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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
26+ 0.3% |
$2.88K - $3.15K
|
8.8K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-600- 13.08% |
$66.5K - $72.8K
|
3.99K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 0.81% |
$122K - $134K
|
138K
$16.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 6.42% |
$15.9M - $17.4M
|
2.38M
$285M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
16New |
$1.77K - $1.94K
|
16
$1.92K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-205- 5.11% |
$22.7K - $24.9K
|
3.81K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.43K+ 92.93% |
$269K - $295K
|
5.05K
$605K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-381- 0.95% |
$42.2K - $46.2K
|
39.9K
$4.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
250+ 13.28% |
$27.7K - $30.3K
|
2.13K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-222- 57.36% |
$24.6K - $26.9K
|
165
$19.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-58- 2.45% |
$6.43K - $7.03K
|
2.31K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-931- 11.75% |
$103K - $113K
|
6.99K
$839K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4+ 0.13% |
$443 - $485
|
2.98K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.55K- 32.89% |
$172K - $188K
|
3.16K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.8K- 1.49% |
$1.42M - $1.55M
|
845K
$101M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
71+ 3.07% |
$7.87K - $8.61K
|
2.38K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.4K- 5.45% |
$4.8M - $5.26M
|
753K
$90.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-29- 0.76% |
$3.21K - $3.52K
|
3.76K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.68K+ 134.47% |
$297K - $325K
|
4.67K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.28KNew |
$586K - $641K
|
5.28K
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.85K- 1.87% |
$316K - $346K
|
149K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-345- 5.52% |
$38.2K - $41.8K
|
5.9K
$708K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
18+ 1.0% |
$1.99K - $2.18K
|
1.82K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.97K+ 11.5% |
$218K - $239K
|
19.1K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-45- 0.62% |
$4.99K - $5.46K
|
7.25K
$870K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-303- 2.77% |
$33.6K - $36.7K
|
10.6K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-153- 2.95% |
$17K - $18.6K
|
5.03K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$111 - $121
|
7.83K
$940K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.65K+ 112.49% |
$1.07M - $1.17M
|
18.2K
$2.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.76K- 15.03% |
$195K - $213K
|
9.93K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.8K- 38.32% |
$2.97M - $3.25M
|
43.1K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70.1K- 85.5% |
$7.77M - $8.5M
|
11.9K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.79KNew |
$863K - $944K
|
7.79K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$111 - $121
|
551
$66.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.33KNew |
$258K - $283K
|
2.33K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.4K- 5.18% |
$1.48M - $1.62M
|
245K
$29.4M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-35- 0.57% |
$3.88K - $4.24K
|
6.16K
$739K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
5+ 0.19% |
$554 - $606
|
2.62K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-90- 0.79% |
$9.97K - $10.9K
|
11.3K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.9K- 66.33% |
$1.31M - $1.44M
|
6.02K
$722K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.29KNew |
$365K - $399K
|
3.29K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.16KNew |
$240K - $262K
|
2.16K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.01% |
$111 - $121
|
14.2K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.54K- 9.16% |
$170K - $186K
|
15.2K
$1.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.4K+ 44.96% |
$266K - $291K
|
7.74K
$928K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.64K+ 17.67% |
$957K - $1.05M
|
57.5K
$6.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-192K- 43.53% |
$21.2M - $23.2M
|
249K
$29.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.66K- 7.99% |
$184K - $201K
|
19.1K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-46- 0.12% |
$5.1K - $5.58K
|
38.3K
$4.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-22- 0.22% |
$2.44K - $2.67K
|
9.97K
$1.2M
|