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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
345New |
$40.8K - $42.7K
|
345
$42.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
323New |
$38.2K - $39.9K
|
323
$39.5K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
310+ 2.2% |
$36.6K - $38.3K
|
14.4K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
308+ 7.97% |
$36.4K - $38.1K
|
4.17K
$510K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
300+ 1.43% |
$35.4K - $37.1K
|
21.3K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
298+ 2.05% |
$35.2K - $36.9K
|
14.9K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
295+ 0.92% |
$34.9K - $36.5K
|
32.4K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
293+ 4.21% |
$34.6K - $36.2K
|
7.25K
$886K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
281+ 0.12% |
$33.2K - $34.7K
|
237K
$29M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 5.07% |
$31K - $32.4K
|
5.43K
$664K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
255+ 42.08% |
$30.1K - $31.5K
|
861
$105K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
250+ 11.88% |
$29.5K - $30.9K
|
2.35K
$288K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
246+ 0.17% |
$29.1K - $30.4K
|
148K
$18.1M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
243+ 1.01% |
$28.7K - $30K
|
24.2K
$2.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
239+ 2.77% |
$28.2K - $29.6K
|
8.88K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
239+ 1.19% |
$28.2K - $29.6K
|
20.3K
$2.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
230+ 4.56% |
$27.2K - $28.4K
|
5.27K
$645K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
220+ 44.44% |
$26K - $27.2K
|
715
$87.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
217+ 5.08% |
$25.6K - $26.8K
|
4.49K
$549K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
213+ 6.44% |
$25.2K - $26.3K
|
3.52K
$431K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
204+ 1.58% |
$24.1K - $25.2K
|
13.1K
$1.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
202+ 3.32% |
$23.9K - $25K
|
6.29K
$769K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
200+ 0.46% |
$23.6K - $24.7K
|
43.6K
$5.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
200+ 8.64% |
$23.6K - $24.7K
|
2.51K
$307K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197+ 1.75% |
$23.3K - $24.4K
|
11.5K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
196+ 0.51% |
$23.2K - $24.2K
|
38.5K
$4.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
195+ 0.94% |
$23K - $24.1K
|
21K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
192+ 1.12% |
$22.7K - $23.7K
|
17.4K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
192+ 0.72% |
$22.7K - $23.7K
|
26.9K
$3.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
181+ 3.12% |
$21.4K - $22.4K
|
5.99K
$732K
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
180+ 1.16% |
$21.3K - $22.3K
|
15.7K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
178+ 0.54% |
$21K - $22K
|
33K
$4.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
177+ 4.87% |
$20.9K - $21.9K
|
3.81K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
175+ 13.42% |
$20.7K - $21.6K
|
1.48K
$181K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
167+ 3.48% |
$19.7K - $20.7K
|
4.96K
$606K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
162+ 7.17% |
$19.1K - $20K
|
2.42K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
158+ 3.96% |
$18.7K - $19.5K
|
4.15K
$508K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150New |
$17.7K - $18.5K
|
150
$18.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
145+ 0.63% |
$17.1K - $17.9K
|
23.1K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
144+ 1.39% |
$17K - $17.8K
|
10.5K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
138+ 0.97% |
$16.3K - $17.1K
|
14.3K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
130New |
$15.4K - $16.1K
|
130
$15.9K
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
127+ 0.78% |
$15K - $15.7K
|
16.4K
$2.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
126+ 0.77% |
$14.9K - $15.6K
|
16.5K
$2.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
125+ 4.38% |
$14.8K - $15.5K
|
2.98K
$364K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
122+ 0.64% |
$14.4K - $15.1K
|
19.3K
$2.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
120+ 6.64% |
$14.2K - $14.8K
|
1.93K
$235K
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
119+ 4.78% |
$14.1K - $14.7K
|
2.61K
$319K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
118+ 3.4% |
$13.9K - $14.6K
|
3.59K
$439K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
111+ 0.58% |
$13.1K - $13.7K
|
19.1K
$2.34M
|
|