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 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
18+ 0.06% |
$1.94K - $2.14K
|
32K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
17+ 0.17% |
$1.83K - $2.02K
|
9.75K
$1.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 0.54% |
$1.72K - $1.9K
|
2.99K
$340K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15+ 0.54% |
$1.61K - $1.78K
|
2.78K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15+ 0.59% |
$1.61K - $1.78K
|
2.55K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.51K - $1.66K
|
14
$1.59K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 0.44% |
$1.4K - $1.54K
|
2.96K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.36% |
$1.29K - $1.43K
|
3.32K
$377K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
11+ 0.36% |
$1.18K - $1.31K
|
3.07K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11+ 0.32% |
$1.18K - $1.31K
|
3.49K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10+ 0.53% |
$1.08K - $1.19K
|
1.91K
$216K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 0.27% |
$969 - $1.07K
|
3.34K
$379K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.04% |
$969 - $1.07K
|
21.3K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7+ 0.24% |
$753 - $831
|
2.92K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.11% |
$753 - $831
|
6.4K
$726K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7+ 0.19% |
$753 - $831
|
3.73K
$423K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.27% |
$753 - $831
|
2.6K
$295K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.24% |
$753 - $831
|
2.94K
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6+ 1.08% |
$646 - $713
|
564
$64K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6+ 0.18% |
$646 - $713
|
3.38K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
6+ 1.03% |
$646 - $713
|
587
$66.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
6+ 0.05% |
$646 - $713
|
11.8K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.09% |
$538 - $594
|
5.41K
$613K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.16% |
$538 - $594
|
3.13K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
5+ 0.9% |
$538 - $594
|
563
$63.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$430 - $475
|
4.09K
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.43% |
$430 - $475
|
942
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 0.17% |
$430 - $475
|
2.42K
$275K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.39% |
$323 - $356
|
772
$87.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.16% |
$323 - $356
|
1.85K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
2+ 0.1% |
$215 - $238
|
1.95K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.5% |
$215 - $238
|
405
$46K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2+ 0.1% |
$215 - $238
|
2.05K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2+ 0.1% |
$215 - $238
|
2.02K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.08% |
$215 - $238
|
2.42K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$108 - $119
|
241
$27.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$108 - $119
|
2.2K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$108 - $119
|
1
$114
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 2.7% |
$108 - $119
|
38
$4.31K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.92% |
$108 - $119
|
53
$6.02K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
6.44K
$730K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1+ 0.02% |
$108 - $119
|
5.12K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1- 0.02% |
$108 - $119
|
4.93K
$559K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$108 - $119
|
737
$83.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.01% |
$215 - $238
|
20.3K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4- 0.02% |
$430 - $475
|
23.6K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7- 0.16% |
$753 - $831
|
4.26K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-9- 0.08% |
$969 - $1.07K
|
11.2K
$1.27M
|