Purchases and Sales Made in Q1 2025 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
286+ 2.15% |
$31.7K - $34.6K
|
13.6K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
285+ 3.47% |
$31.6K - $34.5K
|
8.49K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
284+ 13.6% |
$31.5K - $34.4K
|
2.37K
$284K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
260+ 3.59% |
$28.8K - $31.5K
|
7.51K
$898K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
254+ 10.66% |
$28.2K - $30.8K
|
2.64K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
250+ 1.24% |
$27.7K - $30.3K
|
20.4K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
244+ 0.33% |
$27K - $29.6K
|
74.2K
$8.87M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
242+ 3.82% |
$26.8K - $29.3K
|
6.58K
$787K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
237+ 4.02% |
$26.3K - $28.7K
|
6.14K
$734K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
234+ 3.03% |
$25.9K - $28.3K
|
7.95K
$951K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
229+ 12.64% |
$25.4K - $27.7K
|
2.04K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 51.95% |
$25.1K - $27.4K
|
661
$79.1K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
224+ 1.17% |
$24.8K - $27.1K
|
19.3K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
217+ 28.93% |
$24.1K - $26.3K
|
967
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
207+ 6.69% |
$22.9K - $25.1K
|
3.3K
$395K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
203+ 344.07% |
$22.5K - $24.6K
|
262
$31.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
203+ 8.77% |
$22.5K - $24.6K
|
2.52K
$301K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
199+ 1.61% |
$22.1K - $24.1K
|
12.6K
$1.5M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
197+ 2.03% |
$21.8K - $23.9K
|
9.9K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
185+ 4.98% |
$20.5K - $22.4K
|
3.9K
$466K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
181+ 1.41% |
$20.1K - $21.9K
|
13.1K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
169+ 9.16% |
$18.7K - $20.5K
|
2.01K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
166+ 0.97% |
$18.4K - $20.1K
|
17.2K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
163+ 0.62% |
$18.1K - $19.7K
|
26.3K
$3.15M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
163+ 0.66% |
$18.1K - $19.7K
|
25K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156+ 2.42% |
$17.3K - $18.9K
|
6.59K
$788K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
156+ 1.68% |
$17.3K - $18.9K
|
9.47K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152+ 0.85% |
$16.9K - $18.4K
|
18.1K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
151New |
$16.7K - $18.3K
|
151
$18.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
145+ 1.09% |
$16.1K - $17.6K
|
13.5K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
136+ 5.44% |
$15.1K - $16.5K
|
2.64K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
130+ 3.62% |
$14.4K - $15.7K
|
3.72K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
126+ 0.76% |
$14K - $15.3K
|
16.7K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
125+ 6.63% |
$13.9K - $15.1K
|
2.01K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
125+ 26.82% |
$13.9K - $15.1K
|
591
$70.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
122+ 41.08% |
$13.5K - $14.8K
|
419
$50.1K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
121+ 2.39% |
$13.4K - $14.7K
|
5.18K
$620K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
120+ 69.36% |
$13.3K - $14.5K
|
293
$35K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
117+ 4.13% |
$13K - $14.2K
|
2.95K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
115+ 3.36% |
$12.7K - $13.9K
|
3.54K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
113+ 4.75% |
$12.5K - $13.7K
|
2.49K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
112New |
$12.4K - $13.6K
|
112
$13.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
107New |
$11.9K - $13K
|
107
$12.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
107+ 0.66% |
$11.9K - $13K
|
16.2K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
93+ 0.22% |
$10.3K - $11.3K
|
42.3K
$5.05M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
92+ 0.14% |
$10.2K - $11.1K
|
64.7K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
90+ 3.67% |
$9.98K - $10.9K
|
2.55K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
84+ 1.94% |
$9.31K - $10.2K
|
4.42K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
84+ 0.11% |
$9.31K - $10.2K
|
76.5K
$9.15M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
82New |
$9.09K - $9.93K
|
82
$9.81K
|