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 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
314+ 14.22% |
$34K - $37.8K
|
2.52K
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
311+ 8.23% |
$33.7K - $37.5K
|
4.09K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
303+ 1.74% |
$32.8K - $36.5K
|
17.7K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
296+ 2.7% |
$32.1K - $35.7K
|
11.3K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
294+ 9.88% |
$31.9K - $35.4K
|
3.27K
$387K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
265+ 2.79% |
$28.7K - $31.9K
|
9.78K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
262+ 2.09% |
$28.4K - $31.6K
|
12.8K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
260+ 10.22% |
$28.2K - $31.3K
|
2.81K
$332K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
226+ 11.59% |
$24.5K - $27.2K
|
2.18K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
224New |
$24.3K - $27K
|
224
$26.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
223+ 3.19% |
$24.2K - $26.9K
|
7.21K
$853K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
223New |
$24.2K - $26.9K
|
223
$26.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
213+ 4.8% |
$23.1K - $25.7K
|
4.65K
$551K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
200+ 3.86% |
$21.7K - $24.1K
|
5.38K
$637K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
200New |
$21.7K - $24.1K
|
200
$23.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
200+ 6.34% |
$21.7K - $24.1K
|
3.36K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
197+ 12.23% |
$21.4K - $23.7K
|
1.81K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
196+ 1.7% |
$21.2K - $23.6K
|
11.7K
$1.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
188+ 2.5% |
$20.4K - $22.7K
|
7.7K
$911K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
185+ 7.47% |
$20.1K - $22.3K
|
2.66K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
180+ 7.07% |
$19.5K - $21.7K
|
2.73K
$323K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
179+ 0.79% |
$19.4K - $21.6K
|
22.9K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
177+ 0.92% |
$19.2K - $21.3K
|
19.4K
$2.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
169+ 4.89% |
$18.3K - $20.4K
|
3.62K
$429K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
168+ 0.92% |
$18.2K - $20.2K
|
18.5K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
164New |
$17.8K - $19.8K
|
164
$19.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
158+ 1580.0% |
$17.1K - $19K
|
168
$19.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
158+ 5.86% |
$17.1K - $19K
|
2.85K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
155+ 4.06% |
$16.8K - $18.7K
|
3.97K
$470K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
155+ 0.62% |
$16.8K - $18.7K
|
25.2K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
153+ 3.61% |
$16.6K - $18.4K
|
4.39K
$519K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
147+ 0.78% |
$15.9K - $17.7K
|
19K
$2.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
141+ 6.41% |
$15.3K - $17K
|
2.34K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
134+ 6.9% |
$14.5K - $16.1K
|
2.08K
$246K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
132+ 1.66% |
$14.3K - $15.9K
|
8.08K
$957K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
130+ 1.01% |
$14.1K - $15.7K
|
13.1K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
127+ 0.79% |
$13.8K - $15.3K
|
16.3K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
125+ 2.91% |
$13.6K - $15.1K
|
4.42K
$523K
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
125+ 0.77% |
$13.6K - $15.1K
|
16.3K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
124+ 2.59% |
$13.4K - $14.9K
|
4.9K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
123+ 6.91% |
$13.3K - $14.8K
|
1.9K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
119+ 2.03% |
$12.9K - $14.3K
|
5.97K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
115+ 4.85% |
$12.5K - $13.9K
|
2.49K
$294K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
114+ 356.25% |
$12.4K - $13.7K
|
146
$17.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
111+ 1.86% |
$12K - $13.4K
|
6.09K
$721K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
109+ 101.87% |
$11.8K - $13.1K
|
216
$25.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
109New |
$11.8K - $13.1K
|
109
$12.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
108+ 0.67% |
$11.7K - $13K
|
16.3K
$1.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
106+ 5.32% |
$11.5K - $12.8K
|
2.1K
$248K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
106+ 5.2% |
$11.5K - $12.8K
|
2.15K
$254K
|