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 | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.66M+ 10865.4% |
$184M - $201M
|
1.67M
$194M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
358K+ 305.66% |
$39.7M - $43.4M
|
475K
$55.3M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
333KNew |
$37M - $40.4M
|
333K
$38.8M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
264K+ 1111.18% |
$29.3M - $32M
|
288K
$33.5M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
225KNew |
$25M - $27.3M
|
225K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
164KNew |
$18.2M - $19.9M
|
164K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 4.29% |
$11.3M - $12.4M
|
2.48M
$289M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
97.4KNew |
$10.8M - $11.8M
|
97.4K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92K+ 37.02% |
$10.2M - $11.1M
|
341K
$39.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
87.1K+ 16.08% |
$9.65M - $10.5M
|
628K
$73.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
79K+ 2.5% |
$8.76M - $9.57M
|
3.23M
$376M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
74KNew |
$8.21M - $8.97M
|
74K
$8.61M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
62.9KNew |
$6.97M - $7.62M
|
62.9K
$7.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
61.4K+ 1188.75% |
$6.81M - $7.44M
|
66.6K
$7.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
61.4KNew |
$6.8M - $7.43M
|
61.4K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
58.4KNew |
$6.47M - $7.07M
|
58.4K
$6.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.5K+ 7.38% |
$5.71M - $6.24M
|
749K
$87.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.9K+ 5.36% |
$5.53M - $6.04M
|
981K
$114M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.9K+ 5.17% |
$4.31M - $4.71M
|
791K
$92M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.1K+ 579.48% |
$3.89M - $4.25M
|
41.2K
$4.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.8K+ 4.84% |
$3.86M - $4.21M
|
753K
$87.6M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
33.2KNew |
$3.68M - $4.02M
|
33.2K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.6K+ 22.9% |
$3.5M - $3.83M
|
170K
$19.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
30.6KNew |
$3.39M - $3.71M
|
30.6K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
26.2KNew |
$2.9M - $3.17M
|
26.2K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
26.1K+ 4.37% |
$2.89M - $3.16M
|
622K
$72.3M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
21K+ 327.49% |
$2.33M - $2.54M
|
27.4K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.3K+ 5.52% |
$2.03M - $2.22M
|
350K
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
17KNew |
$1.88M - $2.05M
|
17K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.7K+ 5.83% |
$1.85M - $2.03M
|
304K
$35.3M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.2K+ 493.3% |
$1.8M - $1.96M
|
19.5K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
15.3KNew |
$1.7M - $1.85M
|
15.3K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.1KNew |
$1.68M - $1.83M
|
15.1K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
14.1K+ 80.76% |
$1.57M - $1.71M
|
31.6K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.8KNew |
$1.53M - $1.67M
|
13.8K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 3.2% |
$1.5M - $1.64M
|
438K
$50.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.3K+ 27.02% |
$1.48M - $1.61M
|
62.7K
$7.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.1K+ 100630.77% |
$1.45M - $1.58M
|
13.1K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 15.63% |
$1.36M - $1.49M
|
90.8K
$10.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 7.25% |
$1.17M - $1.28M
|
156K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 451.53% |
$1.14M - $1.25M
|
12.6K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.79K+ 8.91% |
$1.08M - $1.19M
|
120K
$13.9M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.69K+ 4.14% |
$1.07M - $1.17M
|
244K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.99K+ 42.96% |
$996K - $1.09M
|
29.9K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.8KNew |
$975K - $1.07M
|
8.8K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
8.68K+ 6.53% |
$963K - $1.05M
|
142K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
8.67K+ 25.18% |
$961K - $1.05M
|
43.1K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.6KNew |
$954K - $1.04M
|
8.6K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.33K+ 3.07% |
$923K - $1.01M
|
280K
$32.5M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.3KNew |
$920K - $1.01M
|
8.3K
$965K
|