Purchases and Sales Made in Q3 2025 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q3 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
Nov 04, 2025 Q3 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
126K
+ 1455.96%
$14.9M - $15.6M
135K $16M
Oct 23, 2025 Q3 2025
Atwater Malick LLC

BUY
 -
88.9K
+ 898.57%
$10.5M - $11M
98.8K $11.7M
Nov 04, 2025 Q3 2025
Jones Financial Companies Lllp

BUY
 -
88K
+ 13.47%
$10.4M - $10.9M
742K $87.8M
Oct 20, 2025 Q3 2025
Forefront Wealth Partners, LLC

Austin, TX
BUY
 -
38.1K
New
$4.51M - $4.72M
38.1K $4.51M
Nov 04, 2025 Q3 2025
Blake Schutter Theil Wealth Advisors, LLC

Dayton, OH
BUY
 -
34K
New
$4.02M - $4.2M
34K $4.02M
Oct 24, 2025 Q3 2025
Members Capital Advisors Inc

BUY
 -
27.1K
New
$3.2M - $3.35M
27.1K $3.2M
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
25K
+ 118.35%
$2.95M - $3.09M
46.1K $5.46M
Oct 15, 2025 Q3 2025
Davenport & CO LLC

BUY
 -
22.9K
+ 12.28%
$2.7M - $2.83M
209K $24.7M
Nov 05, 2025 Q3 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
21.6K
+ 234.7%
$2.55M - $2.67M
30.8K $3.64M
Oct 27, 2025 Q3 2025
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
15.9K
New
$1.87M - $1.96M
15.9K $1.88M
Oct 22, 2025 Q3 2025
Cerity Partners LLC

New York, NY
BUY
 -
13.7K
+ 39.35%
$1.62M - $1.69M
48.4K $5.73M
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
12.4K
+ 6.77%
$1.46M - $1.53M
195K $23.1M
Oct 23, 2025 Q3 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
12.1K
+ 277.61%
$1.43M - $1.5M
16.5K $1.95M
Oct 27, 2025 Q3 2025
Janney Montgomery Scott LLC

BUY
 -
11.9K
+ 1.53%
$1.41M - $1.47M
791K $93.6M
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
9.54K
+ 3.82%
$1.13M - $1.18M
259K $30.7M
Oct 23, 2025 Q3 2025
Invested Advisors

State College, PA
BUY
 -
9.39K
New
$1.11M - $1.16M
9.39K $1.11M
Oct 20, 2025 Q3 2025
Calamos Wealth Management LLC

BUY
 -
9.16K
+ 121.3%
$1.08M - $1.13M
16.7K $1.98M
Nov 05, 2025 Q3 2025
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
9.07K
+ 68.03%
$1.07M - $1.12M
22.4K $2.65M
Oct 29, 2025 Q3 2025
Courier Capital LLC

BUY
 -
9.05K
+ 12.44%
$1.07M - $1.12M
81.9K $9.69M
Oct 21, 2025 Q3 2025
Global Retirement Partners, LLC

BUY
 -
8.78K
+ 17.23%
$1.04M - $1.09M
59.7K $7.07M
Oct 23, 2025 Q3 2025
Park Avenue Securities LLC

BUY
 -
8.26K
New
$976K - $1.02M
8.26K $978K
Oct 29, 2025 Q3 2025
Custom Index Systems, LLC

New York, NY
BUY
 -
7.86K
New
$929K - $972K
7.86K $930K
Oct 23, 2025 Q3 2025
Valmark Advisers, Inc.

BUY
 -
7.57K
+ 85.78%
$894K - $936K
16.4K $1.94M
Oct 17, 2025 Q3 2025
Vaughan & CO Securities, Inc.

