Purchases and Sales Made in Q2 2025 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
294+ 9.88% |
$31.9K - $35.4K
|
3.27K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
265+ 2.79% |
$28.7K - $31.9K
|
9.78K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
262+ 2.09% |
$28.4K - $31.6K
|
12.8K
$1.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
226+ 11.59% |
$24.5K - $27.2K
|
2.18K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
223+ 3.19% |
$24.2K - $26.9K
|
7.21K
$862K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
213+ 4.8% |
$23.1K - $25.7K
|
4.65K
$557K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
197+ 12.23% |
$21.4K - $23.7K
|
1.81K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
185+ 7.47% |
$20.1K - $22.3K
|
2.66K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
179+ 0.79% |
$19.4K - $21.6K
|
22.9K
$2.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
164New |
$17.8K - $19.8K
|
164
$19.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
158+ 1580.0% |
$17.1K - $19K
|
168
$20.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
158+ 5.86% |
$17.1K - $19K
|
2.85K
$341K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
147+ 0.78% |
$15.9K - $17.7K
|
19K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
124+ 2.59% |
$13.4K - $14.9K
|
4.9K
$586K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
123+ 6.91% |
$13.3K - $14.8K
|
1.9K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
119+ 2.03% |
$12.9K - $14.3K
|
5.97K
$714K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
114+ 356.25% |
$12.4K - $13.7K
|
146
$17.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
106+ 5.32% |
$11.5K - $12.8K
|
2.1K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
105+ 0.78% |
$11.4K - $12.7K
|
13.6K
$1.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
100+ 5.99% |
$10.8K - $12.1K
|
1.77K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 1.18% |
$10.8K - $12.1K
|
8.59K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
76+ 0.38% |
$8.24K - $9.16K
|
20.3K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58+ 1.26% |
$6.29K - $6.99K
|
4.67K
$558K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
52+ 0.75% |
$5.64K - $6.27K
|
6.97K
$833K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
37+ 1.23% |
$4.01K - $4.46K
|
3.05K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.93% |
$3.14K - $3.49K
|
3.16K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14+ 0.76% |
$1.52K - $1.69K
|
1.86K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
11+ 0.55% |
$1.19K - $1.33K
|
2.01K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
11New |
$1.19K - $1.33K
|
11
$1.32K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 0.34% |
$1.08K - $1.21K
|
2.99K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.21% |
$650 - $723
|
2.92K
$349K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
5+ 0.72% |
$542 - $603
|
703
$84.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.75% |
$325 - $362
|
404
$48.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.3% |
$217 - $241
|
663
$79.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.57% |
$217 - $241
|
354
$42.3K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
1+ 0.04% |
$108 - $121
|
2.7K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$108 - $121
|
3.8K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-3- 0.05% |
$325 - $362
|
5.64K
$674K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-5- 0.12% |
$542 - $603
|
4.28K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-14- 1.23% |
$1.52K - $1.69K
|
1.12K
$134K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-41- 2.06% |
$4.44K - $4.94K
|
1.95K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-41- 0.76% |
$4.44K - $4.94K
|
5.37K
$642K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-64- 0.54% |
$6.94K - $7.71K
|
11.7K
$1.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-70- 1.9% |
$7.59K - $8.44K
|
3.62K
$433K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-70- 1.32% |
$7.59K - $8.44K
|
5.25K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-88- 0.26% |
$9.54K - $10.6K
|
34.2K
$4.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-96- 5.09% |
$10.4K - $11.6K
|
1.79K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-101- 1.23% |
$10.9K - $12.2K
|
8.1K
$968K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-118- 3.74% |
$12.8K - $14.2K
|
3.04K
$363K
|