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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-428- 1.75% |
$47.4K - $51.8K
|
24K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-440- 4.91% |
$48.8K - $53.3K
|
8.53K
$992K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-446- 9.98% |
$49.4K - $54K
|
4.02K
$468K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-452- 1.65% |
$50.1K - $54.7K
|
26.9K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-465- 9.95% |
$51.5K - $56.3K
|
4.21K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-474- 6.94% |
$52.5K - $57.4K
|
6.36K
$739K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-480- 3.11% |
$53.2K - $58.1K
|
14.9K
$1.74M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-490- 59.04% |
$54.3K - $59.3K
|
340
$39.5K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-497- 11.98% |
$55.1K - $60.2K
|
3.65K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 21.93% |
$55.4K - $60.6K
|
1.78K
$207K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.88% |
$55.4K - $60.6K
|
5.85K
$680K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 6.4% |
$55.4K - $60.6K
|
7.31K
$850K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-501- 60.58% |
$55.5K - $60.7K
|
326
$37.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-504- 1.52% |
$55.9K - $61K
|
32.6K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-511- 1.41% |
$56.6K - $61.9K
|
35.7K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-522- 4.64% |
$57.9K - $63.2K
|
10.7K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-528- 7.53% |
$58.5K - $64K
|
6.49K
$754K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-531- 5.64% |
$58.9K - $64.3K
|
8.88K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-534- 8.44% |
$59.2K - $64.7K
|
5.79K
$673K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-550- 5.47% |
$61K - $66.6K
|
9.51K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-550- 17.76% |
$61K - $66.6K
|
2.55K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-556- 0.69% |
$61.6K - $67.3K
|
80K
$9.31M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-568- 5.35% |
$63K - $68.8K
|
10.1K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-570- 1.8% |
$63.2K - $69K
|
31.1K
$3.62M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-574- 24.1% |
$63.6K - $69.5K
|
1.81K
$210K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-574- 65.83% |
$63.6K - $69.5K
|
298
$34.7K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-582- 1.05% |
$64.5K - $70.5K
|
55.1K
$6.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-593- 3.3% |
$65.7K - $71.8K
|
17.4K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-598- 9.95% |
$66.3K - $72.4K
|
5.41K
$629K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-600- 10.98% |
$66.5K - $72.7K
|
4.87K
$566K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-636- 5.47% |
$70.5K - $77K
|
11K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-644- 1.41% |
$71.4K - $78K
|
45.2K
$5.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-655- 1.85% |
$72.6K - $79.3K
|
34.7K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-656- 4.83% |
$72.7K - $79.5K
|
12.9K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-688- 2.58% |
$76.3K - $83.3K
|
26K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-715- 1.85% |
$79.3K - $86.6K
|
38K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-737- 8.33% |
$81.7K - $89.3K
|
8.12K
$944K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-760- 0.44% |
$84.3K - $92.1K
|
171K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-772- 33.1% |
$85.6K - $93.5K
|
1.56K
$181K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-791- 14.98% |
$87.7K - $95.8K
|
4.49K
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-805- 2.72% |
$89.2K - $97.5K
|
28.8K
$3.35M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-807- 13.17% |
$89.5K - $97.7K
|
5.32K
$619K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-825- 7.38% |
$91.5K - $99.9K
|
10.4K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-836- 8.12% |
$92.7K - $101K
|
9.45K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-854- 5.7% |
$94.7K - $103K
|
14.1K
$1.64M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-871- 0.85% |
$96.6K - $105K
|
101K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-872- 2.31% |
$96.7K - $106K
|
36.9K
$4.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-890- 80.91% |
$98.7K - $108K
|
210
$24.4K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-895- 4.68% |
$99.2K - $108K
|
18.2K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-901- 31.63% |
$99.9K - $109K
|
1.95K
$227K
|