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 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-300- 1.77% |
$35.4K - $37.1K
|
16.7K
$2.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.16% |
$709 - $742
|
3.84K
$469K
|
|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-259- 3.19% |
$30.6K - $32K
|
7.86K
$961K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.83K+ 2.76% |
$334K - $350K
|
105K
$12.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
346+ 8.91% |
$40.9K - $42.8K
|
4.23K
$517K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 23.05% |
$120K - $126K
|
5.43K
$664K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-58- 1.57% |
$6.85K - $7.17K
|
3.65K
$446K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
107+ 4.99% |
$12.6K - $13.2K
|
2.25K
$275K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
126K+ 1455.96% |
$14.9M - $15.6M
|
135K
$16.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
34KNew |
$4.02M - $4.2M
|
34K
$4.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.48K- 70.91% |
$174K - $182K
|
605
$74K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.02K- 12.32% |
$239K - $250K
|
14.4K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.71KNew |
$202K - $211K
|
1.71K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-15- 0.41% |
$1.77K - $1.85K
|
3.62K
$443K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15+ 0.45% |
$1.77K - $1.85K
|
3.35K
$410K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-62- 1.86% |
$7.33K - $7.67K
|
3.27K
$400K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88K+ 13.47% |
$10.4M - $10.9M
|
742K
$90.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-50- 0.91% |
$5.91K - $6.18K
|
5.47K
$669K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
42+ 1.24% |
$4.96K - $5.19K
|
3.44K
$421K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-145- 2.47% |
$17.1K - $17.9K
|
5.72K
$700K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
1.09K+ 0.54% |
$129K - $135K
|
202K
$24.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
180+ 1.16% |
$21.3K - $22.3K
|
15.7K
$1.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 0.68% |
$591 - $618
|
745
$91.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-109- 0.89% |
$12.9K - $13.5K
|
12.1K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-11- 2.71% |
$1.3K - $1.36K
|
395
$48.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
954+ 27.9% |
$113K - $118K
|
4.37K
$535K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
167+ 3.48% |
$19.7K - $20.7K
|
4.96K
$606K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.67K- 7.99% |
$316K - $331K
|
30.8K
$3.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.7K- 4.89% |
$4.46M - $4.66M
|
733K
$89.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.21K+ 23.31% |
$261K - $273K
|
11.7K
$1.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-154- 0.06% |
$18.2K - $19K
|
243K
$29.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
69+ 0.77% |
$8.15K - $8.53K
|
9.02K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.1% |
$236 - $247
|
1.95K
$238K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$118 - $124
|
18.2K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-58- 3.08% |
$6.85K - $7.17K
|
1.82K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-44.7K- 7.02% |
$5.28M - $5.52M
|
592K
$72.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
323New |
$38.2K - $39.9K
|
323
$39.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
298+ 2.05% |
$35.2K - $36.9K
|
14.9K
$1.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
196+ 0.51% |
$23.2K - $24.2K
|
38.5K
$4.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
520+ 1.93% |
$61.4K - $64.3K
|
27.5K
$3.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.07K- 25.08% |
$363K - $380K
|
9.18K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
53+ 0.76% |
$6.26K - $6.55K
|
7.02K
$858K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$354 - $371
|
4.08K
$499K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-725- 5.03% |
$85.7K - $89.7K
|
13.7K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-169- 1.8% |
$20K - $20.9K
|
9.22K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 5.07% |
$31K - $32.4K
|
5.43K
$664K
|
|
|
Nov 03, 2025
Q3 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-200- 7.2% |
$23.6K - $24.7K
|
2.58K
$315K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22+ 1.56% |
$2.6K - $2.72K
|
1.43K
$175K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$354 - $371
|
3
$367
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10+ 0.03% |
$1.18K - $1.24K
|
32.8K
$4.01M
|
|