Purchases and Sales Made in Q1 2025 in Ishares Core High Dividend ETF (HDV)

This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE HIGH DIVIDEND ETF.

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held
Apr 14, 2025 Q1 2025	Courier Capital LLC	BUY	-	61.4K New	$6.8M - $7.43M	61.4K $6.93M
Apr 10, 2025 Q1 2025	Lakeshore Capital Group, Inc. Rolling Meadows, IL	BUY	-	30.6K New	$3.39M - $3.71M	30.6K $3.45M
Apr 10, 2025 Q1 2025	Clarus Wealth Advisors	BUY	-	15.3K New	$1.7M - $1.85M	15.3K $1.73M
Apr 09, 2025 Q1 2025	Nbc Securities, Inc. Birmingham, AL	BUY	-	13.1K + 100630.77%	$1.45M - $1.58M	13.1K $1.48M
Apr 14, 2025 Q1 2025	Farther Finance Advisors, LLC San Francisco, CA	BUY	-	10.3K + 451.53%	$1.14M - $1.25M	12.6K $1.42M
Apr 09, 2025 Q1 2025	Sweeney & Michel, LLC Chico, CA	BUY	-	8.68K + 6.53%	$963K - $1.05M	142K $16M
Apr 07, 2025 Q1 2025	Gamma Investing LLC Foster City, CA	BUY	-	3.84K + 12012.5%	$426K - $466K	3.88K $438K
Apr 03, 2025 Q1 2025	Collective Family Office LLC	BUY	-	2.37K + 27.52%	$262K - $286K	11K $1.24M
Apr 14, 2025 Q1 2025	Park Avenue Securities LLC	BUY	-	2.2K + 26.63%	$244K - $266K	10.5K $1.18M
Apr 15, 2025 Q1 2025	Gps Wealth Strategies Group, LLC	BUY	-	2.08K + 137.27%	$231K - $252K	3.6K $406K
Apr 09, 2025 Q1 2025	Harbor Investment Advisory, LLC	BUY	-	1.92K + 15.08%	$213K - $232K	14.6K $1.65M
Apr 10, 2025 Q1 2025	Beacon Financial Group	BUY	-	1.9K New	$211K - $230K	1.9K $215K
Apr 14, 2025 Q1 2025	Patriot Financial Group Insurance Agency, LLC	BUY	-	1.89K New	$209K - $229K	1.89K $213K
Apr 15, 2025 Q1 2025	Fifth Third Bancorp	BUY	-	1.88K + 231.61%	$209K - $228K	2.7K $304K
Apr 09, 2025 Q1 2025	Baker Tilly Wealth Management, LLC	BUY	-	1.71K New	$190K - $207K	1.71K $193K
Apr 10, 2025 Q1 2025	Accel Wealth Management	BUY	-	1.67K New	$185K - $202K	1.67K $189K
Apr 14, 2025 Q1 2025	Abacus Planning Group, Inc.	BUY	-	1.66K New	$184K - $201K	1.66K $188K
Apr 08, 2025 Q1 2025	Lantz Financial LLC	BUY	-	1.59K + 1.6%	$176K - $192K	101K $11.4M
Apr 11, 2025 Q1 2025	Cora Capital Advisors LLC Marlton, NJ	BUY	-	1.39K + 6.48%	$155K - $169K	22.9K $2.59M
Apr 08, 2025 Q1 2025	Fifth Third Wealth Advisors LLC Cincinnati, OH	BUY	-	1.04K + 25.96%	$115K - $126K	5.04K $569K
Apr 11, 2025 Q1 2025	Godsey & Gibb Associates	BUY	-	992 + 3.66%	$110K - $120K	28.1K $3.18M
Apr 15, 2025 Q1 2025	Ironwood Financial, LLC	BUY	-	810 + 4.94%	$89.8K - $98.1K	17.2K $1.94M
Apr 07, 2025 Q1 2025	Parallel Advisors, LLC	BUY	-	706 + 6.24%	$78.3K - $85.5K	12K $1.36M
Apr 07, 2025 Q1 2025	Advisor Net Financial, Inc	BUY	-	548 + 51.55%	$60.8K - $66.4K	1.61K $182K
Apr 09, 2025 Q1 2025	Merit Financial Group, LLC	BUY	-	542 + 7.64%	$60.1K - $65.6K	7.63K $862K
Apr 10, 2025 Q1 2025	Romano Brothers And Company Evanston, IL	BUY	-	285 + 3.47%	$31.6K - $34.5K	8.49K $959K
