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
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
10+ 0.3% |
$1.11K - $1.21K
|
3.3K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9+ 0.43% |
$998 - $1.09K
|
2.08K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.27% |
$887 - $969
|
2.98K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.04% |
$776 - $848
|
18.1K
$2.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.18% |
$776 - $848
|
3.8K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
6+ 0.19% |
$665 - $727
|
3.15K
$373K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.08% |
$665 - $727
|
7.36K
$871K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5+ 0.19% |
$554 - $606
|
2.62K
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5+ 0.13% |
$554 - $606
|
3.82K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
5+ 0.14% |
$554 - $606
|
3.64K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5+ 0.17% |
$554 - $606
|
2.92K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.67% |
$443 - $484
|
597
$70.7K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4+ 0.58% |
$443 - $484
|
698
$82.6K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.12% |
$443 - $484
|
3.38K
$400K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.75% |
$333 - $363
|
401
$47.5K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$333 - $363
|
778
$92.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$333 - $363
|
9.72K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.27% |
$333 - $363
|
1.13K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.1% |
$333 - $363
|
2.99K
$354K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.57% |
$222 - $242
|
352
$41.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.1% |
$222 - $242
|
1.99K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.01% |
$222 - $242
|
13.4K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$111 - $121
|
2.2K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$111 - $121
|
4.68K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$111 - $121
|
1.94K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$111 - $121
|
552
$65.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$111 - $121
|
2.43K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$111 - $121
|
9.39K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.41% |
$111 - $121
|
242
$28.6K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.03% |
$111 - $121
|
3.16K
$373K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.03% |
$111 - $121
|
3.05K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$111 - $121
|
1.49K
$176K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.25% |
$111 - $121
|
400
$47.3K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 28.57% |
$222 - $242
|
5
$592
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2- 0.04% |
$222 - $242
|
5.41K
$640K
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4- 0.1% |
$443 - $484
|
4.07K
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.21% |
$443 - $484
|
1.91K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6- 0.52% |
$665 - $727
|
1.14K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7- 0.13% |
$776 - $848
|
5.42K
$642K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8- 0.16% |
$887 - $969
|
5.09K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-9- 0.12% |
$998 - $1.09K
|
7.58K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-9- 0.33% |
$998 - $1.09K
|
2.7K
$320K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-9- 0.51% |
$998 - $1.09K
|
1.74K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.68% |
$1.11K - $1.21K
|
1.47K
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.08% |
$1.55K - $1.7K
|
16.6K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15- 0.11% |
$1.66K - $1.82K
|
13.1K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 0.45% |
$1.77K - $1.94K
|
3.56K
$421K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-20- 3.63% |
$2.22K - $2.42K
|
531
$62.8K
|