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 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
13+ 0.71% |
$1.44K - $1.57K
|
1.85K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.04% |
$776 - $848
|
18.1K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.18% |
$776 - $848
|
3.8K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5+ 0.17% |
$554 - $606
|
2.92K
$330K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$333 - $363
|
9.72K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.57% |
$222 - $242
|
352
$39.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$111 - $121
|
2.43K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.03% |
$111 - $121
|
3.05K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2- 0.04% |
$222 - $242
|
5.41K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.21% |
$443 - $484
|
1.91K
$216K
|
|
|
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
$534K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-40- 0.7% |
$4.43K - $4.84K
|
5.64K
$639K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-45- 1.35% |
$4.99K - $5.45K
|
3.29K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-55- 1.91% |
$6.1K - $6.66K
|
2.83K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-57- 2.12% |
$6.32K - $6.9K
|
2.63K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-77- 0.71% |
$8.54K - $9.33K
|
10.8K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-78- 0.23% |
$8.65K - $9.45K
|
34.3K
$3.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 2.64% |
$11.1K - $12.1K
|
3.69K
$418K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-136- 0.89% |
$15.1K - $16.5K
|
15.1K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-138- 5.67% |
$15.3K - $16.7K
|
2.3K
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-148- 3.99% |
$16.4K - $17.9K
|
3.56K
$404K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-165- 1.35% |
$18.3K - $20K
|
12.1K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-170- 0.33% |
$18.8K - $20.6K
|
50.7K
$5.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-170- 5.14% |
$18.8K - $20.6K
|
3.14K
$355K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-178- 3.53% |
$19.7K - $21.6K
|
4.87K
$552K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-241- 1.26% |
$26.7K - $29.2K
|
18.9K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-242- 0.93% |
$26.8K - $29.3K
|
25.9K
$2.93M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-245- 2.22% |
$27.2K - $29.7K
|
10.8K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-274- 2.75% |
$30.4K - $33.2K
|
9.7K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-279- 1.42% |
$30.9K - $33.8K
|
19.3K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-302- 25.44% |
$33.5K - $36.6K
|
885
$100K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-334- 4.56% |
$37K - $40.5K
|
6.98K
$792K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-351- 0.34% |
$38.9K - $42.5K
|
103K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-370- 9.62% |
$41K - $44.8K
|
3.48K
$394K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-428- 1.75% |
$47.4K - $51.8K
|
24K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-446- 9.98% |
$49.4K - $54K
|
4.02K
$456K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.88% |
$55.4K - $60.6K
|
5.85K
$663K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-511- 1.41% |
$56.6K - $61.9K
|
35.7K
$4.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-550- 5.47% |
$61K - $66.6K
|
9.51K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-570- 1.8% |
$63.2K - $69K
|
31.1K
$3.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-574- 65.83% |
$63.6K - $69.5K
|
298
$33.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-655- 1.85% |
$72.6K - $79.3K
|
34.7K
$3.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-791- 14.98% |
$87.7K - $95.8K
|
4.49K
$509K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-807- 13.17% |
$89.5K - $97.7K
|
5.32K
$603K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-948- 8.55% |
$105K - $115K
|
10.1K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.15K- 17.39% |
$127K - $139K
|
5.44K
$617K
|