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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-905- 16.75% |
$100K - $110K
|
4.5K
$523K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-924- 15.35% |
$102K - $112K
|
5.1K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-934- 13.36% |
$104K - $113K
|
6.06K
$704K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-948- 8.55% |
$105K - $115K
|
10.1K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-957- 18.11% |
$106K - $116K
|
4.33K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 1.79% |
$114K - $125K
|
56.5K
$6.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 6.83% |
$120K - $131K
|
14.7K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-1.12K- 13.63% |
$124K - $136K
|
7.1K
$826K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.15K- 17.39% |
$127K - $139K
|
5.44K
$633K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.16K- 15.35% |
$129K - $140K
|
6.4K
$744K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.19K- 3.5% |
$132K - $144K
|
32.8K
$3.82M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.21K- 4.68% |
$134K - $146K
|
24.6K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.21K- 1.43% |
$134K - $147K
|
83.4K
$9.7M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-1.22K- 25.57% |
$135K - $147K
|
3.54K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 24.76% |
$135K - $148K
|
3.71K
$431K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 6.43% |
$137K - $150K
|
18K
$2.1M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.25K- 28.99% |
$139K - $152K
|
3.07K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.28K- 6.23% |
$142K - $155K
|
19.3K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.3K- 6.32% |
$144K - $157K
|
19.3K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.37K- 36.52% |
$152K - $166K
|
2.38K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.39K- 49.98% |
$155K - $169K
|
1.4K
$162K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.45K- 9.6% |
$161K - $176K
|
13.7K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.46K- 3.66% |
$162K - $177K
|
38.4K
$4.47M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.48K- 8.88% |
$164K - $179K
|
15.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 4.19% |
$168K - $183K
|
34.6K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.52K- 5.32% |
$168K - $183K
|
26.9K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.55K- 3.58% |
$171K - $187K
|
41.6K
$4.83M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.55K- 5.57% |
$172K - $188K
|
26.3K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.57K- 71.35% |
$174K - $190K
|
630
$73.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.59K- 35.27% |
$177K - $193K
|
2.92K
$340K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 1.28% |
$186K - $203K
|
129K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.69K- 47.61% |
$187K - $204K
|
1.86K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.77K- 19.85% |
$196K - $214K
|
7.14K
$830K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.85K- 2.51% |
$205K - $223K
|
71.7K
$8.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.87K- 4.59% |
$208K - $227K
|
38.9K
$4.53M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.88K- 42.42% |
$208K - $227K
|
2.55K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.9K- 79.5% |
$211K - $230K
|
490
$57K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.92K- 18.83% |
$213K - $232K
|
8.27K
$961K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 90.98% |
$218K - $238K
|
195
$22.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.02K- 18.15% |
$224K - $245K
|
9.11K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 7.29% |
$228K - $249K
|
26.1K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.1K- 9.37% |
$232K - $254K
|
20.3K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2.17K- 38.32% |
$241K - $263K
|
3.5K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.43K- 0.21% |
$270K - $295K
|
1.16M
$135M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.45K- 7.96% |
$272K - $297K
|
28.3K
$3.3M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-2.52K- 46.69% |
$280K - $306K
|
2.88K
$335K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.64K- 8.06% |
$292K - $320K
|
30.1K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.85K- 36.62% |
$316K - $345K
|
4.93K
$574K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 1.56% |
$320K - $349K
|
182K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.03K- 2.73% |
$335K - $366K
|
108K
$12.6M
|