BUY
 -
6.36K
+ 3.8%
$752K - $787K
174K $20.6M
Oct 27, 2025 Q3 2025
Bogart Wealth, LLC

BUY
 -
5.75K
+ 362.28%
$680K - $711K
7.34K $869K
Oct 17, 2025 Q3 2025
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
5.62K
+ 42.71%
$664K - $695K
18.8K $2.22M
Oct 14, 2025 Q3 2025
Old National Bancorp

BUY
 -
4.16K
+ 8.24%
$491K - $514K
54.6K $6.46M
Oct 23, 2025 Q3 2025
Steinberganna Wealth Management

Huntington, NY
BUY
 -
3.8K
New
$449K - $470K
3.8K $450K
Oct 24, 2025 Q3 2025
Aspiriant, LLC

BUY
 -
3.62K
+ 143.9%
$428K - $448K
6.14K $727K
Oct 28, 2025 Q3 2025
Sequoia Financial Advisors, LLC

BUY
 -
3.58K
New
$422K - $442K
3.58K $423K
Oct 29, 2025 Q3 2025
Live Oak Investment Partners

Austin, TX
BUY
 -
3.46K
+ 119.71%
$409K - $428K
6.35K $752K
Oct 20, 2025 Q3 2025
Bravias Capital Group, LLC

Iselin, NJ
BUY
 -
3.35K
New
$396K - $414K
3.35K $396K
Oct 21, 2025 Q3 2025
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
3.14K
+ 62.86%
$371K - $388K
8.13K $962K
Oct 20, 2025 Q3 2025
Diversified Trust CO

BUY
 -
3.01K
New
$356K - $372K
3.01K $356K
Oct 22, 2025 Q3 2025
Spirepoint Private Client, LLC

Vero Beach, FL
BUY
 -
2.86K
New
$338K - $354K
2.86K $339K
Oct 27, 2025 Q3 2025
Retirement Planning Group

BUY
 -
2.85K
New
$337K - $353K
2.85K $338K
Oct 22, 2025 Q3 2025
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.68K
+ 16.5%
$317K - $331K
18.9K $2.24M
Oct 23, 2025 Q3 2025
Maltin Wealth Management, Inc.

BUY
 -
2.52K
+ 4.96%
$298K - $312K
53.4K $6.32M
Oct 07, 2025 Q3 2025
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
2.45K
New
$289K - $303K
2.45K $290K
Oct 15, 2025 Q3 2025
Chatham Capital Group, Inc.

BUY
 -
2.36K
+ 6.13%
$278K - $291K
40.8K $4.83M
Oct 22, 2025 Q3 2025
Ironwood Financial, LLC

BUY
 -
2.29K
+ 13.32%
$271K - $283K
19.5K $2.31M
Nov 04, 2025 Q3 2025
Howe & Rusling Inc

Rochester, NY
BUY
 -
2.21K
+ 23.31%
$261K - $273K
11.7K $1.38M
Oct 08, 2025 Q3 2025
Genesis Private Wealth, LLC

Ashburn, VA
BUY
 -
2.17K
+ 26.84%
$257K - $269K
10.3K $1.22M
Oct 24, 2025 Q3 2025
Citizens Financial Group Inc

BUY
 -
2.07K
+ 3.28%
$244K - $256K
65.1K $7.7M
Oct 20, 2025 Q3 2025
American Financial & Tax Strategies Inc

New York, NY
BUY
 -
1.86K
+ 6.03%
$219K - $230K
32.7K $3.87M
Oct 27, 2025 Q3 2025
Gwn Securities Inc.

Palm Beach Gardens, FL
BUY
 -
1.79K
+ 67.15%
$212K - $221K
4.46K $528K
Nov 05, 2025 Q3 2025
South State Corp

BUY
 -
1.76K
+ 30.82%
$207K - $217K
7.45K $882K
Oct 27, 2025 Q3 2025
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1.74K
New
$206K - $216K
1.74K $206K
Oct 22, 2025 Q3 2025
Keystone Wealth Services, LLC

BUY
 -
1.71K
New
$203K - $212K
1.71K $203K

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