Latest Institutional Purchases of Ishares Core High Dividend ETF (HDV)
This list provides information on the latest institutional transactions involving Ishares Core High Dividend ETF (HDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
86.8KNew |
$10.3M - $10.7M
|
86.8K
$10.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
58.9KNew |
$6.96M - $7.23M
|
58.9K
$7.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Paller Financial Services Inc
Centennial, CO |
BUY
|
- |
43.5KNew |
$5.14M - $5.34M
|
43.5K
$5.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Atwater Malick LLC
|
BUY
|
- |
23.1K+ 23.43% |
$2.74M - $2.84M
|
122K
$14.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.5K+ 6.92% |
$1.71M - $1.78M
|
224K
$27.3M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
13.5K+ 40.8% |
$1.59M - $1.66M
|
46.5K
$5.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
10.6KNew |
$1.26M - $1.3M
|
10.6K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.04K+ 19.62% |
$1.07M - $1.11M
|
55.1K
$6.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.82K+ 46.94% |
$1.04M - $1.08M
|
27.6K
$3.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.59K+ 2.93% |
$898K - $932K
|
267K
$32.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.31K+ 36.26% |
$746K - $775K
|
23.7K
$2.9M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
6.28K+ 59.49% |
$743K - $771K
|
16.8K
$2.06M
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
5.78K+ 9.17% |
$683K - $709K
|
68.8K
$8.41M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
4.49KNew |
$531K - $551K
|
4.49K
$549K
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.16K+ 7.79% |
$492K - $511K
|
57.6K
$7.04M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
4.05K+ 3.84% |
$479K - $498K
|
110K
$13.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.87K+ 23.21% |
$457K - $475K
|
20.5K
$2.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.86KNew |
$456K - $474K
|
3.86K
$472K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.64K+ 22.19% |
$430K - $446K
|
20K
$2.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.54K+ 102.55% |
$418K - $435K
|
6.99K
$855K
|
|
|
Jan 23, 2026
Q4 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.78K+ 29.61% |
$329K - $341K
|
12.2K
$1.49M
|
|
|
Jan 26, 2026
Q4 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.71K+ 70.6% |
$320K - $333K
|
6.55K
$800K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.53K+ 92.43% |
$299K - $311K
|
5.27K
$644K
|
|
|
Jan 23, 2026
Q4 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.34K+ 0.77% |
$277K - $288K
|
305K
$37.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.28KNew |
$269K - $279K
|
2.28K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2.03KNew |
$240K - $249K
|
2.03K
$248K
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
1.79KNew |
$211K - $220K
|
1.79K
$219K
|
|
|
Jan 26, 2026
Q4 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.74KNew |
$206K - $214K
|
1.74K
$213K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.71K+ 4.64% |
$203K - $210K
|
38.6K
$4.73M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.62K+ 11.83% |
$191K - $199K
|
15.3K
$1.87M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.59K+ 12.23% |
$187K - $195K
|
14.6K
$1.78M
|
|
|
Jan 26, 2026
Q4 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.59K+ 6.6% |
$187K - $195K
|
25.6K
$3.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.47K+ 5.27% |
$174K - $181K
|
29.4K
$3.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.43K+ 39.25% |
$169K - $176K
|
5.08K
$621K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.34KNew |
$158K - $164K
|
1.34K
$164K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.16K+ 13.9% |
$137K - $143K
|
9.52K
$1.16M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.05K+ 2.96% |
$124K - $129K
|
36.5K
$4.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
875+ 19.61% |
$103K - $107K
|
5.34K
$653K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
874+ 24.34% |
$103K - $107K
|
4.47K
$546K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
870New |
$103K - $107K
|
870
$106K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
844+ 3.35% |
$99.8K - $104K
|
26.1K
$3.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
751+ 3.85% |
$88.8K - $92.2K
|
20.2K
$2.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
722+ 6.89% |
$85.4K - $88.7K
|
11.2K
$1.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
709+ 9.71% |
$83.8K - $87.1K
|
8.01K
$980K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
526+ 7.95% |
$62.2K - $64.6K
|
7.15K
$874K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
518+ 6.77% |
$61.2K - $63.6K
|
8.17K
$999K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
510+ 2.97% |
$60.3K - $62.6K
|
17.7K
$2.16M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
496+ 2.17% |
$58.6K - $60.9K
|
23.3K
$2.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
393+ 9.52% |
$46.5K - $48.3K
|
4.52K
$553K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
350+ 4.49% |
$41.4K - $43K
|
8.14K
$995K
|
|