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 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-517- 5.1% |
$56K - $62.3K
|
9.62K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-633- 6.7% |
$68.6K - $76.3K
|
8.82K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-771- 1.98% |
$83.6K - $92.9K
|
38.2K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-791- 2.79% |
$85.8K - $95.3K
|
27.6K
$3.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-853- 1.19% |
$92.5K - $103K
|
70.8K
$8.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.04K- 35.88% |
$113K - $126K
|
1.86K
$223K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 8.35% |
$118K - $132K
|
12K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.34K- 7.1% |
$145K - $161K
|
17.5K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.37K- 9.03% |
$149K - $165K
|
13.8K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.47K- 5.99% |
$160K - $177K
|
23.1K
$2.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.89K- 12.52% |
$205K - $228K
|
13.2K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.35K- 45.27% |
$255K - $284K
|
2.85K
$341K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.38K- 2.46% |
$258K - $287K
|
94.2K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.44K- 51.13% |
$265K - $294K
|
2.33K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-3.13K- 3.04% |
$339K - $377K
|
99.8K
$12M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.74K- 15.3% |
$406K - $451K
|
20.7K
$2.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-3.85K- 55.66% |
$418K - $464K
|
3.07K
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.36K- 61.08% |
$472K - $525K
|
2.78K
$333K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-4.78K- 15.62% |
$518K - $576K
|
25.8K
$3.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.24K- 69.2% |
$568K - $632K
|
2.33K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Gunma Bank,Ltd.
|
SELL
|
- |
-10K- 13.33% |
$1.08M - $1.21M
|
65K
$7.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10K- 3.87% |
$1.09M - $1.21M
|
250K
$29.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-10.2K- 55.02% |
$1.11M - $1.23M
|
8.33K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-155K- 85.19% |
$16.8M - $18.7M
|
26.9K
$3.23M
|