
300+ 2.85% |
$33.3K - $36.3K
|
10.8K
$1.28M
|