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
|
Betterment LLC
New York, NY |
SELL
|
- |
-35- 1.39% |
$3.88K - $4.24K
|
2.49K
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-39- 0.82% |
$4.32K - $4.72K
|
4.71K
$548K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-40- 0.65% |
$4.43K - $4.84K
|
6.12K
$711K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-40- 0.7% |
$4.43K - $4.84K
|
5.64K
$656K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-42- 0.23% |
$4.66K - $5.09K
|
18.1K
$2.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-45- 1.35% |
$4.99K - $5.45K
|
3.29K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-45- 0.35% |
$4.99K - $5.45K
|
12.6K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-47- 0.33% |
$5.21K - $5.69K
|
14.2K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-47- 0.29% |
$5.21K - $5.69K
|
16.2K
$1.88M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-48- 2.55% |
$5.32K - $5.81K
|
1.84K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-48- 1.76% |
$5.32K - $5.81K
|
2.68K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.79% |
$5.54K - $6.06K
|
6.27K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-51- 16.24% |
$5.65K - $6.18K
|
263
$30.6K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-52- 0.06% |
$5.76K - $6.3K
|
93K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-55- 1.91% |
$6.1K - $6.66K
|
2.83K
$329K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-57- 2.12% |
$6.32K - $6.9K
|
2.63K
$306K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-58- 0.61% |
$6.43K - $7.02K
|
9.49K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-60- 3.3% |
$6.65K - $7.27K
|
1.76K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-62- 0.24% |
$6.87K - $7.51K
|
25.7K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-64- 0.31% |
$7.1K - $7.75K
|
20.3K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-64- 0.44% |
$7.1K - $7.75K
|
14.3K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-74- 56.49% |
$8.2K - $8.96K
|
57
$6.63K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-75- 3.56% |
$8.31K - $9.08K
|
2.03K
$236K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-77- 0.71% |
$8.54K - $9.33K
|
10.8K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-78- 0.23% |
$8.65K - $9.45K
|
34.3K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-80- 0.96% |
$8.87K - $9.69K
|
8.29K
$963K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-84- 1.51% |
$9.31K - $10.2K
|
5.47K
$636K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-88- 4.23% |
$9.76K - $10.7K
|
1.99K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-88- 0.54% |
$9.76K - $10.7K
|
16.3K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-89- 3.39% |
$9.87K - $10.8K
|
2.53K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-92- 0.56% |
$10.2K - $11.1K
|
16.2K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-94- 0.45% |
$10.4K - $11.4K
|
20.7K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-97- 3.15% |
$10.8K - $11.7K
|
2.99K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-99- 2.4% |
$11K - $12K
|
4.03K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 2.64% |
$11.1K - $12.1K
|
3.69K
$429K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 2.81% |
$11.1K - $12.1K
|
3.46K
$402K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-102- 0.63% |
$11.3K - $12.4K
|
16.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-113- 0.84% |
$12.5K - $13.7K
|
13.3K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-118- 8.69% |
$13.1K - $14.3K
|
1.24K
$144K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-128- 0.96% |
$14.2K - $15.5K
|
13.2K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-130- 3.36% |
$14.4K - $15.7K
|
3.73K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-131- 0.95% |
$14.5K - $15.9K
|
13.7K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-131- 2.41% |
$14.5K - $15.9K
|
5.29K
$616K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-136- 0.89% |
$15.1K - $16.5K
|
15.1K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-137- 4.26% |
$15.2K - $16.6K
|
3.08K
$358K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-138- 5.67% |
$15.3K - $16.7K
|
2.3K
$267K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-145- 2.37% |
$16.1K - $17.6K
|
5.98K
$695K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-147- 0.62% |
$16.3K - $17.8K
|
23.5K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-148- 3.99% |
$16.4K - $17.9K
|
3.56K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-158- 0.51% |
$17.5K - $19.1K
|
30.6K
$3.55M
|