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 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 3.27% |
$3.07K - $3.19K
|
822
$100K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
19+ 0.06% |
$2.25K - $2.33K
|
34.2K
$4.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17+ 0.41% |
$2.01K - $2.09K
|
4.19K
$512K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
17+ 0.09% |
$2.01K - $2.09K
|
19.3K
$2.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.27% |
$1.66K - $1.72K
|
5.13K
$627K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
12+ 0.31% |
$1.42K - $1.47K
|
3.82K
$468K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.17% |
$1.06K - $1.11K
|
5.37K
$656K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.13% |
$355 - $368
|
2.39K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
3+ 1.34% |
$355 - $368
|
227
$27.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.1% |
$236 - $246
|
1.95K
$238K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2New |
$236 - $246
|
2
$245
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2+ 0.06% |
$236 - $246
|
3.22K
$394K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.64% |
$118 - $123
|
62
$7.58K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$118 - $123
|
1.71K
$209K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.28% |
$118 - $123
|
357
$43.6K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
149K+ 41.38% |
$17.6M - $18.4M
|
509K
$62.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
126K+ 1455.96% |
$14.9M - $15.6M
|
135K
$16.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
118K+ 10.21% |
$14M - $14.6M
|
1.28M
$156M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
90.3K+ 7.04% |
$10.7M - $11.2M
|
1.37M
$168M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
88.9K+ 898.57% |
$10.5M - $11M
|
98.8K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
88K+ 13.47% |
$10.4M - $10.9M
|
742K
$90.7M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
73.2K+ 103.34% |
$8.65M - $9.05M
|
144K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
70.2K+ 11.01% |
$8.29M - $8.68M
|
708K
$86.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
69.8KNew |
$8.24M - $8.63M
|
69.8K
$8.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.8K+ 2.06% |
$6.71M - $7.02M
|
2.82M
$345M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
50.5K+ 56.19% |
$5.97M - $6.24M
|
140K
$17.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
38.1KNew |
$4.51M - $4.72M
|
38.1K
$4.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.1KNew |
$4.27M - $4.46M
|
36.1K
$4.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
34KNew |
$4.02M - $4.2M
|
34K
$4.16M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
33.5K+ 23.66% |
$3.96M - $4.14M
|
175K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.4K+ 22.63% |
$3.82M - $4M
|
175K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
28K+ 175.96% |
$3.31M - $3.47M
|
44K
$5.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Members Capital Advisors Inc
|
BUY
|
- |
27.1KNew |
$3.2M - $3.35M
|
27.1K
$3.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25K+ 118.35% |
$2.95M - $3.09M
|
46.1K
$5.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$2.66M - $2.78M
|
22.5K
$2.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.6K+ 234.7% |
$2.55M - $2.67M
|
30.8K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 0.64% |
$2.5M - $2.62M
|
3.32M
$406M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 12.75% |
$2.37M - $2.48M
|
177K
$21.6M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
18.9KNew |
$2.23M - $2.33M
|
18.9K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.3K+ 509.29% |
$2.04M - $2.13M
|
20.7K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.3K+ 4.89% |
$1.92M - $2.01M
|
349K
$42.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
15.9KNew |
$1.87M - $1.96M
|
15.9K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.8KNew |
$1.87M - $1.96M
|
15.8K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
15K+ 1.96% |
$1.77M - $1.85M
|
779K
$95.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.7K+ 39.35% |
$1.62M - $1.69M
|
48.4K
$5.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
12.4K+ 6.77% |
$1.46M - $1.53M
|
195K
$23.8M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
12.1K+ 65.28% |
$1.43M - $1.49M
|
30.6K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 1.53% |
$1.41M - $1.47M
|
791K
$96.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.6K+ 4.54% |
$1.37M - $1.44M
|
268K
$32.7M
|
|