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
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.28KNew |
$247K - $275K
|
2.28K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.26K+ 3.04% |
$245K - $272K
|
76.5K
$9.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.25KNew |
$244K - $271K
|
2.25K
$266K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.24K+ 20.43% |
$243K - $270K
|
13.2K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.04K+ 2.02% |
$221K - $245K
|
103K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$221K - $245K
|
2.03K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.99KNew |
$216K - $240K
|
1.99K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.96KNew |
$213K - $236K
|
1.96K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.93K+ 13.62% |
$209K - $232K
|
16.1K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.88KNew |
$204K - $227K
|
1.88K
$223K
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
1.87KNew |
$203K - $225K
|
1.87K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.81K+ 3.82% |
$196K - $218K
|
49.2K
$5.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.81K+ 58.78% |
$196K - $218K
|
4.88K
$578K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.79KNew |
$194K - $216K
|
1.79K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78KNew |
$192K - $214K
|
1.78K
$210K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.76KNew |
$190K - $211K
|
1.76K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.75K+ 1.98% |
$190K - $211K
|
90.1K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.74K+ 42.48% |
$189K - $210K
|
5.84K
$691K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.74K+ 276.59% |
$188K - $209K
|
2.37K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.73KNew |
$188K - $209K
|
1.73K
$205K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.72KNew |
$186K - $207K
|
1.72K
$204K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.64K+ 4.73% |
$178K - $198K
|
36.3K
$4.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.59K+ 20.07% |
$172K - $191K
|
9.5K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.57K+ 43.7% |
$170K - $189K
|
5.17K
$612K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.57K+ 4.51% |
$170K - $189K
|
36.3K
$4.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 52.54% |
$168K - $187K
|
4.5K
$533K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.55K+ 2.35% |
$168K - $186K
|
67.5K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.54K+ 2.97% |
$166K - $185K
|
53.2K
$6.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47K+ 9.85% |
$159K - $177K
|
16.4K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.41K+ 3.33% |
$152K - $169K
|
43.7K
$5.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.35K+ 3.64% |
$146K - $163K
|
38.4K
$4.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.33K+ 16.34% |
$144K - $160K
|
9.48K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.2K+ 14.22% |
$130K - $144K
|
9.62K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.19K+ 11.63% |
$129K - $143K
|
11.4K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.18K+ 1.67% |
$128K - $142K
|
71.9K
$8.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1.08K+ 18.37% |
$117K - $130K
|
6.95K
$823K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.05K+ 5.08% |
$114K - $126K
|
21.7K
$2.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1K+ 3.49% |
$109K - $121K
|
29.8K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1KNew |
$108K - $121K
|
1K
$118K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
975+ 5.11% |
$106K - $117K
|
20K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
939+ 4.48% |
$102K - $113K
|
21.9K
$2.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
903+ 2580.0% |
$97.9K - $109K
|
938
$111K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
900+ 14.16% |
$97.6K - $108K
|
7.26K
$859K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
869+ 10.49% |
$94.2K - $105K
|
9.15K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
844+ 30.86% |
$91.5K - $102K
|
3.58K
$424K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
754+ 40.65% |
$81.7K - $90.9K
|
2.61K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
750New |
$81.3K - $90.4K
|
750
$88.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
734+ 2.07% |
$79.6K - $88.5K
|
36.2K
$4.28M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
729+ 27.58% |
$79K - $87.9K
|
3.37K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
713+ 3.52% |
$77.3K - $85.9K
|
21K
$2.48M
|