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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
761+ 8.75% |
$89.9K - $94.1K
|
9.46K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
80New |
$9.45K - $9.89K
|
80
$9.78K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-782- 6.86% |
$92.4K - $96.7K
|
10.6K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.13KNew |
$134K - $140K
|
1.13K
$138K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62K+ 5.32% |
$191K - $200K
|
32K
$3.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1New |
$118 - $124
|
1
$122
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-1.3K- 0.82% |
$153K - $161K
|
158K
$19.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97+ 0.38% |
$11.5K - $12K
|
25.8K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-104- 0.35% |
$12.3K - $12.9K
|
29.8K
$3.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
40+ 15.21% |
$4.73K - $4.95K
|
303
$37K
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
18+ 0.44% |
$2.13K - $2.23K
|
4.08K
$499K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.98K- 3.87% |
$234K - $245K
|
49.3K
$6.02M
|
|
|
Nov 13, 2025
Q3 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-570- 12.99% |
$67.4K - $70.5K
|
3.82K
$467K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
$59.1K - $61.8K
|
500
$61.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
868+ 47.3% |
$103K - $107K
|
2.7K
$330K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-718- 9.2% |
$84.8K - $88.8K
|
7.08K
$866K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
18+ 0.6% |
$2.13K - $2.23K
|
3K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
55New |
$6.5K - $6.8K
|
55
$6.72K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
830+ 1.45% |
$98.1K - $103K
|
58.3K
$7.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.76KNew |
$444K - $465K
|
3.76K
$460K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
352+ 6.01% |
$41.6K - $43.5K
|
6.21K
$759K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
86+ 0.58% |
$10.2K - $10.6K
|
14.9K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
807+ 10.09% |
$95.4K - $99.8K
|
8.8K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-15- 0.15% |
$1.77K - $1.85K
|
10.3K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20+ 1.04% |
$2.36K - $2.47K
|
1.95K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
162+ 7.17% |
$19.1K - $20K
|
2.42K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-12- 0.09% |
$1.42K - $1.48K
|
12.9K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
3.32K+ 3.88% |
$393K - $411K
|
89.1K
$10.9M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
2.03KNew |
$239K - $251K
|
2.03K
$248K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.3K+ 7.04% |
$10.7M - $11.2M
|
1.37M
$168M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
158+ 3.96% |
$18.7K - $19.5K
|
4.15K
$508K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-21.1K- 1.49% |
$2.5M - $2.61M
|
1.4M
$171M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-62- 0.42% |
$7.33K - $7.67K
|
14.9K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
48+ 0.78% |
$5.67K - $5.94K
|
6.23K
$762K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.1KNew |
$4.27M - $4.46M
|
36.1K
$4.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 0.76% |
$10.8K - $11.3K
|
12K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-590- 2.78% |
$69.7K - $73K
|
20.6K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
25+ 0.47% |
$2.95K - $3.09K
|
5.34K
$653K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-202- 8.37% |
$23.9K - $25K
|
2.21K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 1.23% |
$128K - $134K
|
87.4K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-72- 1.61% |
$8.51K - $8.9K
|
4.41K
$539K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
246+ 0.17% |
$29.1K - $30.4K
|
148K
$18.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2K+ 105.09% |
$237K - $248K
|
3.91K
$478K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.72% |
$3.54K - $3.71K
|
4.15K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-450- 21.21% |
$53.2K - $55.6K
|
1.67K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 0.01% |
$2.36K - $2.47K
|
173K
$21.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
4.97K+ 3.11% |
$587K - $615K
|
165K
$20.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.92K+ 5.32% |
$581K - $608K
|
97.3K
$11.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6KNew |
$709K - $742K
|
6K
$734K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
2.9K+ 3.61% |
$343K - $359K
|
83.2K
$10.2M
|
|