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 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
22+ 0.55% |
$2.44K - $2.67K
|
4.03K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-383- 5.34% |
$42.4K - $46.5K
|
6.79K
$814K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-33- 0.29% |
$3.66K - $4K
|
11.2K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.86KNew |
$428K - $469K
|
3.86K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.84KNew |
$203K - $223K
|
1.84K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.63K+ 41.48% |
$291K - $319K
|
8.97K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-926- 55.85% |
$103K - $112K
|
732
$87.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
270New |
$29.9K - $32.7K
|
270
$32.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.26K- 25.89% |
$472K - $517K
|
12.2K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-151- 4.51% |
$16.7K - $18.3K
|
3.2K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-274- 4.28% |
$30.4K - $33.2K
|
6.12K
$735K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-196Closed |
$21.7K - $23.8K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
215+ 1.09% |
$23.8K - $26.1K
|
19.9K
$2.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.4K- 48.89% |
$1.15M - $1.26M
|
10.8K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 26.37% |
$2.66K - $2.91K
|
67
$8.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.27K- 4.09% |
$694K - $760K
|
147K
$17.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.02% |
$665 - $728
|
593
$71.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-189- 5.38% |
$20.9K - $22.9K
|
3.32K
$399K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
96.3K+ 38.28% |
$10.7M - $11.7M
|
348K
$41.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
234KNew |
$25.9M - $28.4M
|
234K
$28.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-116- 0.33% |
$12.9K - $14.1K
|
35.3K
$4.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
368+ 13.6% |
$40.8K - $44.6K
|
3.07K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.4K- 16.37% |
$1.59M - $1.74M
|
73.5K
$8.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.75K- 53.45% |
$415K - $454K
|
3.26K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5.17K+ 7.81% |
$573K - $627K
|
71.3K
$8.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-235- 0.14% |
$26K - $28.5K
|
172K
$20.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
22.7K+ 12.41% |
$2.51M - $2.75M
|
205K
$24.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.39K+ 4.9% |
$265K - $290K
|
51.2K
$6.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
47+ 0.46% |
$5.21K - $5.7K
|
10.2K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.28KNew |
$1.03M - $1.13M
|
9.28K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.07% |
$332 - $364
|
4.33K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.31% |
$887 - $970
|
2.61K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14.5KNew |
$1.61M - $1.76M
|
14.5K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 88.79% |
$268K - $293K
|
5.14K
$616K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
622New |
$68.9K - $75.4K
|
622
$74.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
699+ 4.01% |
$77.5K - $84.8K
|
18.1K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.13K- 10.04% |
$236K - $258K
|
19.1K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
4.55KNew |
$504K - $552K
|
4.55K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
436+ 31.78% |
$48.3K - $52.9K
|
1.81K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
631+ 1.08% |
$69.9K - $76.5K
|
59K
$7.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.03K+ 1.95% |
$114K - $124K
|
53.7K
$6.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-562- 6.4% |
$62.3K - $68.2K
|
8.22K
$986K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.33K- 0.36% |
$147K - $161K
|
371K
$44.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.26K+ 4.0% |
$361K - $395K
|
84.8K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
365+ 12.19% |
$40.4K - $44.3K
|
3.36K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.52K+ 14.36% |
$722K - $790K
|
51.9K
$6.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.29K- 1.43% |
$143K - $156K
|
88.7K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-2.08K- 11.88% |
$231K - $252K
|
15.4K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3- 0.01% |
$332 - $364
|
32.4K
$3.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
54+ 0.01% |
$5.98K - $6.55K
|
596K
$71.5M
|