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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.41K+ 11.55% |
$259K - $286K
|
23.2K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.33K+ 1.19% |
$251K - $277K
|
198K
$22.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.23KNew |
$240K - $265K
|
2.23K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.21KNew |
$238K - $262K
|
2.21K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.16KNew |
$232K - $256K
|
2.16K
$245K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.12K+ 30.48% |
$228K - $251K
|
9.06K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.09K+ 1.29% |
$225K - $249K
|
165K
$18.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.08KNew |
$224K - $247K
|
2.08K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.06KNew |
$221K - $244K
|
2.06K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.98K+ 72.38% |
$213K - $235K
|
4.71K
$535K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.97KNew |
$212K - $234K
|
1.97K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.94K+ 10.07% |
$209K - $230K
|
21.2K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.9KNew |
$204K - $226K
|
1.9K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
1.88KNew |
$203K - $224K
|
1.88K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.87KNew |
$201K - $222K
|
1.87K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.86K+ 4.42% |
$200K - $221K
|
43.8K
$4.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 0.59% |
$200K - $220K
|
318K
$36.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.84KNew |
$198K - $218K
|
1.84K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
$197K - $218K
|
1.83K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.82KNew |
$196K - $216K
|
1.82K
$207K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.82KNew |
$196K - $216K
|
1.82K
$206K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.82K+ 0.69% |
$196K - $216K
|
265K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.81KNew |
$195K - $215K
|
1.81K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$193K - $213K
|
1.8K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.79KNew |
$193K - $213K
|
1.79K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.78K+ 17.92% |
$192K - $212K
|
11.7K
$1.33M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.78KNew |
$191K - $211K
|
1.78K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.77KNew |
$191K - $210K
|
1.77K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76KNew |
$190K - $209K
|
1.76K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.75KNew |
$188K - $208K
|
1.75K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.75KNew |
$188K - $208K
|
1.75K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.73K+ 1.8% |
$186K - $206K
|
98.1K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.72KNew |
$185K - $204K
|
1.72K
$195K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.7K+ 58.93% |
$183K - $202K
|
4.59K
$520K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 2.13% |
$183K - $202K
|
81.5K
$9.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.67K+ 30.56% |
$180K - $198K
|
7.13K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.63K+ 25.87% |
$175K - $193K
|
7.92K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.6K+ 3.44% |
$172K - $190K
|
48K
$5.45M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.6K+ 6.67% |
$172K - $189K
|
25.5K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.59K+ 75.62% |
$171K - $189K
|
3.69K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.58K+ 2.65% |
$170K - $187K
|
61.1K
$6.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.57K+ 50.51% |
$169K - $187K
|
4.69K
$532K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.56K+ 10.26% |
$168K - $185K
|
16.8K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 29.97% |
$167K - $184K
|
6.73K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.5K+ 32.41% |
$162K - $178K
|
6.14K
$697K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.5K+ 9.6% |
$162K - $178K
|
17.1K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.49K+ 5.91% |
$161K - $177K
|
26.8K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.49K+ 100.27% |
$161K - $177K
|
2.98K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.47K+ 3.4% |
$159K - $175K
|
44.8K
$5.08M
|