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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
9.39KNew |
$1.11M - $1.16M
|
9.39K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
126+ 0.77% |
$14.9K - $15.6K
|
16.5K
$2.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.74% |
$354 - $371
|
407
$49.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
213+ 6.44% |
$25.2K - $26.3K
|
3.52K
$431K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.57K+ 85.78% |
$894K - $936K
|
16.4K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.52K+ 4.96% |
$298K - $312K
|
53.4K
$6.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
478+ 9.89% |
$56.5K - $59.1K
|
5.31K
$650K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-185K- 22.03% |
$21.8M - $22.8M
|
653K
$79.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.39% |
$2.36K - $2.47K
|
5.12K
$626K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-44- 0.16% |
$5.2K - $5.44K
|
28.1K
$3.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-83- 0.43% |
$9.81K - $10.3K
|
19.4K
$2.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.71KNew |
$203K - $212K
|
1.71K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.26K+ 1.76% |
$149K - $156K
|
73.1K
$8.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.68K+ 16.5% |
$317K - $331K
|
18.9K
$2.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.86KNew |
$338K - $354K
|
2.86K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13- 0.36% |
$1.54K - $1.61K
|
3.61K
$441K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.21K+ 5.31% |
$143K - $150K
|
24K
$2.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-8- 0.39% |
$945 - $989
|
2.03K
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-63- 2.25% |
$7.44K - $7.79K
|
2.74K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-20- 0.1% |
$2.36K - $2.47K
|
20.1K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.29K+ 13.32% |
$271K - $283K
|
19.5K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197+ 1.75% |
$23.3K - $24.4K
|
11.5K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.7K+ 39.35% |
$1.62M - $1.69M
|
48.4K
$5.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-375- 2.14% |
$44.3K - $46.4K
|
17.2K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.14K+ 62.86% |
$371K - $388K
|
8.13K
$993K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.12K+ 5.15% |
$132K - $138K
|
22.8K
$2.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-91- 1.35% |
$10.8K - $11.3K
|
6.67K
$816K
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
192+ 0.72% |
$22.7K - $23.7K
|
26.9K
$3.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-105- 2.12% |
$12.4K - $13K
|
4.84K
$592K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-82- 0.62% |
$9.69K - $10.1K
|
13.1K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-679- 1.39% |
$80.2K - $84K
|
48K
$5.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.69KNew |
$200K - $209K
|
1.69K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-53.3K- 15.0% |
$6.3M - $6.6M
|
302K
$37M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
57+ 0.06% |
$6.74K - $7.05K
|
90.1K
$11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.78K+ 17.23% |
$1.04M - $1.09M
|
59.7K
$7.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.04% |
$118 - $124
|
2.85K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-9- 0.19% |
$1.06K - $1.11K
|
4.63K
$566K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5- 0.12% |
$591 - $618
|
4.15K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
230+ 4.56% |
$27.2K - $28.4K
|
5.27K
$645K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.66KNew |
$196K - $205K
|
1.66K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-162- 4.71% |
$19.1K - $20K
|
3.28K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.94K- 21.17% |
$229K - $240K
|
7.21K
$882K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.86K+ 6.03% |
$219K - $230K
|
32.7K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
3.01KNew |
$356K - $372K
|
3.01K
$368K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
293+ 4.21% |
$34.6K - $36.2K
|
7.25K
$886K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
9.16K+ 121.3% |
$1.08M - $1.13M
|
16.7K
$2.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-124- 0.39% |
$14.7K - $15.3K
|
32.1K
$3.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.7K- 40.96% |
$319K - $334K
|
3.89K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-307- 8.24% |
$36.3K - $38K
|
3.42K
$418K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-4- 0.07% |
$473 - $495
|
5.63K
$688K
|
|