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
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.47K+ 27.61% |
$919K - $1.02M
|
39.2K
$4.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
8.14KNew |
$883K - $981K
|
8.14K
$964K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
7.89KNew |
$855K - $951K
|
7.89K
$934K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.5K+ 2.68% |
$813K - $903K
|
287K
$34M
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
6.79K+ 6.24% |
$736K - $818K
|
116K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.69K+ 110.32% |
$726K - $807K
|
12.8K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.59K+ 24.53% |
$715K - $795K
|
33.5K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
6.53K+ 99.3% |
$708K - $787K
|
13.1K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
6.25K+ 3.88% |
$678K - $753K
|
168K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.25K+ 356.91% |
$677K - $753K
|
8K
$946K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.18K+ 3.72% |
$670K - $744K
|
172K
$20.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
6.17K+ 165.63% |
$669K - $743K
|
9.89K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.06KNew |
$657K - $730K
|
6.06K
$717K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6.02K+ 4.25% |
$653K - $725K
|
148K
$17.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.9K+ 6.34% |
$639K - $710K
|
98.9K
$11.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5.75KNew |
$623K - $693K
|
5.75K
$680K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.65K+ 12.39% |
$612K - $681K
|
51.2K
$6.06M
|
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
5.62K+ 8.3% |
$609K - $678K
|
73.3K
$8.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.52KNew |
$599K - $666K
|
5.52K
$654K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.52K+ 3.6% |
$598K - $665K
|
159K
$18.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.3KNew |
$575K - $639K
|
5.3K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.3KNew |
$574K - $638K
|
5.3K
$627K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.24K+ 11.48% |
$568K - $631K
|
50.9K
$6.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.21K+ 0.41% |
$565K - $628K
|
1.28M
$152M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.18K+ 94.89% |
$562K - $624K
|
10.6K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.14K+ 11.8% |
$557K - $619K
|
48.7K
$5.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.99KNew |
$541K - $601K
|
4.99K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
4.18K+ 176.58% |
$453K - $503K
|
6.54K
$774K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.16KNew |
$451K - $501K
|
4.16K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.08KNew |
$442K - $491K
|
4.08K
$483K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.75K+ 1.91% |
$407K - $452K
|
200K
$23.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.75K+ 1550.0% |
$407K - $452K
|
3.99K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.44K+ 172.66% |
$372K - $414K
|
5.43K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.39K+ 18.62% |
$368K - $409K
|
21.6K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.39KNew |
$368K - $409K
|
3.39K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.31KNew |
$359K - $399K
|
3.31K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.23K+ 24.65% |
$350K - $389K
|
16.3K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
3.15K+ 6.2% |
$342K - $380K
|
54K
$6.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.12K+ 51983.33% |
$338K - $376K
|
3.13K
$370K
|
|
|
Aug 28, 2025
Q2 2025
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
BUY
|
- |
2.96KNew |
$321K - $357K
|
2.96K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.95K+ 10.76% |
$320K - $356K
|
30.4K
$3.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.89K+ 12.62% |
$313K - $348K
|
25.8K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
2.54KNew |
$275K - $306K
|
2.54K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.52K+ 10.86% |
$273K - $303K
|
25.7K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
2.5K+ 9.54% |
$270K - $301K
|
28.6K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.47K+ 2.75% |
$268K - $298K
|
92.4K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.45K+ 36.22% |
$266K - $295K
|
9.22K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.41KNew |
$261K - $290K
|
2.41K
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
2.35K+ 77.54% |
$255K - $284K
|
5.39K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.29KNew |
$248K - $276K
|
2.29K
$271K
|