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 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-19- 2.5% |
$2.06K - $2.29K
|
740
$87.6K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 1.3% |
$2.28K - $2.53K
|
1.6K
$189K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-21- 0.22% |
$2.28K - $2.53K
|
9.67K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-23- 0.91% |
$2.49K - $2.77K
|
2.51K
$297K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-24- 3.81% |
$2.6K - $2.89K
|
606
$71.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 3.55% |
$2.71K - $3.01K
|
680
$80.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-29- 5.25% |
$3.14K - $3.49K
|
523
$61.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-30- 0.23% |
$3.25K - $3.62K
|
13K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-30- 10.24% |
$3.25K - $3.62K
|
263
$31.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-32- 0.41% |
$3.47K - $3.86K
|
7.8K
$923K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.23% |
$3.58K - $3.98K
|
14.1K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-34- 6.4% |
$3.69K - $4.1K
|
497
$58.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-34- 0.15% |
$3.69K - $4.1K
|
22.8K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-34- 0.87% |
$3.69K - $4.1K
|
3.87K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 1.04% |
$3.79K - $4.22K
|
3.34K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-35- 0.58% |
$3.79K - $4.22K
|
5.97K
$706K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-36- 1.99% |
$3.9K - $4.34K
|
1.77K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-39- 1.78% |
$4.23K - $4.7K
|
2.15K
$254K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-40- 0.55% |
$4.34K - $4.82K
|
7.27K
$860K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41- 0.76% |
$4.44K - $4.94K
|
5.37K
$635K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-41- 2.06% |
$4.44K - $4.94K
|
1.95K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-42- 0.22% |
$4.55K - $5.06K
|
19.3K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-43- 0.21% |
$4.66K - $5.18K
|
20.7K
$2.45M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-46- 0.25% |
$4.99K - $5.54K
|
18.1K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-50- 1.96% |
$5.42K - $6.03K
|
2.5K
$295K
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-52- 0.69% |
$5.64K - $6.27K
|
7.53K
$891K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-52- 0.29% |
$5.64K - $6.27K
|
18.1K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-57- 1.61% |
$6.18K - $6.87K
|
3.47K
$411K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-64- 0.54% |
$6.94K - $7.71K
|
11.7K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-65- 1.0% |
$7.05K - $7.83K
|
6.47K
$765K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-69- 0.35% |
$7.48K - $8.32K
|
19.4K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-70- 2.13% |
$7.59K - $8.44K
|
3.22K
$381K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 1.9% |
$7.59K - $8.44K
|
3.62K
$428K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-70- 1.32% |
$7.59K - $8.44K
|
5.25K
$621K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-74- 1.52% |
$8.02K - $8.92K
|
4.79K
$567K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 0.72% |
$8.13K - $9.04K
|
10.3K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-79- 2.47% |
$8.56K - $9.52K
|
3.12K
$369K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-81- 3.07% |
$8.78K - $9.76K
|
2.56K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-85- 0.9% |
$9.21K - $10.2K
|
9.41K
$1.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-85- 1.8% |
$9.21K - $10.2K
|
4.64K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-85- 3.17% |
$9.21K - $10.2K
|
2.6K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-85- 0.65% |
$9.21K - $10.2K
|
13K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-88- 0.26% |
$9.54K - $10.6K
|
34.2K
$4.04M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-90- 15.73% |
$9.76K - $10.8K
|
482
$57K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-95- 0.79% |
$10.3K - $11.4K
|
12K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 5.09% |
$10.4K - $11.6K
|
1.79K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-98- 1.11% |
$10.6K - $11.8K
|
8.7K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-101- 1.23% |
$10.9K - $12.2K
|
8.1K
$958K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-101- 1.86% |
$10.9K - $12.2K
|
5.32K
$630K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-105- 2.83% |
$11.4K - $12.7K
|
3.6K
$426K
|