Apr 10, 2025 Q1 2025	Thurston, Springer, Miller, Herd & Titak, Inc. Indianapolis, IN	BUY	-	226 + 51.95%	$25.1K - $27.4K	661 $74.6K
Apr 14, 2025 Q1 2025	Capital Investment Advisors, LLC	BUY	-	207 + 6.69%	$22.9K - $25.1K	3.3K $373K
Apr 11, 2025 Q1 2025	First National Corp	BUY	-	199 + 1.61%	$22.1K - $24.1K	12.6K $1.42M
Apr 14, 2025 Q1 2025	Rda Financial Network	BUY	-	145 + 1.09%	$16.1K - $17.6K	13.5K $1.52M
Apr 16, 2025 Q1 2025	North Crest Asset Manangement, LLC	BUY	-	136 + 5.44%	$15.1K - $16.5K	2.64K $298K
Apr 11, 2025 Q1 2025	Atwater Malick LLC	BUY	-	130 + 3.62%	$14.4K - $15.7K	3.72K $421K
Apr 10, 2025 Q1 2025	Maltin Wealth Management, Inc.	BUY	-	42 + 0.09%	$4.66K - $5.09K	45.6K $5.15M
Apr 09, 2025 Q1 2025	Hbw Advisory Services LLC	BUY	-	17 + 0.63%	$1.88K - $2.06K	2.7K $305K
Apr 10, 2025 Q1 2025	Cathy Pareto & Associates, Inc Coral Gables, FL	BUY	-	15 + 0.5%	$1.66K - $1.82K	3.01K $340K
Apr 14, 2025 Q1 2025	Investment Advisory Group, LLC	BUY	-	7 + 0.04%	$776 - $848	18.1K $2.05M
Apr 14, 2025 Q1 2025	Ars Wealth Advisors Group, LLC St. Petersburg, FL	BUY	-	5 + 0.17%	$554 - $606	2.92K $329K
Apr 09, 2025 Q1 2025	Roxbury Financial LLC Mount Arlington, NJ	BUY	-	2 + 0.57%	$222 - $242	352 $39.8K
Apr 14, 2025 Q1 2025	Mc Carthy & Cox Marysville, OH	BUY	-	1 + 0.04%	$111 - $121	2.43K $275K
Apr 14, 2025 Q1 2025	Cedar Mountain Advisors, LLC	BUY	-	0 New	$0 - $0	0 $0
Apr 14, 2025 Q1 2025	New Square Capital LLC	BUY	-	0 New	$0 - $0	0 $0
Apr 15, 2025 Q1 2025	Focus Financial Network, Inc. Minneapolis, MN	SELL	-	-2 - 0.04%	$222 - $242	5.41K $611K
Apr 16, 2025 Q1 2025	Smithbridge Asset Management Inc	SELL	-	-4 - 0.21%	$443 - $484	1.91K $215K
Apr 15, 2025 Q1 2025	Paladin Advisory Group, LLC	SELL	-	-6 - 0.52%	$665 - $727	1.14K $129K
Apr 15, 2025 Q1 2025	Mv Capital Management, Inc.	SELL	-	-21 - 0.2%	$2.33K - $2.54K	10.7K $1.21M
Apr 10, 2025 Q1 2025	Garrett Investment Advisors LLC	SELL	-	-39 - 0.82%	$4.32K - $4.72K	4.71K $532K
Apr 15, 2025 Q1 2025	Investment Partners Asset Management, Inc. Metuchen, NJ	SELL	-	-40 - 0.7%	$4.43K - $4.84K	5.64K $637K
Apr 10, 2025 Q1 2025	Cypress Wealth Services, LLC	SELL	-	-45 - 1.35%	$4.99K - $5.45K	3.29K $372K
Apr 14, 2025 Q1 2025	Kmg Fiduciary Partners, LLC	SELL	-	-55 - 1.91%	$6.1K - $6.66K	2.83K $319K
Apr 10, 2025 Q1 2025	Fermata Advisors, LLC Sonoma, CA	SELL	-	-57 - 2.12%	$6.32K - $6.9K	2.63K $297K

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Account

Purchases and Sales Made in Q1 2025 in Ishares Core High Dividend ETF (HDV)

61.4K

30.6K

15.3K

13.1K

10.3K

8.68K

3.84K

2.37K

2.2K

2.08K

1.92K

1.9K

1.89K

1.88K

1.71K

1.67K

1.66K

1.59K

1.39K

1.04K

992

810

706

548

542

285

226

207

199

145

136

130

42

17

15

7

5

2

1

0

0

-2

-4

-6

-21

-39

-40

-45

-55

-57

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