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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
224+ 1.17% |
$24.8K - $27.1K
|
19.3K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
217+ 28.93% |
$24.1K - $26.3K
|
967
$118K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
136+ 5.44% |
$15.1K - $16.5K
|
2.64K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125+ 26.82% |
$13.9K - $15.1K
|
591
$72.3K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
112New |
$12.4K - $13.6K
|
112
$13.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
82New |
$9.09K - $9.93K
|
82
$10K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
52New |
$5.76K - $6.3K
|
52
$6.36K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 2.06% |
$5.54K - $6.06K
|
2.47K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
14New |
$1.55K - $1.7K
|
14
$1.71K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13New |
$1.44K - $1.57K
|
13
$1.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$1.11K - $1.21K
|
10
$1.22K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40.3K+ 1982.75% |
$4.47M - $4.89M
|
42.4K
$5.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
38KNew |
$4.21M - $4.61M
|
38K
$4.64M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.6KNew |
$2.29M - $2.5M
|
20.6K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
13.7K+ 294.91% |
$1.52M - $1.67M
|
18.4K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.2KNew |
$1.47M - $1.61M
|
13.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
$1.28M - $1.4M
|
11.6K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.21KNew |
$909K - $995K
|
8.21K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
6.6KNew |
$731K - $800K
|
6.6K
$807K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
6.5KNew |
$720K - $788K
|
6.5K
$795K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
6.17KNew |
$684K - $749K
|
6.17K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$522K - $572K
|
4.71K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
4.55KNew |
$504K - $552K
|
4.55K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
4.25KNew |
$470K - $515K
|
4.25K
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
3.74KNew |
$414K - $453K
|
3.74K
$457K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
3.3K+ 100.0% |
$366K - $401K
|
6.61K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.19KNew |
$354K - $387K
|
3.19K
$390K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.16KNew |
$350K - $383K
|
3.16K
$386K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.13KNew |
$347K - $379K
|
3.13K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.09KNew |
$342K - $374K
|
3.09K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2.84KNew |
$315K - $345K
|
2.84K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.72KNew |
$301K - $330K
|
2.72K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.65K+ 130.36% |
$294K - $321K
|
4.68K
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.43K+ 92.93% |
$269K - $295K
|
5.05K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.26KNew |
$250K - $274K
|
2.26K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.12KNew |
$235K - $257K
|
2.12K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
2KNew |
$222K - $243K
|
2K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.93KNew |
$214K - $234K
|
1.93K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.84KNew |
$203K - $223K
|
1.84K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.3KNew |
$144K - $158K
|
1.3K
$159K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
935+ 42.21% |
$104K - $113K
|
3.15K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
622New |
$68.9K - $75.4K
|
622
$76K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
550+ 4.58% |
$61K - $66.7K
|
12.6K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
270New |
$29.9K - $32.7K
|
270
$33K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
200New |
$22.2K - $24.3K
|
200
$24.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
175New |
$19.4K - $21.2K
|
175
$21.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$18.5K - $20.3K
|
167
$20.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
159+ 5.77% |
$17.6K - $19.3K
|
2.92K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
152+ 4.71% |
$16.8K - $18.4K
|
3.38K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
145+ 6.56% |
$16.1K - $17.6K
|
2.35K
$288K
|
|