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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
969+ 26.13% |
$114K - $120K
|
4.68K
$572K
|
|
|
Nov 13, 2025
Q3 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.86K+ 2.48% |
$338K - $354K
|
118K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
556New |
$65.7K - $68.8K
|
556
$68K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
48+ 0.02% |
$5.67K - $5.94K
|
228K
$27.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
974+ 31.23% |
$115K - $120K
|
4.09K
$500K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 5.54% |
$3.43K - $3.59K
|
494
$60.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
192+ 1.12% |
$22.7K - $23.7K
|
17.4K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-2.61K- 45.32% |
$308K - $322K
|
3.14K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
345New |
$40.8K - $42.7K
|
345
$42.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-461- 13.64% |
$54.5K - $57K
|
2.92K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
109+ 0.29% |
$12.9K - $13.5K
|
37.6K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
31+ 0.88% |
$3.66K - $3.83K
|
3.54K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 12.75% |
$2.37M - $2.48M
|
177K
$21.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8+ 0.21% |
$945 - $989
|
3.83K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.03K+ 1.75% |
$594K - $621K
|
292K
$35.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-636- 8.05% |
$75.1K - $78.6K
|
7.26K
$888K
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-55- 0.47% |
$6.5K - $6.8K
|
11.7K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-191- 1.47% |
$22.6K - $23.6K
|
12.8K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-366- 1.99% |
$43.2K - $45.3K
|
18K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$118 - $124
|
5.32K
$651K
|
|