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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.43K+ 92.93% |
$269K - $295K
|
5.05K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.42K+ 94.78% |
$268K - $293K
|
4.96K
$560K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.42K+ 88.79% |
$268K - $293K
|
5.14K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.4K+ 44.96% |
$266K - $291K
|
7.74K
$874K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.39K+ 4.9% |
$265K - $290K
|
51.2K
$5.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
2.36K+ 4.91% |
$261K - $286K
|
50.4K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 90.82% |
$260K - $284K
|
4.93K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.33KNew |
$258K - $283K
|
2.33K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.31K+ 42.8% |
$256K - $281K
|
7.72K
$872K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
2.26KNew |
$250K - $274K
|
2.26K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.16KNew |
$240K - $262K
|
2.16K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.14KNew |
$237K - $260K
|
2.14K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.12KNew |
$235K - $257K
|
2.12K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.11K+ 6.61% |
$234K - $256K
|
34K
$3.84M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.1KNew |
$233K - $255K
|
2.1K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.1K+ 49.55% |
$233K - $255K
|
6.34K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.08KNew |
$230K - $252K
|
2.08K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
2KNew |
$222K - $243K
|
2K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.97K+ 11.5% |
$218K - $239K
|
19.1K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.97KNew |
$218K - $239K
|
1.97K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.94K+ 745.77% |
$215K - $235K
|
2.2K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.93KNew |
$214K - $234K
|
1.93K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.93KNew |
$213K - $234K
|
1.93K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.88K+ 73.67% |
$208K - $227K
|
4.42K
$499K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.84KNew |
$203K - $223K
|
1.84K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1.83K+ 62.34% |
$202K - $221K
|
4.76K
$537K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
1.82K+ 9.9% |
$201K - $220K
|
20.2K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.81KNew |
$201K - $220K
|
1.81K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.8K+ 22.85% |
$199K - $218K
|
9.67K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.79K+ 1206.08% |
$198K - $216K
|
1.93K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.77K+ 10.54% |
$196K - $214K
|
18.5K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.74K+ 10843.75% |
$192K - $210K
|
1.75K
$198K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.71K+ 4.97% |
$190K - $208K
|
36.2K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.7K+ 73.98% |
$188K - $206K
|
3.99K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.54KNew |
$170K - $186K
|
1.54K
$173K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.52K+ 6.18% |
$169K - $185K
|
26.2K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.43K+ 212.0% |
$159K - $174K
|
2.11K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.42K+ 40.78% |
$158K - $172K
|
4.91K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.36K+ 0.45% |
$151K - $165K
|
302K
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.3KNew |
$144K - $158K
|
1.3K
$147K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 2.4% |
$144K - $158K
|
55.6K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.84% |
$141K - $154K
|
70.2K
$7.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 2.63% |
$130K - $143K
|
45.8K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 3.29% |
$127K - $139K
|
36.1K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.15K+ 9.58% |
$127K - $139K
|
13.1K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.11K+ 19.72% |
$123K - $134K
|
6.72K
$759K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 0.81% |
$122K - $134K
|
138K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.05K+ 0.67% |
$116K - $127K
|
158K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.03K+ 1.95% |
$114K - $124K
|
53.7K
$6.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.01K+ 13.73% |
$112K - $122K
|
8.37K
$945K
|