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 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
105+ 0.78% |
$11.4K - $12.7K
|
13.6K
$1.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 1.18% |
$10.8K - $12.1K
|
8.59K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
100+ 5.99% |
$10.8K - $12.1K
|
1.77K
$209K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
91+ 0.62% |
$9.87K - $11K
|
14.8K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
84+ 1.3% |
$9.11K - $10.1K
|
6.57K
$778K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80+ 0.06% |
$8.67K - $9.64K
|
129K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
77+ 0.26% |
$8.35K - $9.28K
|
29.9K
$3.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
77+ 0.42% |
$8.35K - $9.28K
|
18.2K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
76+ 0.38% |
$8.24K - $9.16K
|
20.3K
$2.41M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
72+ 0.86% |
$7.81K - $8.68K
|
8.46K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
70+ 0.79% |
$7.59K - $8.44K
|
8.95K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
65+ 1.12% |
$7.05K - $7.83K
|
5.86K
$693K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
64+ 5.16% |
$6.94K - $7.71K
|
1.3K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
62+ 0.11% |
$6.72K - $7.47K
|
55.1K
$6.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
61+ 2.07% |
$6.61K - $7.35K
|
3.01K
$357K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58+ 1.26% |
$6.29K - $6.99K
|
4.67K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
53+ 2.26% |
$5.75K - $6.39K
|
2.4K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
52+ 0.75% |
$5.64K - $6.27K
|
6.97K
$824K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 19.01% |
$5.42K - $6.03K
|
313
$37K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48+ 0.39% |
$5.2K - $5.78K
|
12.3K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
37+ 1.23% |
$4.01K - $4.46K
|
3.05K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
36+ 0.21% |
$3.9K - $4.34K
|
17.2K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32New |
$3.47K - $3.86K
|
32
$3.79K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
30+ 0.67% |
$3.25K - $3.62K
|
4.5K
$533K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.93% |
$3.14K - $3.49K
|
3.16K
$374K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28+ 0.27% |
$3.04K - $3.37K
|
10.4K
$1.23M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 1.7% |
$2.71K - $3.01K
|
1.5K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
24+ 0.45% |
$2.6K - $2.89K
|
5.32K
$629K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
23+ 0.8% |
$2.49K - $2.77K
|
2.9K
$343K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
22New |
$2.39K - $2.65K
|
22
$2.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.77% |
$2.28K - $2.53K
|
2.74K
$324K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
19+ 0.62% |
$2.06K - $2.29K
|
3.08K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
18+ 0.45% |
$1.95K - $2.17K
|
4.06K
$481K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.84K - $2.05K
|
17
$2.01K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17+ 1.22% |
$1.84K - $2.05K
|
1.41K
$167K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.47% |
$1.73K - $1.93K
|
3.4K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
15+ 0.82% |
$1.63K - $1.81K
|
1.85K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
15+ 0.23% |
$1.63K - $1.81K
|
6.6K
$781K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
15+ 0.13% |
$1.63K - $1.81K
|
11.8K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 0.76% |
$1.52K - $1.69K
|
1.86K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
13+ 0.07% |
$1.41K - $1.57K
|
18.1K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
12+ 0.14% |
$1.3K - $1.45K
|
8.83K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12+ 0.36% |
$1.3K - $1.45K
|
3.38K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
12+ 0.36% |
$1.3K - $1.45K
|
3.31K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
11New |
$1.19K - $1.33K
|
11
$1.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 0.55% |
$1.19K - $1.33K
|
2.01K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$1.08K - $1.21K
|
1.78K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.34% |
$1.08K - $1.21K
|
2.99K
$354K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9+ 0.18% |
$976 - $1.08K
|
5.1K
$604K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8+ 0.39% |
$867 - $964
|
2.04K
$241K
|