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
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
695+ 2.31% |
$75.3K - $83.8K
|
30.8K
$3.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
695+ 1.88% |
$75.3K - $83.8K
|
37.6K
$4.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
684+ 4.99% |
$74.2K - $82.4K
|
14.4K
$1.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
680+ 4533.33% |
$73.7K - $81.9K
|
695
$82.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
679+ 7.04% |
$73.6K - $81.8K
|
10.3K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
671+ 0.15% |
$72.7K - $80.9K
|
459K
$54.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
647+ 14.41% |
$70.1K - $78K
|
5.14K
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
637+ 2.27% |
$69.1K - $76.8K
|
28.8K
$3.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
620+ 4.15% |
$67.2K - $74.7K
|
15.6K
$1.84M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
603+ 20.19% |
$65.4K - $72.7K
|
3.59K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
584+ 189.0% |
$63.3K - $70.4K
|
893
$106K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
566New |
$61.4K - $68.2K
|
566
$67K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
555+ 1.73% |
$60.2K - $66.9K
|
32.6K
$3.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
552+ 56.04% |
$59.8K - $66.5K
|
1.54K
$182K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
541+ 26.02% |
$58.6K - $65.2K
|
2.62K
$310K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
530+ 0.34% |
$57.5K - $63.9K
|
157K
$18.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
526+ 3.6% |
$57K - $63.4K
|
15.2K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
517+ 1.14% |
$56K - $62.3K
|
45.7K
$5.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
512+ 44.83% |
$55.5K - $61.7K
|
1.65K
$196K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
500+ 50000.0% |
$54.2K - $60.3K
|
501
$59.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
500New |
$54.2K - $60.3K
|
500
$59.2K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
492+ 2.09% |
$53.3K - $59.3K
|
24K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
490+ 2.93% |
$53.1K - $59K
|
17.2K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
483+ 4.47% |
$52.4K - $58.2K
|
11.3K
$1.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
473+ 4.78% |
$51.3K - $57K
|
10.4K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
460+ 8.13% |
$49.9K - $55.4K
|
6.12K
$724K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
460+ 24.17% |
$49.9K - $55.4K
|
2.36K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
455+ 3.2% |
$49.3K - $54.8K
|
14.7K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
447+ 0.54% |
$48.5K - $53.9K
|
83.8K
$9.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
440+ 22.67% |
$47.7K - $53K
|
2.38K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
440+ 1.23% |
$47.7K - $53K
|
36.1K
$4.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
435New |
$47.2K - $52.4K
|
435
$51.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
431+ 22.89% |
$46.7K - $51.9K
|
2.31K
$274K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
429+ 1.55% |
$46.5K - $51.7K
|
28.1K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
414+ 11.09% |
$44.9K - $49.9K
|
4.15K
$491K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
413+ 1.57% |
$44.8K - $49.8K
|
26.7K
$3.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
404+ 4.73% |
$43.8K - $48.7K
|
8.94K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
403+ 7.37% |
$43.7K - $48.6K
|
5.87K
$695K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
401+ 2.23% |
$43.5K - $48.3K
|
18.4K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
400New |
$43.4K - $48.2K
|
400
$47.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
385+ 0.55% |
$41.7K - $46.4K
|
69.8K
$8.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
374+ 4.53% |
$40.5K - $45.1K
|
8.64K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
373+ 12.95% |
$40.4K - $45K
|
3.25K
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
353+ 0.22% |
$38.3K - $42.5K
|
161K
$19M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
341+ 2.95% |
$37K - $41.1K
|
11.9K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
338+ 16.28% |
$36.6K - $40.7K
|
2.41K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
331+ 1.26% |
$35.9K - $39.9K
|
26.7K
$3.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
326+ 2.76% |
$35.3K - $39.3K
|
12.2K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
322+ 12.09% |
$34.9K - $38.8K
|
2.99K
$353K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
318+ 1.91% |
$34.5K - $38.3K
|
17K
$2.01M
|