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 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
255+ 42.08% |
$30.1K - $31.5K
|
861
$102K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
250+ 11.88% |
$29.5K - $30.9K
|
2.35K
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
239+ 2.77% |
$28.2K - $29.6K
|
8.88K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
239+ 1.19% |
$28.2K - $29.6K
|
20.3K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
230+ 4.56% |
$27.2K - $28.4K
|
5.27K
$624K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
220+ 44.44% |
$26K - $27.2K
|
715
$84.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
217+ 5.08% |
$25.6K - $26.8K
|
4.49K
$532K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
213+ 6.44% |
$25.2K - $26.3K
|
3.52K
$417K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
204+ 1.58% |
$24.1K - $25.2K
|
13.1K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
200+ 8.64% |
$23.6K - $24.7K
|
2.51K
$298K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
200+ 0.46% |
$23.6K - $24.7K
|
43.6K
$5.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197+ 1.75% |
$23.3K - $24.4K
|
11.5K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
196+ 0.51% |
$23.2K - $24.2K
|
38.5K
$4.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
192+ 0.72% |
$22.7K - $23.7K
|
26.9K
$3.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
180+ 1.16% |
$21.3K - $22.3K
|
15.7K
$1.86M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
178+ 0.54% |
$21K - $22K
|
33K
$3.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
177+ 4.87% |
$20.9K - $21.9K
|
3.81K
$451K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
167+ 3.48% |
$19.7K - $20.7K
|
4.96K
$587K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150New |
$17.7K - $18.5K
|
150
$17.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
145+ 0.63% |
$17.1K - $17.9K
|
23.1K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
126+ 0.77% |
$14.9K - $15.6K
|
16.5K
$1.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
122+ 0.64% |
$14.4K - $15.1K
|
19.3K
$2.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
120+ 6.64% |
$14.2K - $14.8K
|
1.93K
$228K
|
|
|
Oct 27, 2025
Q3 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
118+ 3.4% |
$13.9K - $14.6K
|
3.59K
$425K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
111+ 0.58% |
$13.1K - $13.7K
|
19.1K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
107+ 4.99% |
$12.6K - $13.2K
|
2.25K
$267K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
104New |
$12.3K - $12.9K
|
104
$12.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
103+ 10.59% |
$12.2K - $12.7K
|
1.08K
$127K
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
97+ 1.35% |
$11.5K - $12K
|
7.3K
$865K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
92+ 2.8% |
$10.9K - $11.4K
|
3.38K
$400K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
91+ 0.69% |
$10.8K - $11.3K
|
13.2K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
86+ 4.28% |
$10.2K - $10.6K
|
2.1K
$248K
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
83+ 377.27% |
$9.81K - $10.3K
|
105
$12.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
79+ 2.19% |
$9.33K - $9.77K
|
3.69K
$437K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
69+ 0.77% |
$8.15K - $8.53K
|
9.02K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
57+ 0.06% |
$6.74K - $7.05K
|
90.1K
$10.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
57+ 2.41% |
$6.74K - $7.05K
|
2.43K
$287K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
57+ 0.25% |
$6.74K - $7.05K
|
23.2K
$2.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
53+ 0.76% |
$6.26K - $6.55K
|
7.02K
$831K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
49+ 0.91% |
$5.79K - $6.06K
|
5.44K
$644K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
42+ 1.24% |
$4.96K - $5.19K
|
3.44K
$407K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
38+ 2.06% |
$4.49K - $4.7K
|
1.88K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
33+ 0.13% |
$3.9K - $4.08K
|
25.2K
$2.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
30+ 0.23% |
$3.54K - $3.71K
|
13.2K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
25+ 0.93% |
$2.95K - $3.09K
|
2.72K
$322K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
24+ 0.6% |
$2.84K - $2.97K
|
3.99K
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22+ 1.56% |
$2.6K - $2.72K
|
1.43K
$170K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
21+ 0.25% |
$2.48K - $2.6K
|
8.36K
$989K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
19+ 0.17% |
$2.25K - $2.35K
|
11.3K
$1.34M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 2.71% |
$2.13K - $2.23K
|
683
$80.8K
|