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 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.56% |
$236 - $247
|
356
$43.5K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.2K+ 3.25% |
$4.03M - $4.48M
|
1.18M
$145M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-160- 0.93% |
$17.3K - $19.3K
|
17.1K
$2.09M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-225- 4.63% |
$24.4K - $27.1K
|
4.64K
$567K
|
|
|
Nov 06, 2025
Q2 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$196K - $218K
|
1.81K
$221K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.76KNew |
$190K - $211K
|
1.76K
$215K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.4K+ 106.25% |
$369K - $410K
|
6.6K
$807K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
603+ 20.19% |
$65.4K - $72.7K
|
3.59K
$439K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.84K - $2.05K
|
17
$2.08K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-170- 0.59% |
$18.4K - $20.5K
|
28.6K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-343- 89.56% |
$37.2K - $41.3K
|
40
$4.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-700- 45.6% |
$75.9K - $84.4K
|
835
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-176- 1.33% |
$19.1K - $21.2K
|
13.1K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-455- 4.57% |
$49.3K - $54.8K
|
9.5K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.29KNew |
$248K - $276K
|
2.29K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 19.01% |
$5.42K - $6.03K
|
313
$38.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4+ 0.17% |
$434 - $482
|
2.29K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-661- 19.55% |
$71.7K - $79.7K
|
2.72K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200New |
$21.7K - $24.1K
|
200
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
200+ 3.86% |
$21.7K - $24.1K
|
5.38K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.69K+ 110.32% |
$726K - $807K
|
12.8K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
303+ 1.74% |
$32.8K - $36.5K
|
17.7K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4+ 7.02% |
$434 - $482
|
61
$7.46K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.75K- 51.08% |
$298K - $331K
|
2.63K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-484- 31.03% |
$52.5K - $58.3K
|
1.08K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$1.08K - $1.21K
|
1.78K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
500New |
$54.2K - $60.3K
|
500
$61.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.17K- 69.34% |
$994K - $1.1M
|
4.05K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.2K+ 11617.09% |
$2.95M - $3.28M
|
27.4K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-148- 1.32% |
$16K - $17.8K
|
11.1K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
260+ 10.22% |
$28.2K - $31.3K
|
2.81K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.14KNew |
$883K - $981K
|
8.14K
$995K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10- 0.67% |
$1.08K - $1.21K
|
1.48K
$181K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78KNew |
$192K - $214K
|
1.78K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
134+ 6.9% |
$14.5K - $16.1K
|
2.08K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-172- 1.61% |
$18.6K - $20.7K
|
10.5K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.5K- 39.07% |
$271K - $301K
|
3.9K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-65- 1.0% |
$7.05K - $7.83K
|
6.47K
$791K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 10.15% |
$1.38M - $1.54M
|
138K
$16.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.06KNew |
$657K - $730K
|
6.06K
$741K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-50- 1.96% |
$5.42K - $6.03K
|
2.5K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
900+ 14.16% |
$97.6K - $108K
|
7.26K
$887K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-165- 55.37% |
$17.9K - $19.9K
|
133
$16.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.15K- 5.98% |
$125K - $139K
|
18.1K
$2.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
750New |
$81.3K - $90.4K
|
750
$91.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$108 - $121
|
2.23K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-90- 15.73% |
$9.76K - $10.8K
|
482
$58.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
224New |
$24.3K - $27K
|
224
$27.4K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|