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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-150- 6.66% |
$17.7K - $18.5K
|
2.1K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
97+ 1.35% |
$11.5K - $12K
|
7.3K
$893K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
408+ 11.4% |
$48.2K - $50.5K
|
3.99K
$487K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
120+ 6.64% |
$14.2K - $14.8K
|
1.93K
$235K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-180- 6.6% |
$21.3K - $22.3K
|
2.55K
$311K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.58KNew |
$422K - $442K
|
3.58K
$437K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-670- 6.34% |
$79.2K - $82.9K
|
9.9K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-16- 0.93% |
$1.89K - $1.98K
|
1.71K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-34- 0.35% |
$4.02K - $4.2K
|
9.74K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
200+ 0.46% |
$23.6K - $24.7K
|
43.6K
$5.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 1.53% |
$1.41M - $1.47M
|
791K
$96.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 0.16% |
$2.84K - $2.97K
|
15.1K
$1.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5.75K+ 362.28% |
$680K - $711K
|
7.34K
$898K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-711- 6.35% |
$84K - $87.9K
|
10.5K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
841+ 48.19% |
$99.4K - $104K
|
2.59K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.78% |
$118 - $124
|
130
$15.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.02K- 37.81% |
$475K - $498K
|
6.62K
$809K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
2.85KNew |
$337K - $353K
|
2.85K
$349K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-91- 1.86% |
$10.8K - $11.3K
|
4.81K
$588K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6+ 0.03% |
$709 - $742
|
20.7K
$2.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.79K+ 67.15% |
$212K - $221K
|
4.46K
$545K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.74KNew |
$206K - $216K
|
1.74K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
884+ 1.8% |
$104K - $109K
|
50.1K
$6.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
15.9KNew |
$1.87M - $1.96M
|
15.9K
$1.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-823- 4.08% |
$97.2K - $102K
|
19.4K
$2.37M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-1.33K- 10.38% |
$157K - $164K
|
11.5K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
118+ 3.4% |
$13.9K - $14.6K
|
3.59K
$439K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13+ 0.31% |
$1.54K - $1.61K
|
4.17K
$510K
|
|
|
Oct 24, 2025
Q3 2025
|
Members Capital Advisors Inc
|
BUY
|
- |
27.1KNew |
$3.2M - $3.35M
|
27.1K
$3.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
12New |
$1.42K - $1.48K
|
12
$1.47K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-390- 3.52% |
$46.1K - $48.2K
|
10.7K
$1.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.62K+ 143.9% |
$428K - $448K
|
6.14K
$751K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-724- 4.94% |
$85.5K - $89.5K
|
13.9K
$1.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.07K+ 3.28% |
$244K - $256K
|
65.1K
$7.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-408- 2.13% |
$48.2K - $50.5K
|
18.7K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.47K+ 5.11% |
$174K - $182K
|
30.2K
$3.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
79+ 2.19% |
$9.33K - $9.77K
|
3.69K
$451K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
730+ 18.91% |
$86.3K - $90.3K
|
4.59K
$561K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
15K+ 1.96% |
$1.77M - $1.85M
|
779K
$95.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
38+ 2.06% |
$4.49K - $4.7K
|
1.88K
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.26KNew |
$976K - $1.02M
|
8.26K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-592- 23.47% |
$70K - $73.2K
|
1.93K
$236K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
741+ 0.46% |
$87.6K - $91.6K
|
162K
$19.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
18+ 0.59% |
$2.13K - $2.23K
|
3.07K
$375K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
870+ 2.92% |
$103K - $108K
|
30.7K
$3.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
902+ 1.97% |
$107K - $112K
|
46.6K
$5.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
88.9K+ 898.57% |
$10.5M - $11M
|
98.8K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1K+ 277.61% |
$1.43M - $1.5M
|
16.5K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.07K- 1.34% |
$126K - $132K
|
78.8K
$9.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
3.8KNew |
$449K - $470K
|
3.8K
$465K
|
|