Purchases and Sales Made in Q1 2025 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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 14, 2025 Q1 2025
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
73
+ 0.56%
$8.09K - $8.84K
13.2K $1.53M
May 02, 2025 Q1 2025
Independent Wealth Network Inc.

BUY
 -
72
+ 1.71%
$7.98K - $8.72K
4.28K $498K
May 14, 2025 Q1 2025
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
70
+ 0.6%
$7.76K - $8.48K
11.7K $1.37M
May 13, 2025 Q1 2025
Kovitz Investment Group Partners, LLC

BUY
 -
67
+ 0.94%
$7.43K - $8.12K
7.17K $834K
May 02, 2025 Q1 2025
First Command Advisory Services, Inc.

BUY
 -
55
New
$6.1K - $6.66K
55 $6.4K
Apr 22, 2025 Q1 2025
Madison Wealth Partners, Inc

BUY
 -
53
+ 1.41%
$5.88K - $6.42K
3.82K $444K
May 13, 2025 Q1 2025
Aviso Financial Inc.

Toronto, A6
BUY
 -
52
New
$5.76K - $6.3K
52 $6.05K
May 15, 2025 Q1 2025
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
50
+ 2.06%
$5.54K - $6.06K
2.47K $288K
May 14, 2025 Q1 2025
Patten Group, Inc.

BUY
 -
47
+ 0.49%
$5.21K - $5.69K
9.72K $1.13M
May 07, 2025 Q1 2025
Jsf Financial, LLC

BUY
 -
45
+ 0.66%
$4.99K - $5.45K
6.91K $804K
Apr 10, 2025 Q1 2025
Maltin Wealth Management, Inc.

BUY
 -
42
+ 0.09%
$4.66K - $5.09K
45.6K $5.31M
May 15, 2025 Q1 2025
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
39
+ 1.1%
$4.32K - $4.72K
3.57K $415K
Apr 22, 2025 Q1 2025
Shum Financial Group, Inc.

Alameda, CA
BUY
 -
35
+ 1.08%
$3.88K - $4.24K
3.29K $382K
Apr 29, 2025 Q1 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
28
+ 0.61%
$3.1K - $3.39K
4.61K $536K
May 02, 2025 Q1 2025
Creekmur Asset Management LLC

Morton, IL
BUY
 -
26
+ 0.58%
$2.88K - $3.15K
4.47K $520K
Apr 16, 2025 Q1 2025
David J Yvars Group

BUY
 -
24
+ 0.5%
$2.66K - $2.91K
4.78K $556K
May 12, 2025 Q1 2025
Meridian Wealth Management, LLC

BUY
 -
21
+ 0.63%
$2.33K - $2.54K
3.37K $392K
Apr 21, 2025 Q1 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
21
+ 0.18%
$2.33K - $2.54K
11.7K $1.37M
Apr 21, 2025 Q1 2025
Means Investment Co., Inc.

BUY
 -
19
+ 0.66%
$2.11K - $2.3K
2.88K $335K
May 15, 2025 Q1 2025
Signature Estate & Investment Advisors LLC

BUY
 -
18
+ 0.2%
$2K - $2.18K
8.82K $1.03M
Apr 25, 2025 Q1 2025
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
17
+ 0.63%
$1.88K - $2.06K
2.74K $318K
May 05, 2025 Q1 2025
Summit Wealth & Retirement Planning, Inc.

BUY
 -
17
+ 0.42%
$1.88K - $2.06K
4.02K $468K
Apr 28, 2025 Q1 2025
Weaver Consulting Group

BUY
 -
17
+ 0.17%
$1.88K - $2.06K
9.89K $1.15M
Apr 09, 2025 Q1 2025
Hbw Advisory Services LLC

BUY
 -
17
+ 0.63%
$1.88K - $2.06K
2.7K $314K
May 09, 2025 Q1 2025
Sfmg, LLC

BUY
 -
16
+ 0.6%
$1.77K - $1.94K
2.66K $310K
May 01, 2025 Q1 2025
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
16
+ 0.4%
$1.77K - $1.94K
4.04K $470K
Apr 17, 2025 Q1 2025
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
16
+ 0.31%
$1.77K - $1.94K
5.2K $604K
Apr 10, 2025 Q1 2025
Cathy Pareto & Associates, Inc

Coral Gables, FL
BUY
 -
15
+ 0.5%
$1.66K - $1.82K
3.01K $350K
Apr 18, 2025 Q1 2025
Tennessee Valley Asset Management Partners

BUY
 -
15
+ 0.44%
$1.66K - $1.82K
3.45K $401K
May 13, 2025 Q1 2025
Coldstream Capital Management Inc

BUY
 -
15
+ 0.39%
$1.66K - $1.82K
3.82K $444K
May 01, 2025 Q1 2025
Asset Dedication, LLC

BUY
 -
15
New
$1.66K - $1.82K
15 $1.74K
Apr 28, 2025 Q1 2025
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
14
+ 0.14%
$1.55K - $1.7K
10.3K $1.2M
May 13, 2025 Q1 2025
High Falls Advisors, Inc

Rochester, NY
BUY
 -
14
+ 0.69%
$1.55K - $1.7K
2.05K $239K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
14
New
$1.55K - $1.7K
14 $1.63K
Apr 29, 2025 Q1 2025
Investment Partners, Ltd.

BUY
 -
13
+ 0.2%
$1.44K - $1.57K
6.58K $766K
May 14, 2025 Q1 2025
Svb Wealth LLC

Boston, MA
BUY
 -
13
New
$1.44K - $1.57K
13 $1.51K
Apr 18, 2025 Q1 2025
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
13
+ 0.71%
$1.44K - $1.57K
1.85K $215K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
12
+ 0.13%
$1.33K - $1.45K
9.33K $1.09M
May 09, 2025 Q1 2025
Clearstead Trust, LLC

Portland, ME
BUY
 -
12
+ 0.66%
$1.33K - $1.45K
1.84K $214K
May 13, 2025 Q1 2025
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
12
+ 0.58%
$1.33K - $1.45K
2.09K $243K
Apr 29, 2025 Q1 2025
Liberty Square Wealth Partners LLC

Bethlehem, PA
BUY
 -
11
+ 0.06%
$1.22K - $1.33K
18.1K $2.11M
Apr 29, 2025 Q1 2025
Hexagon Capital Partners LLC

BUY
 -
10
New
$1.11K - $1.21K
10 $1.16K
May 09, 2025 Q1 2025
Flagship Wealth Advisors, LLC

Wakefield, MA
BUY
 -
10
+ 0.3%
$1.11K - $1.21K
3.3K $384K
May 09, 2025 Q1 2025
Thoroughbred Financial Services, LLC

BUY
 -
10
+ 0.36%
$1.11K - $1.21K
2.81K $326K
May 15, 2025 Q1 2025
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
9
+ 0.43%
$998 - $1.09K
2.08K $242K
Apr 21, 2025 Q1 2025
Barrett & Company, Inc.

Providence, RI
BUY
 -
8
+ 0.27%
$887 - $969
2.98K $347K
Apr 14, 2025 Q1 2025
Investment Advisory Group, LLC

BUY
 -
7
+ 0.04%
$776 - $848
18.1K $2.11M
Apr 17, 2025 Q1 2025
Hengehold Capital Management LLC

BUY
 -
7
+ 0.18%
$776 - $848
3.8K $442K
May 02, 2025 Q1 2025
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
6
+ 0.08%
$665 - $727
7.36K $856K

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