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 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
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
178+ 0.54% |
$21K - $22K
|
33K
$4.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
802+ 13.44% |
$94.8K - $99.2K
|
6.77K
$828K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20- 0.78% |
$2.36K - $2.47K
|
2.54K
$310K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-85- 0.5% |
$10K - $10.5K
|
16.8K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25K+ 118.35% |
$2.95M - $3.09M
|
46.1K
$5.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
200+ 8.64% |
$23.6K - $24.7K
|
2.51K
$307K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-100- 1.29% |
$11.8K - $12.4K
|
7.66K
$936K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
239+ 1.19% |
$28.2K - $29.6K
|
20.3K
$2.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
4.16K+ 8.24% |
$491K - $514K
|
54.6K
$6.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.45% |
$118 - $124
|
224
$27.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.19K- 92.47% |
$258K - $270K
|
178
$21.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
546+ 13.16% |
$64.5K - $67.5K
|
4.69K
$574K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
SELL
|
- |
-239- 0.99% |
$28.2K - $29.6K
|
23.8K
$2.91M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-32- 0.69% |
$3.78K - $3.96K
|
4.62K
$565K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-33- 39.76% |
$3.9K - $4.08K
|
50
$6.11K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
220+ 44.44% |
$26K - $27.2K
|
715
$87.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-620- 4.48% |
$73.3K - $76.7K
|
13.2K
$1.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
24+ 0.6% |
$2.84K - $2.97K
|
3.99K
$488K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.5K- 9.17% |
$413K - $433K
|
34.7K
$4.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-139- 4.39% |
$16.4K - $17.2K
|
3.03K
$370K
|
|
|
Oct 09, 2025
Q3 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-178- 0.78% |
$21K - $22K
|
22.7K
$2.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 2.49% |
$5.32K - $5.56K
|
1.76K
$216K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25+ 0.93% |
$2.95K - $3.09K
|
2.72K
$333K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 0.13% |
$827 - $866
|
5.36K
$655K
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-14- 0.75% |
$1.65K - $1.73K
|
1.86K
$227K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-40- 7.98% |
$4.73K - $4.95K
|
461
$56.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-140- 7.14% |
$16.5K - $17.3K
|
1.82K
$223K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-991- 10.3% |
$117K - $123K
|
8.63K
$1.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1- 0.05% |
$118 - $124
|
2.01K
$246K
|
|
|
Oct 07, 2025
Q3 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.45KNew |
$289K - $303K
|
2.45K
$300K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 2.71% |
$2.13K - $2.23K
|
683
$83.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.37K- 0.73% |
$398K - $417K
|
455K
$55.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-114- 4.82% |
$13.5K - $14.1K
|
2.25K
$275K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-20- 1.13% |
$2.36K - $2.47K
|
1.75K
$214K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
655+ 18.85% |
$77.4K - $81K
|
4.13K
$505K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-490- 80.33% |
$57.9K - $60.6K
|
120
$14.7K
|
|