Purchases and Sales Made in Q2 2025 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
107K+ 141.1% |
$11.6M - $12.9M
|
183K
$21.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
45.1KNew |
$4.89M - $5.44M
|
45.1K
$5.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
36.8K+ 481.61% |
$3.99M - $4.43M
|
44.4K
$5.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
34KNew |
$3.69M - $4.1M
|
34K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
30.9K+ 19.88% |
$3.35M - $3.72M
|
186K
$22.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.5K+ 3.39% |
$2.77M - $3.08M
|
779K
$93.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
16.1KNew |
$1.74M - $1.94M
|
16.1K
$1.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
14.6K+ 2.34% |
$1.58M - $1.76M
|
636K
$76.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13.2KNew |
$1.43M - $1.59M
|
13.2K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
12.1KNew |
$1.31M - $1.45M
|
12.1K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
9.21K+ 38.97% |
$999K - $1.11M
|
32.9K
$3.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.5K+ 67.42% |
$921K - $1.02M
|
21.1K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.53K+ 99.3% |
$708K - $787K
|
13.1K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
6.25K+ 3.88% |
$678K - $753K
|
168K
$20.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
6.17K+ 165.63% |
$669K - $743K
|
9.89K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6.02K+ 4.25% |
$653K - $725K
|
148K
$17.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.9K+ 6.34% |
$639K - $710K
|
98.9K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.52KNew |
$599K - $666K
|
5.52K
$663K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.18K+ 94.89% |
$562K - $624K
|
10.6K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.99KNew |
$541K - $601K
|
4.99K
$598K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.18K+ 176.58% |
$453K - $503K
|
6.54K
$785K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.31KNew |
$359K - $399K
|
3.31K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.89K+ 12.62% |
$313K - $348K
|
25.8K
$3.09M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.24K+ 20.43% |
$243K - $270K
|
13.2K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.04K+ 2.02% |
$221K - $245K
|
103K
$12.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.99KNew |
$216K - $240K
|
1.99K
$239K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.96KNew |
$213K - $236K
|
1.96K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.93K+ 13.62% |
$209K - $232K
|
16.1K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.88KNew |
$204K - $227K
|
1.88K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.81K+ 3.82% |
$196K - $218K
|
49.2K
$5.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.79KNew |
$194K - $216K
|
1.79K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.75K+ 1.98% |
$190K - $211K
|
90.1K
$10.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.74K+ 276.59% |
$188K - $209K
|
2.37K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.73KNew |
$188K - $209K
|
1.73K
$208K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.64K+ 4.73% |
$178K - $198K
|
36.3K
$4.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 52.54% |
$168K - $187K
|
4.5K
$540K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.35K+ 3.64% |
$146K - $163K
|
38.4K
$4.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1.08K+ 18.37% |
$117K - $130K
|
6.95K
$834K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1K+ 3.49% |
$109K - $121K
|
29.8K
$3.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1KNew |
$108K - $121K
|
1K
$120K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
975+ 5.11% |
$106K - $117K
|
20K
$2.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
903+ 2580.0% |
$97.9K - $109K
|
938
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
869+ 10.49% |
$94.2K - $105K
|
9.15K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
844+ 30.86% |
$91.5K - $102K
|
3.58K
$429K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
754+ 40.65% |
$81.7K - $90.9K
|
2.61K
$313K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
729+ 27.58% |
$79K - $87.9K
|
3.37K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
713+ 3.52% |
$77.3K - $85.9K
|
21K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
695+ 1.88% |
$75.3K - $83.8K
|
37.6K
$4.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
679+ 7.04% |
$73.6K - $81.8K
|
10.3K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
671+ 0.15% |
$72.7K - $80.9K
|
459K
$55M
|