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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-165- 1.35% |
$18.3K - $20K
|
12.1K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-166- 3.12% |
$18.4K - $20.1K
|
5.15K
$599K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-169- 2.8% |
$18.7K - $20.5K
|
5.88K
$683K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-170- 0.33% |
$18.8K - $20.6K
|
50.7K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-170- 5.14% |
$18.8K - $20.6K
|
3.14K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-174- 0.76% |
$19.3K - $21.1K
|
22.8K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-175- 19.89% |
$19.4K - $21.2K
|
705
$82K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-177- 4.43% |
$19.6K - $21.4K
|
3.81K
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-178- 3.53% |
$19.7K - $21.6K
|
4.87K
$566K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-188- 10.4% |
$20.8K - $22.8K
|
1.62K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-194- 0.59% |
$21.5K - $23.5K
|
32.8K
$3.82M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-202- 1.23% |
$22.4K - $24.5K
|
16.2K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-213- 6.73% |
$23.6K - $25.8K
|
2.95K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-217- 0.37% |
$24.1K - $26.3K
|
58.8K
$6.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-220- 10.38% |
$24.4K - $26.6K
|
1.9K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-222- 0.74% |
$24.6K - $26.9K
|
29.8K
$3.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-223- 10.59% |
$24.7K - $27K
|
1.88K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-232- 10.44% |
$25.7K - $28.1K
|
1.99K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-241- 1.26% |
$26.7K - $29.2K
|
18.9K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-242- 0.93% |
$26.8K - $29.3K
|
25.9K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-245- 1.84% |
$27.2K - $29.7K
|
13.1K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-245- 2.22% |
$27.2K - $29.7K
|
10.8K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-253- 1.39% |
$28K - $30.6K
|
18K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-256- 46.38% |
$28.4K - $31K
|
296
$34.4K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-257- 1.08% |
$28.5K - $31.1K
|
23.5K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-264- 8.97% |
$29.3K - $32K
|
2.68K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-265- 3.16% |
$29.4K - $32.1K
|
8.12K
$944K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-266- 46.26% |
$29.5K - $32.2K
|
309
$35.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-274- 2.75% |
$30.4K - $33.2K
|
9.7K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-279- 1.42% |
$30.9K - $33.8K
|
19.3K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-299- 1.34% |
$33.1K - $36.2K
|
22K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-300- 7.15% |
$33.3K - $36.3K
|
3.9K
$453K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-302- 25.44% |
$33.5K - $36.6K
|
885
$103K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-314- 2.33% |
$34.8K - $38K
|
13.2K
$1.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-314- 7.81% |
$34.8K - $38K
|
3.7K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-326- 1.01% |
$36.1K - $39.5K
|
32.1K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-330- 7.2% |
$36.6K - $40K
|
4.26K
$495K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-331- 12.63% |
$36.7K - $40.1K
|
2.29K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-334- 4.56% |
$37K - $40.5K
|
6.98K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-339- 6.83% |
$37.6K - $41.1K
|
4.62K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-341- 13.26% |
$37.8K - $41.3K
|
2.23K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-347- 39.57% |
$38.5K - $42K
|
530
$61.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-351- 0.34% |
$38.9K - $42.5K
|
103K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-358- 14.71% |
$39.7K - $43.4K
|
2.08K
$241K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-369- 3.03% |
$40.9K - $44.7K
|
11.8K
$1.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-370- 9.62% |
$41K - $44.8K
|
3.48K
$404K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-384- 14.94% |
$42.6K - $46.5K
|
2.19K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-387- 2.78% |
$42.9K - $46.9K
|
13.5K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-420- 0.47% |
$46.6K - $50.9K
|
88.3K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-423- 2.68% |
$46.9K - $51.2K
|
15.4K
$1.79M
|