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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
21+ 0.25% |
$2.48K - $2.6K
|
8.36K
$1.02M
|
|
|
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 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
18+ 0.59% |
$2.13K - $2.23K
|
3.07K
$375K
|
|
|
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
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16+ 0.78% |
$1.89K - $1.98K
|
2.08K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
16+ 0.8% |
$1.89K - $1.98K
|
2.01K
$245K
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13+ 0.31% |
$1.54K - $1.61K
|
4.17K
$510K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
12+ 2.41% |
$1.42K - $1.48K
|
509
$62.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
12+ 0.36% |
$1.42K - $1.48K
|
3.33K
$407K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
12New |
$1.42K - $1.48K
|
12
$1.47K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 0.37% |
$1.42K - $1.48K
|
3.28K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
10+ 0.11% |
$1.18K - $1.24K
|
8.97K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
10+ 0.03% |
$1.18K - $1.24K
|
32.8K
$4.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.33% |
$1.18K - $1.24K
|
3K
$367K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
9+ 0.24% |
$1.06K - $1.11K
|
3.81K
$466K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
8+ 0.9% |
$945 - $989
|
901
$110K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
8+ 0.08% |
$945 - $989
|
9.51K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8+ 0.21% |
$945 - $989
|
3.83K
$468K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8+ 0.16% |
$945 - $989
|
5.11K
$625K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
7+ 0.1% |
$827 - $866
|
6.72K
$821K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7+ 0.22% |
$827 - $866
|
3.17K
$387K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 0.16% |
$709 - $742
|
3.84K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
6+ 0.03% |
$709 - $742
|
20.7K
$2.53M
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
5+ 0.04% |
$591 - $618
|
12.5K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 0.68% |
$591 - $618
|
745
$91.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 0.71% |
$591 - $618
|
708
$86.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.03% |
$473 - $495
|
13.4K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$473 - $495
|
4
$489
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.26% |
$473 - $495
|
1.54K
$188K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4+ 0.06% |
$473 - $495
|
7.18K
$877K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.66% |
$473 - $495
|
606
$74.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 0.84% |
$473 - $495
|
482
$58.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4+ 0.92% |
$473 - $495
|
439
$53.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.05% |
$354 - $371
|
6.57K
$803K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3New |
$354 - $371
|
3
$367
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$354 - $371
|
4.08K
$499K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 1.14% |
$354 - $371
|
267
$32.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3New |
$354 - $371
|
3
$367
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.74% |
$354 - $371
|
407
$49.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.01% |
$236 - $247
|
16.7K
$2.04M
|
|