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 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
12+ 2.41% |
$1.42K - $1.48K
|
509
$62.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-402- 1.23% |
$47.5K - $49.7K
|
32.2K
$3.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
202+ 3.32% |
$23.9K - $25K
|
6.29K
$769K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8+ 0.16% |
$945 - $989
|
5.11K
$625K
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
423+ 1.64% |
$50K - $52.3K
|
26.2K
$3.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.04KNew |
$241K - $252K
|
2.04K
$249K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
641+ 1.19% |
$75.7K - $79.3K
|
54.6K
$6.67M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.8KNew |
$449K - $470K
|
3.8K
$464K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.96K+ 15.0% |
$231K - $242K
|
15K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
127+ 0.78% |
$15K - $15.7K
|
16.4K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
70+ 0.72% |
$8.27K - $8.66K
|
9.8K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.55KNew |
$301K - $315K
|
2.55K
$311K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
106+ 4.45% |
$12.5K - $13.1K
|
2.49K
$304K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
721+ 3.9% |
$85.2K - $89.2K
|
19.2K
$2.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.07K- 9.72% |
$126K - $132K
|
9.92K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-5.17K- 2.65% |
$611K - $639K
|
190K
$23.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
605+ 1.67% |
$71.5K - $74.8K
|
36.9K
$4.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
195+ 0.94% |
$23K - $24.1K
|
21K
$2.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 0.84% |
$473 - $495
|
482
$58.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-408- 4.24% |
$48.2K - $50.5K
|
9.21K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-140- 4.83% |
$16.5K - $17.3K
|
2.76K
$337K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.12K+ 20.5% |
$250K - $262K
|
12.4K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
12.1K+ 65.28% |
$1.43M - $1.49M
|
30.6K
$3.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83+ 377.27% |
$9.81K - $10.3K
|
105
$12.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
892+ 2.04% |
$105K - $110K
|
44.6K
$5.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
177+ 4.87% |
$20.9K - $21.9K
|
3.81K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-298- 1.76% |
$35.2K - $36.9K
|
16.7K
$2.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
19+ 0.17% |
$2.25K - $2.35K
|
11.3K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-19- 0.12% |
$2.25K - $2.35K
|
16.3K
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
255+ 42.08% |
$30.1K - $31.5K
|
861
$105K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 1.77% |
$189K - $198K
|
88.8K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.05% |
$354 - $371
|
6.57K
$803K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.23K- 25.76% |
$146K - $152K
|
3.55K
$434K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-475- 2.62% |
$56.1K - $58.7K
|
17.7K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.77K - $1.85K
|
6.61K
$809K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.11K- 4.72% |
$722K - $755K
|
123K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.29K+ 53.65% |
$153K - $160K
|
3.7K
$452K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9.07K+ 68.03% |
$1.07M - $1.12M
|
22.4K
$2.74M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
1.76K+ 30.82% |
$207K - $217K
|
7.45K
$911K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-13- 0.42% |
$1.54K - $1.61K
|
3.07K
$375K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150New |
$17.7K - $18.5K
|
150
$18.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
103+ 10.59% |
$12.2K - $12.7K
|
1.08K
$132K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-239- 10.24% |
$28.2K - $29.6K
|
2.1K
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-777- 4.84% |
$91.8K - $96.1K
|
15.3K
$1.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
473New |
$55.9K - $58.5K
|
473
$57.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
510+ 3.13% |
$60.3K - $63.1K
|
16.8K
$2.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-495- 29.93% |
$58.5K - $61.2K
|
1.16K
$142K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13+ 0.15% |
$1.54K - $1.61K
|
8.84K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
91+ 0.69% |
$10.8K - $11.3K
|
13.2K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.6K+ 234.7% |
$2.55M - $2.67M
|
30.8K
$3.76M
|
|