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 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
292+ 6.14% |
$32.4K - $35.4K
|
5.05K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
286+ 2.15% |
$31.7K - $34.6K
|
13.6K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
284+ 13.6% |
$31.5K - $34.4K
|
2.37K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
260+ 3.59% |
$28.8K - $31.5K
|
7.51K
$890K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
254+ 10.66% |
$28.2K - $30.8K
|
2.64K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
250+ 1.24% |
$27.7K - $30.3K
|
20.4K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
244+ 0.33% |
$27K - $29.6K
|
74.2K
$8.79M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
237+ 4.02% |
$26.3K - $28.7K
|
6.14K
$727K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
234+ 3.03% |
$25.9K - $28.3K
|
7.95K
$942K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
229+ 12.64% |
$25.4K - $27.7K
|
2.04K
$242K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
224+ 1.17% |
$24.8K - $27.1K
|
19.3K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
217+ 28.93% |
$24.1K - $26.3K
|
967
$115K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
203+ 344.07% |
$22.5K - $24.6K
|
262
$31K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
203+ 8.77% |
$22.5K - $24.6K
|
2.52K
$298K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
197+ 2.03% |
$21.8K - $23.9K
|
9.9K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
185+ 4.98% |
$20.5K - $22.4K
|
3.9K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
181+ 1.41% |
$20.1K - $21.9K
|
13.1K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
163+ 0.66% |
$18.1K - $19.7K
|
25K
$2.97M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
156+ 1.68% |
$17.3K - $18.9K
|
9.47K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 2.42% |
$17.3K - $18.9K
|
6.59K
$781K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152+ 0.85% |
$16.9K - $18.4K
|
18.1K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
151New |
$16.7K - $18.3K
|
151
$17.9K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
136+ 5.44% |
$15.1K - $16.5K
|
2.64K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
126+ 0.76% |
$14K - $15.3K
|
16.7K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
125+ 6.63% |
$13.9K - $15.1K
|
2.01K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125+ 26.82% |
$13.9K - $15.1K
|
591
$70K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
122+ 41.08% |
$13.5K - $14.8K
|
419
$49.6K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
121+ 2.39% |
$13.4K - $14.7K
|
5.18K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
120+ 69.36% |
$13.3K - $14.5K
|
293
$34.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
117+ 4.13% |
$13K - $14.2K
|
2.95K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
115+ 3.36% |
$12.7K - $13.9K
|
3.54K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113+ 4.75% |
$12.5K - $13.7K
|
2.49K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
112New |
$12.4K - $13.6K
|
112
$13.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
107+ 0.66% |
$11.9K - $13K
|
16.2K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
107New |
$11.9K - $13K
|
107
$12.7K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
93+ 0.22% |
$10.3K - $11.3K
|
42.3K
$5.01M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
92+ 0.14% |
$10.2K - $11.1K
|
64.7K
$7.66M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
90+ 3.67% |
$9.98K - $10.9K
|
2.55K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
84+ 0.11% |
$9.31K - $10.2K
|
76.5K
$9.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
84+ 1.94% |
$9.31K - $10.2K
|
4.42K
$523K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
82New |
$9.09K - $9.93K
|
82
$9.72K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
76+ 0.66% |
$8.43K - $9.21K
|
11.6K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
73+ 0.56% |
$8.09K - $8.84K
|
13.2K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
70+ 0.6% |
$7.76K - $8.48K
|
11.7K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
67+ 0.94% |
$7.43K - $8.12K
|
7.17K
$849K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
55New |
$6.1K - $6.66K
|
55
$6.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
53+ 1.41% |
$5.88K - $6.42K
|
3.82K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
52New |
$5.76K - $6.3K
|
52
$6.16K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 2.06% |
$5.54K - $6.06K
|
2.47K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
47+ 0.49% |
$5.21K - $5.69K
|
9.72K
$1.15M
|