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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-20- 0.78% |
$2.36K - $2.47K
|
2.54K
$300K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.39% |
$2.36K - $2.47K
|
5.12K
$606K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-20- 1.13% |
$2.36K - $2.47K
|
1.75K
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 0.16% |
$2.84K - $2.97K
|
15.1K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-28- 1.47% |
$3.31K - $3.46K
|
1.88K
$222K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-31- 0.09% |
$3.66K - $3.83K
|
34.1K
$4.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-32- 0.69% |
$3.78K - $3.96K
|
4.62K
$547K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-33- 39.76% |
$3.9K - $4.08K
|
50
$5.92K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-34- 0.35% |
$4.02K - $4.2K
|
9.74K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34- 2.71% |
$4.02K - $4.2K
|
1.22K
$144K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-35- 0.88% |
$4.14K - $4.33K
|
3.95K
$468K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-39- 0.37% |
$4.61K - $4.82K
|
10.6K
$1.25M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-40- 7.98% |
$4.73K - $4.95K
|
461
$54.6K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-44- 0.16% |
$5.2K - $5.44K
|
28.1K
$3.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-45- 1.54% |
$5.32K - $5.56K
|
2.88K
$340K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-45- 0.39% |
$5.32K - $5.56K
|
11.6K
$1.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45- 2.49% |
$5.32K - $5.56K
|
1.76K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-47- 0.7% |
$5.55K - $5.81K
|
6.71K
$794K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-50- 0.91% |
$5.91K - $6.18K
|
5.47K
$648K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-58- 1.57% |
$6.85K - $7.17K
|
3.65K
$432K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-58- 3.08% |
$6.85K - $7.17K
|
1.82K
$216K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-59- 0.88% |
$6.97K - $7.3K
|
6.62K
$784K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-62- 1.86% |
$7.33K - $7.67K
|
3.27K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-63- 2.25% |
$7.44K - $7.79K
|
2.74K
$324K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-82- 0.62% |
$9.69K - $10.1K
|
13.1K
$1.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-83- 0.43% |
$9.81K - $10.3K
|
19.4K
$2.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-85- 0.5% |
$10K - $10.5K
|
16.8K
$1.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-88- 40.74% |
$10.4K - $10.9K
|
128
$15.2K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-91- 1.86% |
$10.8K - $11.3K
|
4.81K
$570K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-91- 1.35% |
$10.8K - $11.3K
|
6.67K
$790K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-96- 1.73% |
$11.3K - $11.9K
|
5.45K
$645K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-100- 1.29% |
$11.8K - $12.4K
|
7.66K
$906K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-100- 4.29% |
$11.8K - $12.4K
|
2.23K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-105- 2.12% |
$12.4K - $13K
|
4.84K
$573K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-109- 0.89% |
$12.9K - $13.5K
|
12.1K
$1.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-114- 4.82% |
$13.5K - $14.1K
|
2.25K
$266K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-124- 0.39% |
$14.7K - $15.3K
|
32.1K
$3.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-137- 6.14% |
$16.2K - $16.9K
|
2.1K
$248K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-139- 4.39% |
$16.4K - $17.2K
|
3.03K
$358K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-140- 7.14% |
$16.5K - $17.3K
|
1.82K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-140- 4.83% |
$16.5K - $17.3K
|
2.76K
$327K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-142- 15.14% |
$16.8K - $17.6K
|
796
$94.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-145- 2.47% |
$17.1K - $17.9K
|
5.72K
$677K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-148- 6.32% |
$17.5K - $18.3K
|
2.19K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-150- 6.66% |
$17.7K - $18.5K
|
2.1K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-154- 0.06% |
$18.2K - $19K
|
243K
$28.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-162- 4.71% |
$19.1K - $20K
|
3.28K
$388K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-169- 1.8% |
$20K - $20.9K
|
9.22K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-175- 3.0% |
$20.7K - $21.6K
|
5.66K
$670K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-178- 0.47% |
$21K - $22K
|
37.5K
$4.43M
|