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 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
138+ 0.97% |
$16.3K - $17.1K
|
14.3K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7- 0.29% |
$827 - $866
|
2.37K
$290K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.45K+ 25.2% |
$644K - $674K
|
27.1K
$3.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.3K+ 509.29% |
$2.04M - $2.13M
|
20.7K
$2.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-158- 6.89% |
$18.7K - $19.5K
|
2.14K
$261K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
105+ 0.77% |
$12.4K - $13K
|
13.7K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-65- 81.25% |
$7.68K - $8.04K
|
15
$1.83K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-237- 2.52% |
$28K - $29.3K
|
9.17K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
510+ 0.54% |
$60.3K - $63.1K
|
94.7K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-652- 12.41% |
$77K - $80.6K
|
4.6K
$562K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-322- 15.36% |
$38K - $39.8K
|
1.78K
$217K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
50+ 0.48% |
$5.91K - $6.18K
|
10.4K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.17K+ 3.95% |
$256K - $268K
|
57K
$6.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4+ 0.06% |
$473 - $495
|
7.18K
$877K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22+ 0.86% |
$2.6K - $2.72K
|
2.57K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
25+ 0.81% |
$2.95K - $3.09K
|
3.11K
$380K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
47+ 0.62% |
$5.55K - $5.81K
|
7.6K
$929K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 3.12% |
$21.4K - $22.4K
|
5.99K
$732K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 5.15% |
$4.14K - $4.33K
|
645
$78.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 0.76% |
$1.65K - $1.73K
|
1.87K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-501- 5.37% |
$59.2K - $62K
|
8.83K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.32K+ 2.43% |
$156K - $163K
|
55.7K
$6.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-155- 6.8% |
$18.3K - $19.2K
|
2.12K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-181- 1.95% |
$21.4K - $22.4K
|
9.1K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.77% |
$2.48K - $2.6K
|
2.76K
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.66% |
$473 - $495
|
606
$74.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
804New |
$95K - $99.4K
|
804
$98.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
175+ 13.42% |
$20.7K - $21.6K
|
1.48K
$181K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-284- 6.43% |
$33.6K - $35.1K
|
4.13K
$505K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-41- 0.48% |
$4.84K - $5.07K
|
8.41K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-122- 1.23% |
$14.4K - $15.1K
|
9.77K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-21- 0.26% |
$2.48K - $2.6K
|
8.12K
$993K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-207- 1.7% |
$24.5K - $25.6K
|
11.9K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.99K+ 7.5% |
$471K - $493K
|
57.1K
$6.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
81+ 2.59% |
$9.57K - $10K
|
3.21K
$392K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.01% |
$236 - $247
|
16.7K
$2.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.26% |
$473 - $495
|
1.54K
$188K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-75- 1.2% |
$8.86K - $9.27K
|
6.16K
$753K
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$2.66M - $2.78M
|
22.5K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.66% |
$118 - $124
|
153
$18.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-506- 0.9% |
$59.8K - $62.6K
|
55.4K
$6.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
96+ 4.47% |
$11.3K - $11.9K
|
2.24K
$274K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
979+ 0.98% |
$116K - $121K
|
101K
$12.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118K+ 10.21% |
$14M - $14.6M
|
1.28M
$156M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-96- 4.97% |
$11.3K - $11.9K
|
1.84K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
125+ 4.38% |
$14.8K - $15.5K
|
2.98K
$364K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-440- 0.65% |
$52K - $54.4K
|
67K
$8.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-39- 1.49% |
$4.61K - $4.82K
|
2.58K
$316K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
655+ 511.72% |
$77.4K - $81K
|
783
$95.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
43+ 0.3% |
$5.08K - $5.32K
|
14.4K
$1.76M
|
|