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 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.01KNew |
$222K - $243K
|
2.01K
$233K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.98K+ 41.44% |
$220K - $240K
|
6.77K
$787K
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.96K+ 92.12% |
$218K - $238K
|
4.1K
$476K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 15.08% |
$213K - $232K
|
14.6K
$1.7M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.9KNew |
$211K - $230K
|
1.9K
$221K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.9K+ 24.54% |
$211K - $230K
|
9.64K
$1.12M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.89KNew |
$209K - $229K
|
1.89K
$219K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.88K+ 231.61% |
$209K - $228K
|
2.7K
$314K
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.82K+ 3.98% |
$201K - $220K
|
47.4K
$5.52M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.78KNew |
$197K - $216K
|
1.78K
$207K
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.77KNew |
$196K - $214K
|
1.77K
$206K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.77KNew |
$196K - $214K
|
1.77K
$205K
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.76KNew |
$195K - $213K
|
1.76K
$204K
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$194K - $212K
|
1.75K
$204K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.73KNew |
$192K - $209K
|
1.73K
$201K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.72KNew |
$190K - $208K
|
1.72K
$200K
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.71KNew |
$190K - $207K
|
1.71K
$199K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.68KNew |
$186K - $203K
|
1.68K
$195K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.67K+ 3.8% |
$185K - $202K
|
45.6K
$5.3M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.67KNew |
$185K - $202K
|
1.67K
$194K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.67KNew |
$185K - $202K
|
1.67K
$194K
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.66KNew |
$184K - $201K
|
1.66K
$193K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.59K+ 1.6% |
$176K - $192K
|
101K
$11.7M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.58K+ 6.05% |
$175K - $191K
|
27.7K
$3.22M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.54K+ 22.97% |
$171K - $187K
|
8.27K
$961K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.53K+ 47.96% |
$170K - $185K
|
4.72K
$549K
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.45KNew |
$161K - $176K
|
1.45K
$169K
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.39K+ 6.48% |
$155K - $169K
|
22.9K
$2.66M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.37K+ 96.96% |
$152K - $166K
|
2.79K
$324K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.27K+ 26.14% |
$141K - $154K
|
6.14K
$714K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.26K+ 12.29% |
$140K - $153K
|
11.5K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.22K+ 17.21% |
$135K - $147K
|
8.28K
$963K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.21K+ 15.26% |
$134K - $147K
|
9.16K
$1.07M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.2K+ 7.55% |
$133K - $146K
|
17.1K
$1.99M
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.19K+ 9.92% |
$132K - $144K
|
13.2K
$1.54M
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.16K+ 60.23% |
$129K - $140K
|
3.09K
$359K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 25.96% |
$115K - $126K
|
5.04K
$586K
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.01K+ 4.63% |
$112K - $122K
|
22.8K
$2.65M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
997+ 3.47% |
$111K - $121K
|
29.7K
$3.46M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
995+ 5.56% |
$110K - $121K
|
18.9K
$2.2M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
992+ 3.66% |
$110K - $120K
|
28.1K
$3.27M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
985New |
$109K - $119K
|
985
$115K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
969+ 9.46% |
$107K - $117K
|
11.2K
$1.3M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
945+ 7.16% |
$105K - $114K
|
14.1K
$1.64M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
929New |
$103K - $113K
|
929
$108K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
897+ 3.38% |
$99.4K - $109K
|
27.5K
$3.19M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
890+ 38.56% |
$98.7K - $108K
|
3.2K
$372K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
881+ 6.27% |
$97.7K - $107K
|
14.9K
$1.74M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
866+ 4.31% |
$96K - $105K
|
21K
$2.44M
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
818+ 7.73% |
$90.7K - $99.1K
|
11.4K
$1.33M
|