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 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
44+ 2.14% |
$4.88K - $5.33K
|
2.1K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
42+ 0.09% |
$4.66K - $5.09K
|
45.6K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
39+ 1.1% |
$4.32K - $4.72K
|
3.57K
$423K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
35+ 1.08% |
$3.88K - $4.24K
|
3.29K
$389K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26+ 0.58% |
$2.88K - $3.15K
|
4.47K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
21+ 0.63% |
$2.33K - $2.54K
|
3.37K
$400K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
19+ 0.66% |
$2.11K - $2.3K
|
2.88K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18+ 0.2% |
$2K - $2.18K
|
8.82K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17+ 0.42% |
$1.88K - $2.06K
|
4.02K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
17+ 0.17% |
$1.88K - $2.06K
|
9.89K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17+ 0.63% |
$1.88K - $2.06K
|
2.74K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
16+ 0.6% |
$1.77K - $1.94K
|
2.66K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
16+ 0.4% |
$1.77K - $1.94K
|
4.04K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
15+ 0.39% |
$1.66K - $1.82K
|
3.82K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
15New |
$1.66K - $1.82K
|
15
$1.78K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15+ 0.44% |
$1.66K - $1.82K
|
3.45K
$409K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14+ 0.69% |
$1.55K - $1.7K
|
2.05K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14New |
$1.55K - $1.7K
|
14
$1.66K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.14% |
$1.55K - $1.7K
|
10.3K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13New |
$1.44K - $1.57K
|
13
$1.54K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.2% |
$1.44K - $1.57K
|
6.58K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12+ 0.13% |
$1.33K - $1.45K
|
9.33K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12+ 0.58% |
$1.33K - $1.45K
|
2.09K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 0.66% |
$1.33K - $1.45K
|
1.84K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
11+ 0.06% |
$1.22K - $1.33K
|
18.1K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
10+ 0.3% |
$1.11K - $1.21K
|
3.3K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10+ 0.36% |
$1.11K - $1.21K
|
2.81K
$332K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.11K - $1.21K
|
10
$1.18K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9+ 0.43% |
$998 - $1.09K
|
2.08K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.04% |
$776 - $848
|
18.1K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
6+ 0.19% |
$665 - $727
|
3.15K
$373K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.08% |
$665 - $727
|
7.36K
$872K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5+ 0.14% |
$554 - $606
|
3.64K
$432K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.19% |
$554 - $606
|
2.62K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.13% |
$554 - $606
|
3.82K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.12% |
$443 - $484
|
3.38K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.67% |
$443 - $484
|
597
$70.7K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.1% |
$333 - $363
|
2.99K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$333 - $363
|
778
$92.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$333 - $363
|
9.72K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.01% |
$222 - $242
|
13.4K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$111 - $121
|
242
$28.7K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$111 - $121
|
9.39K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$111 - $121
|
2.2K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$111 - $121
|
552
$65.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$111 - $121
|
4.68K
$554K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.03% |
$111 - $121
|
3.05K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$111 - $121
|
2.43K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40.3K+ 1982.75% |
$4.47M - $4.89M
|
42.4K
$5.02M
|
|