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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.22K+ 8.61% |
$912K - $996K
|
104K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.89K+ 201.38% |
$874K - $955K
|
11.8K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
7.77KNew |
$861K - $941K
|
7.77K
$903K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
7.06KNew |
$783K - $855K
|
7.06K
$821K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
6.93K+ 0.96% |
$768K - $839K
|
729K
$84.8M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.64K+ 200.18% |
$736K - $804K
|
9.95K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.61K+ 58.13% |
$733K - $801K
|
18K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.31K+ 4.29% |
$699K - $764K
|
153K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.07KNew |
$673K - $735K
|
6.07K
$706K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.78K+ 14.85% |
$640K - $700K
|
44.7K
$5.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.69K+ 42.52% |
$631K - $689K
|
19.1K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59K+ 121.06% |
$620K - $677K
|
10.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.48K+ 14.64% |
$607K - $664K
|
42.9K
$4.99M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.46K+ 258.25% |
$606K - $662K
|
7.58K
$881K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.17K+ 17.06% |
$573K - $626K
|
35.5K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.15K+ 6.07% |
$571K - $623K
|
89.9K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.81K+ 2.44% |
$533K - $582K
|
202K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.55K+ 866.48% |
$504K - $551K
|
5.07K
$590K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.48K+ 3.7% |
$497K - $543K
|
126K
$14.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.46K+ 6.26% |
$495K - $541K
|
75.8K
$8.81M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.31KNew |
$478K - $522K
|
4.31K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.29K+ 1.66% |
$475K - $519K
|
263K
$30.6M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.19K+ 96.5% |
$465K - $508K
|
8.53K
$992K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.85K+ 125.54% |
$427K - $467K
|
6.92K
$805K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.84K+ 12012.5% |
$426K - $466K
|
3.88K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.84K+ 2.45% |
$426K - $465K
|
161K
$18.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.78KNew |
$419K - $458K
|
3.78K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.58K+ 13.19% |
$397K - $433K
|
30.7K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.49K+ 3.31% |
$387K - $422K
|
109K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.37KNew |
$373K - $408K
|
3.37K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.27K+ 100.18% |
$362K - $396K
|
6.53K
$760K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.11K+ 31.37% |
$345K - $377K
|
13K
$1.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.1KNew |
$344K - $375K
|
3.1K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.09KNew |
$342K - $374K
|
3.09K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.97K+ 1.88% |
$329K - $360K
|
161K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.8K+ 13.76% |
$311K - $340K
|
23.2K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.53K+ 0.68% |
$280K - $306K
|
373K
$43.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
2.48KNew |
$274K - $300K
|
2.48K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.41K+ 3.02% |
$267K - $291K
|
82.1K
$9.54M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.37K+ 27.52% |
$262K - $286K
|
11K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
2.34KNew |
$260K - $284K
|
2.34K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.27K+ 5.5% |
$252K - $275K
|
43.6K
$5.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.27K+ 4.07% |
$252K - $275K
|
58.1K
$6.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.23KNew |
$247K - $270K
|
2.23K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.21KNew |
$245K - $267K
|
2.21K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.2K+ 26.63% |
$244K - $266K
|
10.5K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.09K+ 64.11% |
$232K - $253K
|
5.36K
$623K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.08K+ 137.27% |
$231K - $252K
|
3.6K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.03K+ 13.23% |
$225K - $246K
|
17.4K
$2.02M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.02K+ 19.84% |
$224K - $245K
|
12.2K
$1.42M
|