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 31, 2025
Q2 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-998- 3.2% |
$108K - $120K
|
30.1K
$3.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.02K- 7.69% |
$110K - $123K
|
12.2K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.04K- 35.88% |
$113K - $126K
|
1.86K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 8.35% |
$118K - $132K
|
12K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.15K- 5.98% |
$125K - $139K
|
18.1K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 3.46% |
$130K - $144K
|
33.4K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21K- 2.32% |
$131K - $146K
|
50.9K
$6.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-1.22K- 36.41% |
$132K - $146K
|
2.12K
$251K
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.22K- 8.83% |
$132K - $147K
|
12.6K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 1.38% |
$137K - $153K
|
90.4K
$10.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.34K- 7.1% |
$145K - $161K
|
17.5K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.35K- 7.48% |
$146K - $162K
|
16.7K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.37K- 26.92% |
$148K - $165K
|
3.71K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.37K- 9.03% |
$149K - $165K
|
13.8K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.47K- 5.99% |
$160K - $177K
|
23.1K
$2.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.66K- 2.57% |
$180K - $200K
|
63K
$7.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.75K- 32.59% |
$189K - $210K
|
3.61K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.77K- 35.01% |
$192K - $213K
|
3.28K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.85K- 1.71% |
$200K - $222K
|
106K
$12.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.89K- 12.52% |
$205K - $228K
|
13.2K
$1.56M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.91K- 28.0% |
$207K - $231K
|
4.92K
$582K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.19K- 7.37% |
$238K - $264K
|
27.6K
$3.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.27K- 45.95% |
$246K - $273K
|
2.67K
$316K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.34K- 14.93% |
$253K - $282K
|
13.3K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.35K- 45.27% |
$255K - $284K
|
2.85K
$337K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.38K- 2.46% |
$258K - $287K
|
94.2K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.41K- 39.31% |
$262K - $291K
|
3.73K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.44K- 51.13% |
$265K - $294K
|
2.33K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.5K- 39.07% |
$271K - $301K
|
3.9K
$461K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.55K- 96.95% |
$276K - $307K
|
80
$9.47K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.55K- 19.44% |
$276K - $307K
|
10.6K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.75K- 51.08% |
$298K - $331K
|
2.63K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-3.13K- 3.04% |
$339K - $377K
|
99.8K
$11.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.39K- 34.92% |
$368K - $409K
|
6.32K
$749K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.74K- 15.3% |
$406K - $451K
|
20.7K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.76K- 12.58% |
$408K - $453K
|
26.1K
$3.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.8K- 99.84% |
$412K - $458K
|
6
$710
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.85K- 55.66% |
$418K - $464K
|
3.07K
$363K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.97K- 6.76% |
$431K - $479K
|
54.8K
$6.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.1K- 15.21% |
$444K - $494K
|
22.8K
$2.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.12K- 50.63% |
$447K - $497K
|
4.02K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.36K- 61.08% |
$472K - $525K
|
2.78K
$329K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-4.55K- 64.47% |
$493K - $548K
|
2.51K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-4.78K- 15.62% |
$518K - $576K
|
25.8K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.89K- 19.0% |
$530K - $589K
|
20.8K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-5.05K- 2.45% |
$547K - $608K
|
201K
$23.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.06K- 28.11% |
$548K - $609K
|
12.9K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.13K- 76.37% |
$556K - $618K
|
1.59K
$188K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.24K- 69.2% |
$568K - $632K
|
2.33K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.78K- 12.93% |
$626K - $696K
|
38.9K
$4.6M
|