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 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.4K- 0.52% |
$803K - $892K
|
1.42M
$168M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-8.43K- 5.01% |
$914K - $1.02M
|
160K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.17K- 69.34% |
$994K - $1.1M
|
4.05K
$480K
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-10K- 13.33% |
$1.08M - $1.21M
|
65K
$7.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10K- 3.87% |
$1.09M - $1.21M
|
250K
$29.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.2K- 55.02% |
$1.11M - $1.23M
|
8.33K
$986K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.8K- 4.06% |
$1.17M - $1.31M
|
256K
$30.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-12.1K- 39.43% |
$1.31M - $1.45M
|
18.5K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.6K- 83.11% |
$1.36M - $1.51M
|
2.55K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
SELL
|
- |
-17.5K- 4.69% |
$1.9M - $2.11M
|
356K
$42.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-19.1K- 24.98% |
$2.07M - $2.3M
|
57.4K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.7K- 31.39% |
$2.13M - $2.37M
|
43K
$5.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 9.95% |
$2.18M - $2.42M
|
182K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.3K- 40.13% |
$2.53M - $2.81M
|
34.8K
$4.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-25.6K- 93.41% |
$2.77M - $3.08M
|
1.81K
$214K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.6K- 61.65% |
$2.78M - $3.09M
|
15.9K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-35.5K- 13.47% |
$3.84M - $4.27M
|
228K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-47.8K- 35.87% |
$5.18M - $5.75M
|
85.4K
$10.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.6K- 53.51% |
$5.27M - $5.86M
|
42.2K
$5M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-59K- 88.65% |
$6.4M - $7.11M
|
7.56K
$894K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-63K- 6.42% |
$6.83M - $7.59M
|
918K
$109M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-64K- 7.73% |
$6.94M - $7.71M
|
764K
$90.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-72.1K- 77.59% |
$7.81M - $8.68M
|
20.8K
$2.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.8K- 28.42% |
$10.5M - $11.7M
|
244K
$28.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-155K- 85.19% |
$16.8M - $18.7M
|
26.9K
$3.19M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-180K- 95.41% |
$19.5M - $21.7M
|
8.67K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-180K- 95.41% |
$19.5M - $21.7M
|
8.67K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-264K- 91.74% |
$28.7M - $31.9M
|
23.8K
$2.82M
|