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 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
105+ 0.77% |
$12.4K - $13K
|
13.7K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
104New |
$12.3K - $12.9K
|
104
$12.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
102New |
$12.1K - $12.6K
|
102
$12.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
100+ 3.05% |
$11.8K - $12.4K
|
3.38K
$413K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97+ 0.38% |
$11.5K - $12K
|
25.8K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
91+ 0.76% |
$10.8K - $11.3K
|
12K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
91+ 0.69% |
$10.8K - $11.3K
|
13.2K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
85+ 0.3% |
$10K - $10.5K
|
28.7K
$3.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83+ 377.27% |
$9.81K - $10.3K
|
105
$12.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
81+ 2.59% |
$9.57K - $10K
|
3.21K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
80New |
$9.45K - $9.89K
|
80
$9.78K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
79+ 2.19% |
$9.33K - $9.77K
|
3.69K
$451K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
77+ 0.63% |
$9.1K - $9.52K
|
12.3K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
70+ 0.72% |
$8.27K - $8.66K
|
9.8K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
69+ 0.77% |
$8.15K - $8.53K
|
9.02K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
55New |
$6.5K - $6.8K
|
55
$6.72K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
53+ 0.76% |
$6.26K - $6.55K
|
7.02K
$858K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
50+ 0.48% |
$5.91K - $6.18K
|
10.4K
$1.27M
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
49+ 0.91% |
$5.79K - $6.06K
|
5.44K
$665K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
48+ 0.78% |
$5.67K - $5.94K
|
6.23K
$762K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
48+ 0.02% |
$5.67K - $5.94K
|
228K
$27.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
43+ 0.3% |
$5.08K - $5.32K
|
14.4K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
42+ 1.24% |
$4.96K - $5.19K
|
3.44K
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
40+ 15.21% |
$4.73K - $4.95K
|
303
$37K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
35+ 0.37% |
$4.14K - $4.33K
|
9.51K
$1.16M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
33New |
$3.9K - $4.08K
|
33
$4.03K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
31+ 0.88% |
$3.66K - $3.83K
|
3.54K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
31+ 1.16% |
$3.66K - $3.83K
|
2.69K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30+ 0.67% |
$3.54K - $3.71K
|
4.53K
$554K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
29+ 0.28% |
$3.43K - $3.59K
|
10.5K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
25+ 0.47% |
$2.95K - $3.09K
|
5.34K
$653K
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
25+ 0.81% |
$2.95K - $3.09K
|
3.11K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
24+ 0.6% |
$2.84K - $2.97K
|
3.99K
$488K
|
|
|
Nov 14, 2025
Q3 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
23+ 0.78% |
$2.72K - $2.84K
|
2.99K
$365K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
22+ 0.86% |
$2.6K - $2.72K
|
2.57K
$314K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22+ 1.56% |
$2.6K - $2.72K
|
1.43K
$175K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20+ 1.04% |
$2.36K - $2.47K
|
1.95K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 0.01% |
$2.36K - $2.47K
|
173K
$21.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
19+ 0.17% |
$2.25K - $2.35K
|
11.3K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
18+ 0.44% |
$2.13K - $2.23K
|
4.08K
$499K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
18+ 0.6% |
$2.13K - $2.23K
|
3K
$367K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 2.71% |
$2.13K - $2.23K
|
683
$83.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17+ 0.42% |
$2.01K - $2.1K
|
4.04K
$494K
|
|
|
Nov 14, 2025
Q3 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
16+ 0.8% |
$1.89K - $1.98K
|
2.01K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16+ 0.78% |
$1.89K - $1.98K
|
2.08K
$254K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
15+ 0.8% |
$1.77K - $1.85K
|
1.88K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.77K - $1.85K
|
6.61K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15+ 0.45% |
$1.77K - $1.85K
|
3.35K
$410K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 0.76% |
$1.65K - $1.73K
|
1.87K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13+ 0.15% |
$1.54K - $1.61K
|
8.84K
$1.08M
|
|