Purchases and Sales Made in Q3 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.77M+ 385.9% |
$298M - $329M
|
3.49M
$396M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.09MNew |
$117M - $129M
|
1.09M
$124M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
378K+ 372.64% |
$40.7M - $44.9M
|
480K
$54.4M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
280K+ 13316.23% |
$30.1M - $33.2M
|
282K
$32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
269K+ 13.67% |
$28.9M - $31.9M
|
2.24M
$254M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
246KNew |
$26.5M - $29.2M
|
246K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
231KNew |
$24.8M - $27.4M
|
231K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
231KNew |
$24.8M - $27.4M
|
231K
$26.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
181K+ 70.01% |
$19.5M - $21.5M
|
440K
$50M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
168K+ 705.53% |
$18.1M - $20M
|
192K
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
129K+ 40.15% |
$13.9M - $15.4M
|
452K
$51.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.2K+ 59.8% |
$10.1M - $11.2M
|
252K
$28.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
79KNew |
$8.5M - $9.38M
|
79K
$8.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
67.9KNew |
$7.31M - $8.06M
|
67.9K
$7.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
66.9K+ 443.86% |
$7.2M - $7.94M
|
82K
$9.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
64K+ 522.3% |
$6.89M - $7.6M
|
76.2K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
63.4K+ 70.51% |
$6.83M - $7.53M
|
153K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.4K+ 13.72% |
$6.49M - $7.17M
|
500K
$56.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.5K+ 1.84% |
$6.08M - $6.71M
|
3.13M
$356M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.2K+ 238.53% |
$5.3M - $5.85M
|
69.9K
$7.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.5K+ 8.24% |
$5M - $5.52M
|
610K
$69.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.1K+ 89.95% |
$4.96M - $5.48M
|
97.4K
$11.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
45.4KNew |
$4.88M - $5.39M
|
45.4K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.8KNew |
$4.6M - $5.08M
|
42.8K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
40.4K+ 311.32% |
$4.34M - $4.79M
|
53.3K
$6.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.5K+ 17.53% |
$4.25M - $4.69M
|
265K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
39.1K+ 14.96% |
$4.21M - $4.65M
|
301K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
38.7KNew |
$4.16M - $4.59M
|
38.7K
$4.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.4K+ 11.73% |
$3.81M - $4.2M
|
337K
$38.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
32.6KNew |
$3.51M - $3.87M
|
32.6K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 26.2% |
$3.41M - $3.76M
|
153K
$17.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
22.7K+ 48.28% |
$2.45M - $2.7M
|
69.8K
$7.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.9K+ 16.86% |
$2.35M - $2.6M
|
152K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.7K+ 11.31% |
$2.23M - $2.46M
|
203K
$23.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
20KNew |
$2.15M - $2.37M
|
20K
$2.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
19.7KNew |
$2.12M - $2.34M
|
19.7K
$2.23M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.9K+ 175.51% |
$1.82M - $2M
|
26.5K
$3.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6K+ 2.51% |
$1.79M - $1.98M
|
681K
$77.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3KNew |
$1.54M - $1.7M
|
14.3K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
11.9KNew |
$1.28M - $1.41M
|
11.9K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.2K+ 6.29% |
$1.21M - $1.33M
|
190K
$21.5M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
10.8K+ 1.51% |
$1.16M - $1.28M
|
725K
$82.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 255.66% |
$1.16M - $1.28M
|
15K
$1.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.7K+ 121.29% |
$1.15M - $1.27M
|
19.5K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.5K+ 97.71% |
$1.13M - $1.24M
|
21.2K
$2.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
10.2K+ 70.73% |
$1.1M - $1.21M
|
24.6K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.54K+ 114.44% |
$1.03M - $1.13M
|
17.9K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.54KNew |
$1.03M - $1.13M
|
9.54K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.65KNew |
$931K - $1.03M
|
8.65K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.64K+ 70.77% |
$930K - $1.03M
|
20.9K
$2.37M
|