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 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.35KNew |
$396K - $414K
|
3.35K
$409K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
38.1KNew |
$4.51M - $4.72M
|
38.1K
$4.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-10.3K- 14.1% |
$1.22M - $1.28M
|
63K
$7.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.38K- 3.1% |
$162K - $170K
|
43K
$5.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.55K+ 155.4% |
$184K - $192K
|
2.55K
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
239+ 2.77% |
$28.2K - $29.6K
|
8.88K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-404- 12.48% |
$47.7K - $50K
|
2.83K
$346K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
92+ 2.8% |
$10.9K - $11.4K
|
3.38K
$413K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-246- 1.05% |
$29.1K - $30.4K
|
23.2K
$2.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
625New |
$73.9K - $77.3K
|
625
$76.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-800- 9.31% |
$94.5K - $98.9K
|
7.79K
$952K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
145+ 0.63% |
$17.1K - $17.9K
|
23.1K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
33+ 0.13% |
$3.9K - $4.08K
|
25.2K
$3.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$118 - $124
|
2.38K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-96- 1.73% |
$11.3K - $11.9K
|
5.45K
$666K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
111+ 0.58% |
$13.1K - $13.7K
|
19.1K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 0.37% |
$1.42K - $1.48K
|
3.28K
$401K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 39.75% |
$123K - $128K
|
3.65K
$446K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.62K+ 42.71% |
$664K - $695K
|
18.8K
$2.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4+ 0.92% |
$473 - $495
|
439
$53.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
6.36K+ 3.8% |
$752K - $787K
|
174K
$21.3M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-39- 0.37% |
$4.61K - $4.82K
|
10.6K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
517+ 2.54% |
$61.1K - $63.9K
|
20.9K
$2.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-17.6K- 68.01% |
$2.07M - $2.17M
|
8.26K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-142- 15.14% |
$16.8K - $17.6K
|
796
$97.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-595- 2.32% |
$70.3K - $73.6K
|
25.1K
$3.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34- 2.71% |
$4.02K - $4.2K
|
1.22K
$149K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8- 0.3% |
$945 - $989
|
2.69K
$329K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
86+ 4.28% |
$10.2K - $10.6K
|
2.1K
$256K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-35- 0.88% |
$4.14K - $4.33K
|
3.95K
$483K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
625+ 1.72% |
$73.9K - $77.3K
|
36.9K
$4.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-100- 4.29% |
$11.8K - $12.4K
|
2.23K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-275- 2.29% |
$32.5K - $34K
|
11.7K
$1.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
9+ 0.24% |
$1.06K - $1.11K
|
3.81K
$466K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-31- 0.09% |
$3.66K - $3.83K
|
34.1K
$4.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-137- 6.14% |
$16.2K - $16.9K
|
2.1K
$256K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-410- 5.64% |
$48.4K - $50.7K
|
6.86K
$839K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
22.9K+ 12.28% |
$2.7M - $2.83M
|
209K
$25.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.06% |
$236 - $247
|
3.22K
$394K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.36K+ 6.13% |
$278K - $291K
|
40.8K
$4.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-320- 8.56% |
$37.8K - $39.6K
|
3.42K
$418K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-47- 0.7% |
$5.55K - $5.81K
|
6.71K
$821K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.67K- 10.29% |
$315K - $330K
|
23.3K
$2.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.01K- 41.15% |
$238K - $249K
|
2.87K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
300+ 1.43% |
$35.4K - $37.1K
|
21.3K
$2.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
217+ 5.08% |
$25.6K - $26.8K
|
4.49K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-19- 7.06% |
$2.25K - $2.35K
|
250
$30.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.4K+ 6.77% |
$1.46M - $1.53M
|
195K
$23.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-79.1K- 75.96% |
$9.34M - $9.78M
|
25K
$3.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$118 - $124
|
2.43K
$297K
|
|