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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.47K+ 10.45% |
$274K - $300K
|
26.1K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-186K- 70.32% |
$20.6M - $22.6M
|
78.5K
$9.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-104- 0.4% |
$11.5K - $12.6K
|
26.1K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.34K- 5.38% |
$149K - $163K
|
23.6K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23New |
$2.55K - $2.79K
|
23
$2.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-492- 2.31% |
$54.5K - $59.7K
|
20.8K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
200New |
$22.2K - $24.3K
|
200
$24K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.4KNew |
$1.26M - $1.38M
|
11.4K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.94KNew |
$326K - $357K
|
2.94K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
120+ 1.01% |
$13.3K - $14.6K
|
12K
$1.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.13K+ 10.92% |
$569K - $623K
|
52.1K
$6.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 10.89% |
$1.38M - $1.51M
|
102K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
444+ 7.23% |
$49.2K - $53.8K
|
6.59K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.84% |
$141K - $154K
|
70.2K
$8.42M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-202- 2.07% |
$22.4K - $24.5K
|
9.55K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
95+ 2.17% |
$10.5K - $11.5K
|
4.47K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
88+ 2.36% |
$9.75K - $10.7K
|
3.82K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-69- 0.04% |
$7.65K - $8.37K
|
185K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-179- 83.64% |
$19.8K - $21.7K
|
35
$4.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-690- 3.7% |
$76.5K - $83.7K
|
18K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-204- 10.09% |
$22.6K - $24.7K
|
1.82K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.4K- 14.18% |
$376K - $412K
|
20.6K
$2.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
350New |
$38.8K - $42.4K
|
350
$42K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.33K- 7.09% |
$148K - $162K
|
17.5K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-328K- 96.09% |
$36.4M - $39.8M
|
13.3K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-164K- 85.27% |
$18.2M - $19.9M
|
28.3K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.13K+ 34.93% |
$457K - $500K
|
15.9K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-997- 8.83% |
$110K - $121K
|
10.3K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-190- 5.7% |
$21.1K - $23K
|
3.15K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-1.4K- 18.67% |
$155K - $170K
|
6.1K
$732K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-79- 0.29% |
$8.75K - $9.58K
|
27.3K
$3.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.88K+ 73.67% |
$208K - $227K
|
4.42K
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 39.57% |
$139K - $152K
|
1.92K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-31- 7.65% |
$3.44K - $3.76K
|
374
$44.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.01K+ 13.73% |
$112K - $122K
|
8.37K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.74KNew |
$414K - $453K
|
3.74K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
998+ 8.79% |
$111K - $121K
|
12.4K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$443 - $485
|
5.41K
$649K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.93K- 29.93% |
$325K - $356K
|
6.87K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.78% |
$5.54K - $6.06K
|
6.32K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56+ 0.34% |
$6.21K - $6.79K
|
16.3K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-36- 1.92% |
$3.99K - $4.37K
|
1.84K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13- 2.56% |
$1.44K - $1.58K
|
495
$59.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-20- 0.53% |
$2.22K - $2.43K
|
3.79K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
497+ 149.25% |
$55.1K - $60.3K
|
830
$99.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-509- 3.41% |
$56.4K - $61.7K
|
14.4K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-100- 0.99% |
$11.1K - $12.1K
|
10K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15.6KNew |
$1.73M - $1.9M
|
15.6K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.2K- 14.32% |
$243K - $266K
|
13.1K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
146+ 2.64% |
$16.2K - $17.7K
|
5.68K
$681K
|