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 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
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
106New |
$11.7K - $12.9K
|
106
$13K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
103New |
$11.4K - $12.5K
|
103
$12.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
87New |
$9.64K - $10.6K
|
87
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
66New |
$7.31K - $8K
|
66
$8.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
64New |
$7.09K - $7.76K
|
64
$7.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
44New |
$4.88K - $5.34K
|
44
$5.38K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
34New |
$3.77K - $4.12K
|
34
$4.16K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
30New |
$3.32K - $3.64K
|
30
$3.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
26New |
$2.88K - $3.15K
|
26
$3.18K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
23New |
$2.55K - $2.79K
|
23
$2.81K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
20New |
$2.22K - $2.43K
|
20
$2.45K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 1.02% |
$2.11K - $2.3K
|
1.89K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
16New |
$1.77K - $1.94K
|
16
$1.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$776 - $849
|
7
$856
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$554 - $606
|
5
$611
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5New |
$554 - $606
|
5
$611
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 3.33% |
$111 - $121
|
31
$3.79K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09MNew |
$117M - $129M
|
1.09M
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
231KNew |
$24.8M - $27.4M
|
231K
$28.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.5K+ 8.24% |
$5M - $5.52M
|
610K
$74.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.8KNew |
$4.6M - $5.08M
|
42.8K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
40.4K+ 311.32% |
$4.34M - $4.79M
|
53.3K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
38.7KNew |
$4.16M - $4.59M
|
38.7K
$4.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
32.6KNew |
$3.51M - $3.87M
|
32.6K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.54KNew |
$1.03M - $1.13M
|
9.54K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.76KNew |
$835K - $921K
|
7.76K
$948K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7.57KNew |
$815K - $899K
|
7.57K
$926K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
5.84KNew |
$629K - $694K
|
5.84K
$714K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.78KNew |
$622K - $686K
|
5.78K
$706K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.98KNew |
$536K - $591K
|
4.98K
$609K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.4K+ 1.68% |
$474K - $523K
|
266K
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
3.98KNew |
$428K - $473K
|
3.98K
$487K
|
|