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 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-111- 1.63% |
$12K - $13.4K
|
6.68K
$791K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-115- 4.61% |
$12.5K - $13.9K
|
2.38K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-118- 3.74% |
$12.8K - $14.2K
|
3.04K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-125- 4.27% |
$13.6K - $15.1K
|
2.8K
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-129- 2.87% |
$14K - $15.5K
|
4.37K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-132- 4.67% |
$14.3K - $15.9K
|
2.7K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-134- 68.72% |
$14.5K - $16.1K
|
61
$7.22K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-135- 0.17% |
$14.6K - $16.3K
|
79.9K
$9.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-137- 1.08% |
$14.9K - $16.5K
|
12.5K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-139- 3.81% |
$15.1K - $16.8K
|
3.51K
$416K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-141- 1.7% |
$15.3K - $17K
|
8.14K
$963K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-148- 3.2% |
$16K - $17.8K
|
4.48K
$530K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-148- 1.32% |
$16K - $17.8K
|
11.1K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-153- 0.79% |
$16.6K - $18.4K
|
19.2K
$2.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-153- 4.28% |
$16.6K - $18.4K
|
3.42K
$405K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-155- 8.16% |
$16.8K - $18.7K
|
1.75K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-160- 5.25% |
$17.3K - $19.3K
|
2.89K
$342K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-160- 3.98% |
$17.3K - $19.3K
|
3.86K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-165- 55.37% |
$17.9K - $19.9K
|
133
$15.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-169- 8.39% |
$18.3K - $20.4K
|
1.85K
$218K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-170- 0.59% |
$18.4K - $20.5K
|
28.6K
$3.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-170- 4.45% |
$18.4K - $20.5K
|
3.65K
$432K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-171- 0.19% |
$18.5K - $20.6K
|
88.5K
$10.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-172- 2.42% |
$18.6K - $20.7K
|
6.93K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-172- 1.61% |
$18.6K - $20.7K
|
10.5K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-175- 4.11% |
$19K - $21.1K
|
4.08K
$483K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-176- 1.33% |
$19.1K - $21.2K
|
13.1K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-178- 1.72% |
$19.3K - $21.5K
|
10.2K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-191- 1.77% |
$20.7K - $23K
|
10.6K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-191- 3.51% |
$20.7K - $23K
|
5.25K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-193- 9.08% |
$20.9K - $23.3K
|
1.93K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-193- 0.75% |
$20.9K - $23.3K
|
25.7K
$3.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-197- 4.52% |
$21.4K - $23.7K
|
4.16K
$492K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-203- 3.94% |
$22K - $24.5K
|
4.94K
$585K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-204- 0.69% |
$22.1K - $24.6K
|
29.5K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-205- 2.24% |
$22.2K - $24.7K
|
8.96K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-205- 2.48% |
$22.2K - $24.7K
|
8.06K
$954K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-207- 0.27% |
$22.4K - $24.9K
|
76.5K
$9.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-208- 0.8% |
$22.5K - $25.1K
|
25.9K
$3.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-214- 4.58% |
$23.2K - $25.8K
|
4.46K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-217- 2.02% |
$23.5K - $26.2K
|
10.5K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-219- 73.99% |
$23.7K - $26.4K
|
77
$9.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-223- 1.1% |
$24.2K - $26.9K
|
20.1K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-224- 2.0% |
$24.3K - $27K
|
11K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-231- 0.46% |
$25K - $27.8K
|
50.5K
$5.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-250- 1.22% |
$27.1K - $30.1K
|
20.2K
$2.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-252- 4.95% |
$27.3K - $30.4K
|
4.84K
$572K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-264- 0.6% |
$28.6K - $31.8K
|
43.4K
$5.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-265- 5.25% |
$28.7K - $31.9K
|
4.79K
$566K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-265- 1.97% |
$28.7K - $31.9K
|
13.2K
$1.56M
|