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 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17+ 0.42% |
$2.01K - $2.1K
|
4.04K
$494K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9- 0.15% |
$1.06K - $1.11K
|
6.11K
$747K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-17.1K- 47.43% |
$2.02M - $2.12M
|
19K
$2.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-652- 12.29% |
$77K - $80.6K
|
4.65K
$569K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-239- 9.41% |
$28.2K - $29.6K
|
2.3K
$281K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-45- 0.39% |
$5.32K - $5.56K
|
11.6K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-755- 21.35% |
$89.2K - $93.4K
|
2.78K
$340K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
122+ 0.64% |
$14.4K - $15.1K
|
19.3K
$2.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.33% |
$1.18K - $1.24K
|
3K
$367K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-239- 3.1% |
$28.2K - $29.6K
|
7.46K
$912K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-228- 1.18% |
$26.9K - $28.2K
|
19.1K
$2.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 1.14% |
$354 - $371
|
267
$32.6K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-751- 15.26% |
$88.7K - $92.9K
|
4.17K
$510K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-335- 3.75% |
$39.6K - $41.4K
|
8.6K
$1.05M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
390New |
$46.1K - $48.2K
|
390
$47.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
49+ 0.91% |
$5.79K - $6.06K
|
5.44K
$665K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
250+ 11.88% |
$29.5K - $30.9K
|
2.35K
$288K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-178- 0.47% |
$21K - $22K
|
37.5K
$4.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
691+ 61.7% |
$81.6K - $85.4K
|
1.81K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-337- 1.99% |
$39.8K - $41.7K
|
16.6K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
204+ 1.58% |
$24.1K - $25.2K
|
13.1K
$1.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
12+ 0.36% |
$1.42K - $1.48K
|
3.33K
$407K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.22% |
$827 - $866
|
3.17K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$121K - $127K
|
1.03K
$125K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
350New |
$41.4K - $43.3K
|
350
$42.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-728- 18.1% |
$86K - $90K
|
3.29K
$403K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-28- 1.47% |
$3.31K - $3.46K
|
1.88K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
7.86KNew |
$929K - $972K
|
7.86K
$961K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
577+ 0.69% |
$68.2K - $71.4K
|
84.4K
$10.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.18K- 63.84% |
$493K - $516K
|
2.37K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-513- 1.97% |
$60.6K - $63.4K
|
25.5K
$3.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
9.05K+ 12.44% |
$1.07M - $1.12M
|
81.9K
$10M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
57+ 0.25% |
$6.74K - $7.05K
|
23.2K
$2.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.54K+ 3.82% |
$1.13M - $1.18M
|
259K
$31.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-175- 3.0% |
$20.7K - $21.6K
|
5.66K
$692K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-148- 6.32% |
$17.5K - $18.3K
|
2.19K
$268K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
682+ 9.84% |
$80.6K - $84.3K
|
7.61K
$931K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.11K+ 3.75% |
$131K - $137K
|
30.6K
$3.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
104New |
$12.3K - $12.9K
|
104
$12.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.46K+ 119.71% |
$409K - $428K
|
6.35K
$777K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3New |
$354 - $371
|
3
$367
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.04K- 15.63% |
$359K - $376K
|
16.4K
$2M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.06% |
$118 - $124
|
1.72K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-509- 21.25% |
$60.1K - $62.9K
|
1.89K
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-88- 40.74% |
$10.4K - $10.9K
|
128
$15.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
917+ 5.34% |
$108K - $113K
|
18.1K
$2.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-20.4K- 53.66% |
$2.41M - $2.53M
|
17.6K
$2.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-223- 0.81% |
$26.3K - $27.6K
|
27.3K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-639- 3.54% |
$75.5K - $79K
|
17.4K
$2.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-1.16K- 12.0% |
$137K - $144K
|
8.51K
$1.04M
|
|