Purchases and Sales Made in Q4 2025 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 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
Jan 20, 2026 Q4 2025
Steel Peak Wealth Management LLC

BUY
 -
86.8K
New
$10.3M - $10.7M
86.8K $10.6M
Jan 14, 2026 Q4 2025
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
58.9K
New
$6.96M - $7.23M
58.9K $7.2M
Jan 15, 2026 Q4 2025
Paller Financial Services Inc

Centennial, CO
BUY
 -
43.5K
New
$5.14M - $5.34M
43.5K $5.31M
Jan 23, 2026 Q4 2025
Atwater Malick LLC

BUY
 -
23.1K
+ 23.43%
$2.74M - $2.84M
122K $14.9M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
14.5K
+ 6.92%
$1.71M - $1.78M
224K $27.3M
Jan 20, 2026 Q4 2025
J2 Capital Management Inc

BUY
 -
13.5K
+ 40.8%
$1.59M - $1.66M
46.5K $5.69M
Jan 15, 2026 Q4 2025
Shrier Wealth Management, LLC

Los Angeles, CA
BUY
 -
10.6K
New
$1.26M - $1.3M
10.6K $1.3M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9.04K
+ 19.62%
$1.07M - $1.11M
55.1K $6.74M
Jan 13, 2026 Q4 2025
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
8.82K
+ 46.94%
$1.04M - $1.08M
27.6K $3.38M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
7.59K
+ 2.93%
$898K - $932K
267K $32.6M
Jan 20, 2026 Q4 2025
Base Wealth Management LLC

Lakewood Ranch, FL
BUY
 -
5.78K
+ 9.17%
$683K - $709K
68.8K $8.41M
Jan 20, 2026 Q4 2025
Chatterton & Associates Inc.

Anaheim, CA
BUY
 -
4.49K
New
$531K - $551K
4.49K $549K
Jan 15, 2026 Q4 2025
Maltin Wealth Management, Inc.

BUY
 -
4.16K
+ 7.79%
$492K - $511K
57.6K $7.04M
Jan 14, 2026 Q4 2025
Lantz Financial LLC

BUY
 -
4.05K
+ 3.84%
$479K - $498K
110K $13.4M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
3.87K
+ 23.21%
$457K - $475K
20.5K $2.51M
Jan 23, 2026 Q4 2025
Cove Private Wealth, LLC

Oyster Bay Cove, NY
BUY
 -
3.54K
+ 102.55%
$418K - $435K
6.99K $855K
Jan 16, 2026 Q4 2025
Bouchey Financial Group LTD

BUY
 -
2.28K
New
$269K - $279K
2.28K $278K
Jan 12, 2026 Q4 2025
Harbor Group, Inc.

BUY
 -
2.03K
New
$240K - $249K
2.03K $248K
Jan 20, 2026 Q4 2025
Arta Finance Wealth Management LLC

Mountain View, CA
BUY
 -
1.79K
New
$211K - $220K
1.79K $219K
Jan 21, 2026 Q4 2025
Capital Advisors, Ltd. LLC

BUY
 -
1.71K
+ 4.64%
$203K - $210K
38.6K $4.73M
Jan 06, 2026 Q4 2025
Collective Family Office LLC

BUY
 -
1.59K
+ 12.23%
$187K - $195K
14.6K $1.78M
Jan 20, 2026 Q4 2025
Jackson Wealth Management, LLC

BUY
 -
1.47K
+ 5.27%
$174K - $181K
29.4K $3.6M
Jan 07, 2026 Q4 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
1.43K
+ 39.25%
$169K - $176K
5.08K $621K
Jan 20, 2026 Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
1.34K
New
$158K - $164K
1.34K $164K
Jan 08, 2026 Q4 2025
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
1.16K
+ 13.9%
$137K - $143K
9.52K $1.16M
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
1.05K
+ 2.96%
$124K - $129K
36.5K $4.46M
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
875
+ 19.61%
$103K - $107K
5.34K $653K
Jan 16, 2026 Q4 2025
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
874
+ 24.34%
$103K - $107K
4.47K $546K
Jan 05, 2026 Q4 2025
Union Bancaire Privee, Ubp Sa

Geneva 1, V8
BUY
 -
870
New
$103K - $107K
870 $106K
Jan 13, 2026 Q4 2025
Mayflower Financial Advisors, LLC

BUY
 -
844
+ 3.35%
$99.8K - $104K
26.1K $3.19M
Jan 15, 2026 Q4 2025
Ironwood Financial, LLC

BUY
 -
751
+ 3.85%
$88.8K - $92.2K
20.2K $2.47M
Jan 23, 2026 Q4 2025
Forefront Wealth Management Inc.

BUY
 -
709
+ 9.71%
$83.8K - $87.1K
8.01K $980K
Jan 07, 2026 Q4 2025
Kfa Private Wealth Group, LLC

BUY
 -
526
+ 7.95%
$62.2K - $64.6K
7.15K $874K
Jan 15, 2026 Q4 2025
Adg Wealth Management Group, LLC

Metairie, LA
BUY
 -
518
+ 6.77%
$61.2K - $63.6K
8.17K $999K
Jan 21, 2026 Q4 2025
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
510
+ 2.97%
$60.3K - $62.6K
17.7K $2.16M
Jan 20, 2026 Q4 2025
Wealth Management Associates, Inc.

Cherry Hill, NJ
BUY
 -
496
+ 2.17%
$58.6K - $60.9K
23.3K $2.85M
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
393
+ 9.52%
$46.5K - $48.3K
4.52K $553K
Jan 13, 2026 Q4 2025
Romano Brothers And Company

Evanston, IL
BUY
 -
350
+ 4.49%
$41.4K - $43K
8.14K $995K
Jan 22, 2026 Q4 2025
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
331
+ 1.6%
$39.1K - $40.6K
21K $2.57M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
329
+ 38.21%
$38.9K - $40.4K
1.19K $145K
Jan 16, 2026 Q4 2025
Trust CO Of Vermont

BUY
 -
322
+ 12.81%
$38.1K - $39.5K
2.84K $347K
Jan 20, 2026 Q4 2025
Jb Capital LLC

BUY
 -
281
+ 3.17%
$33.2K - $34.5K
9.16K $1.12M
Jan 20, 2026 Q4 2025
Capital Advisors Wealth Management, LLC

BUY
 -
269
+ 1.08%
$31.8K - $33K
25.3K $3.09M
Jan 20, 2026 Q4 2025
Aspiriant, LLC

BUY
 -
236
+ 3.84%
$27.9K - $29K
6.38K $779K
Jan 06, 2026 Q4 2025
Rda Financial Network

BUY
 -
225
+ 1.7%
$26.6K - $27.6K
13.5K $1.65M
Jan 12, 2026 Q4 2025
David J Yvars Group

BUY
 -
180
+ 3.74%
$21.3K - $22.1K
4.99K $610K
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
178
+ 5.05%
$21K - $21.9K
3.7K $452K
Jan 13, 2026 Q4 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
160
+ 2.36%
$18.9K - $19.6K
6.93K $847K
Jan 20, 2026 Q4 2025
Accel Wealth Management

BUY
 -
157
+ 8.97%
$18.6K - $19.3K
1.91K $233K

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