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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
107New |
$11.9K - $13K
|
107
$12.1K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13+ 0.71% |
$1.44K - $1.57K
|
1.85K
$210K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15+ 0.44% |
$1.66K - $1.82K
|
3.45K
$391K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-574- 65.83% |
$63.6K - $69.5K
|
298
$33.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.73KNew |
$192K - $209K
|
1.73K
$196K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
489+ 0.7% |
$54.2K - $59.2K
|
70.7K
$8.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$333 - $363
|
9.72K
$1.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
463+ 8.91% |
$51.3K - $56.1K
|
5.66K
$641K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
610New |
$67.6K - $73.9K
|
610
$69.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
508+ 423.33% |
$56.3K - $61.5K
|
628
$71.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-550- 5.47% |
$61K - $66.6K
|
9.51K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-511- 1.41% |
$56.6K - $61.9K
|
35.7K
$4.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.18% |
$776 - $848
|
3.8K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.03% |
$111 - $121
|
3.05K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.16K- 15.35% |
$129K - $140K
|
6.4K
$725K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
373+ 9.17% |
$41.4K - $45.2K
|
4.44K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
16+ 0.31% |
$1.77K - $1.94K
|
5.2K
$589K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-334- 4.56% |
$37K - $40.5K
|
6.98K
$792K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
312+ 10.16% |
$34.6K - $37.8K
|
3.38K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.8K+ 4.84% |
$3.86M - $4.21M
|
753K
$85.4M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-245- 2.22% |
$27.2K - $29.7K
|
10.8K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-279- 1.42% |
$30.9K - $33.8K
|
19.3K
$2.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-241- 1.26% |
$26.7K - $29.2K
|
18.9K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
648+ 12.67% |
$71.8K - $78.5K
|
5.76K
$653K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-446- 9.98% |
$49.4K - $54K
|
4.02K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
818+ 7.73% |
$90.7K - $99.1K
|
11.4K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-274- 2.75% |
$30.4K - $33.2K
|
9.7K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
136+ 5.44% |
$15.1K - $16.5K
|
2.64K
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.87K- 3.3% |
$983K - $1.07M
|
260K
$29.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.1K- 9.37% |
$232K - $254K
|
20.3K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-302- 25.44% |
$33.5K - $36.6K
|
885
$100K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.21% |
$443 - $484
|
1.91K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.52K- 5.32% |
$168K - $183K
|
26.9K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-77- 0.71% |
$8.54K - $9.33K
|
10.8K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-242- 0.93% |
$26.8K - $29.3K
|
25.9K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.69K- 47.61% |
$187K - $204K
|
1.86K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
166+ 0.97% |
$18.4K - $20.1K
|
17.2K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
24+ 0.5% |
$2.66K - $2.91K
|
4.78K
$542K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-170- 5.14% |
$18.8K - $20.6K
|
3.14K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.02K- 18.15% |
$224K - $245K
|
9.11K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 0.2% |
$2.33K - $2.54K
|
10.7K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2- 0.04% |
$222 - $242
|
5.41K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
810+ 4.94% |
$89.8K - $98.1K
|
17.2K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-40- 0.7% |
$4.43K - $4.84K
|
5.64K
$639K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6- 0.52% |
$665 - $727
|
1.14K
$129K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-655- 1.85% |
$72.6K - $79.3K
|
34.7K
$3.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.08K+ 137.27% |
$231K - $252K
|
3.6K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.88K+ 231.61% |
$209K - $228K
|
2.7K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.9K- 79.5% |
$211K - $230K
|
490
$55.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-55- 1.91% |
$6.1K - $6.66K
|
2.83K
$320K
|