Purchases and Sales Made in Q3 2025 in Ishares Core High Dividend ETF (HDV)
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 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
|
- |
1.74KNew |
$206K - $216K
|
1.74K
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.71KNew |
$203K - $212K
|
1.71K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.71KNew |
$202K - $211K
|
1.71K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.69KNew |
$200K - $209K
|
1.69K
$200K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.66KNew |
$196K - $205K
|
1.66K
$197K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.55K+ 155.4% |
$184K - $192K
|
2.55K
$302K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.47K+ 5.11% |
$174K - $182K
|
30.2K
$3.58M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.29K+ 4.82% |
$152K - $159K
|
27.9K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.26K+ 1.76% |
$149K - $156K
|
73.1K
$8.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.21K+ 5.31% |
$143K - $150K
|
24K
$2.84M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.12K+ 5.15% |
$132K - $138K
|
22.8K
$2.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.11K+ 3.75% |
$131K - $137K
|
30.6K
$3.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
1.09K+ 0.54% |
$129K - $135K
|
202K
$23.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.04K+ 39.75% |
$123K - $128K
|
3.65K
$432K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$121K - $127K
|
1.03K
$121K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.02K+ 23.05% |
$120K - $126K
|
5.43K
$643K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
954+ 27.9% |
$113K - $118K
|
4.37K
$518K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
917+ 5.34% |
$108K - $113K
|
18.1K
$2.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
902+ 1.97% |
$107K - $112K
|
46.6K
$5.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
892+ 2.04% |
$105K - $110K
|
44.6K
$5.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
884+ 1.8% |
$104K - $109K
|
50.1K
$5.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
870+ 2.92% |
$103K - $108K
|
30.7K
$3.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
841+ 48.19% |
$99.4K - $104K
|
2.59K
$306K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
802+ 13.44% |
$94.8K - $99.2K
|
6.77K
$801K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
741+ 0.46% |
$87.6K - $91.6K
|
162K
$19.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
730+ 18.91% |
$86.3K - $90.3K
|
4.59K
$543K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
691+ 61.7% |
$81.6K - $85.4K
|
1.81K
$214K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
682+ 9.84% |
$80.6K - $84.3K
|
7.61K
$901K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
655+ 18.85% |
$77.4K - $81K
|
4.13K
$489K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
625+ 1.72% |
$73.9K - $77.3K
|
36.9K
$4.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
625New |
$73.9K - $77.3K
|
625
$74K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
577+ 0.69% |
$68.2K - $71.4K
|
84.4K
$9.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
546+ 13.16% |
$64.5K - $67.5K
|
4.69K
$556K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
520+ 1.93% |
$61.4K - $64.3K
|
27.5K
$3.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
517+ 2.54% |
$61.1K - $63.9K
|
20.9K
$2.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
510+ 3.13% |
$60.3K - $63.1K
|
16.8K
$1.99M
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
500+ 8.55% |
$59.1K - $61.8K
|
6.35K
$751K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
478+ 9.89% |
$56.5K - $59.1K
|
5.31K
$629K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
473New |
$55.9K - $58.5K
|
473
$56K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
444New |
$52.5K - $54.9K
|
444
$52.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
408+ 11.4% |
$48.2K - $50.5K
|
3.99K
$472K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
390New |
$46.1K - $48.2K
|
390
$46.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
350New |
$41.4K - $43.3K
|
350
$41.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
346+ 8.91% |
$40.9K - $42.8K
|
4.23K
$501K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
323New |
$38.2K - $39.9K
|
323
$38.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
300+ 1.43% |
$35.4K - $37.1K
|
21.3K
$2.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
298+ 2.05% |
$35.2K - $36.9K
|
14.9K
$1.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
293+ 4.21% |
$34.6K - $36.2K
|
7.25K
$858K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
262+ 5.07% |
$31K - $32.4K
|
5.43K
$643K
|