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
|
Prospera Financial Services Inc
|
BUY
|
- |
813+ 10.69% |
$90.1K - $98.5K
|
8.42K
$979K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
810+ 4.94% |
$89.8K - $98.1K
|
17.2K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
804+ 1.06% |
$89.1K - $97.4K
|
76.7K
$8.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
799+ 41.61% |
$88.6K - $96.8K
|
2.72K
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
720+ 31.9% |
$79.8K - $87.2K
|
2.98K
$346K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
706+ 6.24% |
$78.3K - $85.5K
|
12K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
694New |
$76.9K - $84.1K
|
694
$80.7K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
688+ 1.28% |
$76.3K - $83.3K
|
54.4K
$6.32M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
681+ 14.82% |
$75.5K - $82.5K
|
5.28K
$614K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
648+ 12.67% |
$71.8K - $78.5K
|
5.76K
$670K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
610New |
$67.6K - $73.9K
|
610
$70.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
560+ 0.27% |
$62.1K - $67.8K
|
206K
$24M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
556+ 134.3% |
$61.6K - $67.3K
|
970
$113K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
548+ 51.55% |
$60.8K - $66.4K
|
1.61K
$187K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
542+ 7.64% |
$60.1K - $65.6K
|
7.63K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
531+ 1.39% |
$58.9K - $64.3K
|
38.8K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
510+ 25.93% |
$56.5K - $61.8K
|
2.48K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
509+ 12.35% |
$56.4K - $61.7K
|
4.63K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
508+ 423.33% |
$56.3K - $61.5K
|
628
$73K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
502+ 1.71% |
$55.7K - $60.8K
|
29.8K
$3.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
489+ 0.7% |
$54.2K - $59.2K
|
70.7K
$8.22M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
474New |
$52.5K - $57.4K
|
474
$55.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
467+ 0.49% |
$51.8K - $56.6K
|
96.6K
$11.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
463+ 8.91% |
$51.3K - $56.1K
|
5.66K
$658K
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
457+ 14.87% |
$50.7K - $55.4K
|
3.53K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
448+ 9.73% |
$49.7K - $54.3K
|
5.05K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
445+ 1.99% |
$49.3K - $53.9K
|
22.8K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
428+ 5.54% |
$47.4K - $51.8K
|
8.15K
$948K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
428+ 0.85% |
$47.4K - $51.8K
|
50.8K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
426+ 185.22% |
$47.2K - $51.6K
|
656
$76.3K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
417+ 2.06% |
$46.2K - $50.5K
|
20.7K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
403+ 3.72% |
$44.7K - $48.8K
|
11.2K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
396+ 10.16% |
$43.9K - $48K
|
4.29K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
395+ 0.77% |
$43.8K - $47.8K
|
51.6K
$6M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
389+ 12.7% |
$43.1K - $47.1K
|
3.45K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
385+ 102.94% |
$42.7K - $46.6K
|
759
$88.3K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
383New |
$42.5K - $46.4K
|
383
$44.5K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
380+ 1.11% |
$42.1K - $46K
|
34.7K
$4.04M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
375+ 1.89% |
$41.6K - $45.4K
|
20.3K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
375+ 13.49% |
$41.6K - $45.4K
|
3.16K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
373+ 9.17% |
$41.4K - $45.2K
|
4.44K
$516K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
364+ 5.66% |
$40.4K - $44.1K
|
6.79K
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
362+ 0.84% |
$40.1K - $43.8K
|
43.7K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
353+ 4.67% |
$39.1K - $42.8K
|
7.91K
$920K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
332+ 1.17% |
$36.8K - $40.2K
|
28.7K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
328New |
$36.4K - $39.7K
|
328
$38.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
326+ 6.35% |
$36.1K - $39.5K
|
5.46K
$635K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
312+ 10.16% |
$34.6K - $37.8K
|
3.38K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
300+ 2.85% |
$33.3K - $36.3K
|
10.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
292+ 6.14% |
$32.4K - $35.4K
|
5.05K
$587K
|