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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-276- 1.7% |
$29.9K - $33.3K
|
15.9K
$1.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-286- 12.45% |
$31K - $34.5K
|
2.01K
$238K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-300- 2.77% |
$32.5K - $36.2K
|
10.5K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-304- 2.67% |
$33K - $36.6K
|
11.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-318- 0.18% |
$34.5K - $38.3K
|
176K
$20.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-327- 9.18% |
$35.5K - $39.4K
|
3.24K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-328- 3.26% |
$35.6K - $39.5K
|
9.73K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-334- 5.44% |
$36.2K - $40.3K
|
5.8K
$687K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-343- 89.56% |
$37.2K - $41.3K
|
40
$4.73K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-361- 2.1% |
$39.1K - $43.5K
|
16.9K
$1.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-363- 3.02% |
$39.4K - $43.7K
|
11.7K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-369- 0.96% |
$40K - $44.5K
|
38.1K
$4.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-388- 4.68% |
$42.1K - $46.8K
|
7.9K
$935K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-394- 9.78% |
$42.7K - $47.5K
|
3.64K
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-412- 2.37% |
$44.7K - $49.7K
|
17K
$2.01M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-420- 6.86% |
$45.5K - $50.6K
|
5.7K
$674K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-428- 14.37% |
$46.4K - $51.6K
|
2.55K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-430- 1.32% |
$46.6K - $51.8K
|
32.2K
$3.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-431- 2.8% |
$46.7K - $51.9K
|
14.9K
$1.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-435- 4.48% |
$47.2K - $52.4K
|
9.28K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-455- 4.57% |
$49.3K - $54.8K
|
9.5K
$1.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-458- 1.21% |
$49.7K - $55.2K
|
37.5K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-470- 3.57% |
$51K - $56.6K
|
12.7K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-471- 11.19% |
$51.1K - $56.8K
|
3.74K
$442K
|
|
|
Aug 11, 2025
Q2 2025
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-476- 1.23% |
$51.6K - $57.4K
|
38.3K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-484- 31.03% |
$52.5K - $58.3K
|
1.08K
$127K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-499- 9.22% |
$54.1K - $60.1K
|
4.91K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-513- 18.28% |
$55.6K - $61.8K
|
2.29K
$271K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-517- 5.1% |
$56K - $62.3K
|
9.62K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-531- 0.57% |
$57.6K - $64K
|
91.9K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-557- 1.76% |
$60.4K - $67.1K
|
31K
$3.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-561- 6.91% |
$60.8K - $67.6K
|
7.55K
$894K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-593- 1.05% |
$64.3K - $71.5K
|
55.9K
$6.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-624- 21.65% |
$67.6K - $75.2K
|
2.26K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-633- 6.7% |
$68.6K - $76.3K
|
8.82K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-648- 8.8% |
$70.2K - $78.1K
|
6.71K
$794K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-650- 83.55% |
$70.5K - $78.3K
|
128
$15.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-661- 19.55% |
$71.7K - $79.7K
|
2.72K
$322K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-680- 2.07% |
$73.7K - $81.9K
|
32.2K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-700- 45.6% |
$75.9K - $84.4K
|
835
$98.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-704- 13.34% |
$76.3K - $84.8K
|
4.57K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-710- 26.29% |
$77K - $85.6K
|
1.99K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-771- 1.98% |
$83.6K - $92.9K
|
38.2K
$4.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-791- 2.79% |
$85.8K - $95.3K
|
27.6K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-793- 3.6% |
$86K - $95.6K
|
21.2K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-804- 0.33% |
$87.2K - $96.9K
|
243K
$28.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-845- 5.49% |
$91.6K - $102K
|
14.6K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-853- 1.19% |
$92.5K - $103K
|
70.8K
$8.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-980- 7.43% |
$106K - $118K
|
12.2K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-985- 20.23% |
$107K - $119K
|
3.88K
$460K
|