Purchases and Sales Made in Q4 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-293- 2.11% |
$32.5K - $35.5K
|
13.6K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 2.21% |
$33.2K - $36.4K
|
13.3K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-303- 2.77% |
$33.6K - $36.7K
|
10.6K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-309- 1.85% |
$34.2K - $37.5K
|
16.4K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-310- 0.97% |
$34.4K - $37.6K
|
31.7K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-311- 4.25% |
$34.5K - $37.7K
|
7.01K
$841K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-319- 4.63% |
$35.4K - $38.7K
|
6.57K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-324- 50.78% |
$35.9K - $39.3K
|
314
$37.7K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-327- 1.96% |
$36.2K - $39.7K
|
16.4K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-331- 27.51% |
$36.7K - $40.1K
|
872
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-334- 9.11% |
$37K - $40.5K
|
3.33K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-345- 5.52% |
$38.2K - $41.8K
|
5.9K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-349- 7.48% |
$38.7K - $42.3K
|
4.32K
$518K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-381- 0.95% |
$42.2K - $46.2K
|
39.9K
$4.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-383- 5.34% |
$42.4K - $46.5K
|
6.79K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-385- 9.39% |
$42.7K - $46.7K
|
3.72K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-388- 15.67% |
$43K - $47.1K
|
2.09K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-389- 2.4% |
$43.1K - $47.2K
|
15.8K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-398- 3.31% |
$44.1K - $48.3K
|
11.6K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-407- 6.05% |
$45.1K - $49.4K
|
6.32K
$759K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-409- 3.39% |
$45.3K - $49.6K
|
11.7K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-412- 8.36% |
$45.7K - $50K
|
4.52K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-433- 4.5% |
$48K - $52.5K
|
9.19K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-492- 11.46% |
$54.5K - $59.7K
|
3.8K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-492- 2.31% |
$54.5K - $59.7K
|
20.8K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-509- 3.41% |
$56.4K - $61.7K
|
14.4K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-528- 56.05% |
$58.5K - $64K
|
414
$49.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-536- 5.0% |
$59.4K - $65K
|
10.2K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-562- 6.4% |
$62.3K - $68.2K
|
8.22K
$986K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-564- 10.61% |
$62.5K - $68.4K
|
4.75K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-564- 6.9% |
$62.5K - $68.4K
|
7.61K
$912K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-588- 1.42% |
$65.2K - $71.3K
|
40.8K
$4.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-596- 0.62% |
$66K - $72.3K
|
95.5K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-600- 13.08% |
$66.5K - $72.8K
|
3.99K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-655- 0.14% |
$72.6K - $79.4K
|
464K
$55.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-690- 3.7% |
$76.5K - $83.7K
|
18K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-690- 9.26% |
$76.5K - $83.7K
|
6.77K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-691- 17.7% |
$76.6K - $83.8K
|
3.21K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700- 4.28% |
$77.6K - $84.9K
|
15.7K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-722- 14.69% |
$80K - $87.6K
|
4.19K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-726- 5.22% |
$80.5K - $88K
|
13.2K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-798- 17.55% |
$88.4K - $96.8K
|
3.75K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-804- 0.3% |
$89.1K - $97.5K
|
271K
$32.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-807- 3.49% |
$89.4K - $97.9K
|
22.3K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-815- 17.23% |
$90.3K - $98.8K
|
3.92K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-828- 14.1% |
$91.8K - $100K
|
5.05K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-856- 3.06% |
$94.9K - $104K
|
27.1K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-888- 32.05% |
$98.4K - $108K
|
1.88K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-915- 17.9% |
$101K - $111K
|
4.2K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-922- 14.43% |
$102K - $112K
|
5.47K
$656K
|