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 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
18+ 0.44% |
$2.13K - $2.23K
|
4.08K
$499K
|
|
|
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 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
|
|
|
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
|
|
|
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
|
|
|
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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$473 - $495
|
4
$489
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4+ 0.03% |
$473 - $495
|
13.4K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.66% |
$473 - $495
|
606
$74.1K
|
|
|
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 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
4+ 0.84% |
$473 - $495
|
482
$58.9K
|
|
|
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 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1New |
$118 - $124
|
1
$122
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$118 - $124
|
5.32K
$651K
|
|
|
Nov 10, 2025
Q3 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.66% |
$118 - $124
|
153
$18.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.06% |
$118 - $124
|
1.72K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.78% |
$118 - $124
|
130
$15.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.04% |
$118 - $124
|
2.85K
$348K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$118 - $124
|
2.43K
$297K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.2K+ 3.25% |
$4.03M - $4.48M
|
1.18M
$145M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
34KNew |
$3.69M - $4.1M
|
34K
$4.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
27.2K+ 11617.09% |
$2.95M - $3.28M
|
27.4K
$3.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
16.1KNew |
$1.74M - $1.94M
|
16.1K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.8K+ 10.15% |
$1.38M - $1.54M
|
138K
$16.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
12.1KNew |
$1.31M - $1.45M
|
12.1K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.14KNew |
$883K - $981K
|
8.14K
$995K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.69K+ 110.32% |
$726K - $807K
|
12.8K
$1.56M
|
|