Latest Institutional Transactions on Ishares Core High Dividend ETF (HDV)
This table provides information on the latest institutional transactions involving Ishares Core High Dividend ETF (HDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.06% |
$118 - $123
|
1.76K
$215K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
496+ 2.17% |
$58.6K - $60.9K
|
23.3K
$2.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
236+ 3.84% |
$27.9K - $29K
|
6.38K
$779K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
6.28K+ 59.49% |
$743K - $771K
|
16.8K
$2.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
86.8KNew |
$10.3M - $10.7M
|
86.8K
$10.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.34KNew |
$158K - $164K
|
1.34K
$164K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-264- 2.01% |
$31.2K - $32.4K
|
12.8K
$1.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.08% |
$355 - $368
|
3.81K
$466K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.87K+ 23.21% |
$457K - $475K
|
20.5K
$2.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-305- 0.34% |
$36.1K - $37.5K
|
89.8K
$11M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
13.5K+ 40.8% |
$1.59M - $1.66M
|
46.5K
$5.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
281+ 3.17% |
$33.2K - $34.5K
|
9.16K
$1.12M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
157+ 8.97% |
$18.6K - $19.3K
|
1.91K
$233K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-128- 1.31% |
$15.1K - $15.7K
|
9.62K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.47K+ 5.27% |
$174K - $181K
|
29.4K
$3.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
1.79KNew |
$211K - $220K
|
1.79K
$219K
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
4.49KNew |
$531K - $551K
|
4.49K
$549K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.64% |
$118 - $123
|
62
$7.58K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-81- 4.3% |
$9.58K - $9.95K
|
1.8K
$220K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 3.27% |
$3.07K - $3.19K
|
822
$100K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
322+ 12.81% |
$38.1K - $39.5K
|
2.84K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.74K- 26.43% |
$796K - $827K
|
18.8K
$2.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.52K- 4.47% |
$416K - $432K
|
75.3K
$9.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.1% |
$236 - $246
|
1.95K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.28KNew |
$269K - $279K
|
2.28K
$278K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.13% |
$355 - $368
|
2.39K
$292K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
874+ 24.34% |
$103K - $107K
|
4.47K
$546K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-104- 3.62% |
$12.3K - $12.8K
|
2.77K
$339K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
96New |
$11.3K - $11.8K
|
96
$11.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
121+ 0.81% |
$14.3K - $14.9K
|
15K
$1.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
393+ 9.52% |
$46.5K - $48.3K
|
4.52K
$553K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
43+ 1.27% |
$5.08K - $5.28K
|
3.42K
$418K
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
43.5KNew |
$5.14M - $5.34M
|
43.5K
$5.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-836- 15.85% |
$98.8K - $103K
|
4.44K
$542K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
10.6KNew |
$1.26M - $1.3M
|
10.6K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-82- 1.46% |
$9.69K - $10.1K
|
5.55K
$678K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
518+ 6.77% |
$61.2K - $63.6K
|
8.17K
$999K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
71New |
$8.39K - $8.72K
|
71
$8.68K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
12+ 0.31% |
$1.42K - $1.47K
|
3.82K
$468K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
751+ 3.85% |
$88.8K - $92.2K
|
20.2K
$2.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.16K+ 7.79% |
$492K - $511K
|
57.6K
$7.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-53- 0.21% |
$6.27K - $6.51K
|
25K
$3.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-240- 9.65% |
$28.4K - $29.5K
|
2.25K
$275K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
19+ 0.06% |
$2.25K - $2.33K
|
34.2K
$4.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.06% |
$236 - $246
|
3.22K
$394K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
875+ 19.61% |
$103K - $107K
|
5.34K
$653K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2New |
$236 - $246
|
2
$245
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
58.9KNew |
$6.96M - $7.23M
|
58.9K
$7.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-19- 0.91% |
$2.25K - $2.33K
|
2.08K
$254K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.59K- 3.89% |
$187K - $195K
|
39.2K
$4.79M
|
|