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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.03K- 4.49% |
$225K - $247K
|
43.3K
$5.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-2.08K- 11.88% |
$231K - $252K
|
15.4K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.13K- 10.04% |
$236K - $258K
|
19.1K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.2K- 14.32% |
$243K - $266K
|
13.1K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.2K- 37.2% |
$244K - $267K
|
3.71K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.45K- 34.42% |
$272K - $298K
|
4.68K
$544K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.61K- 15.68% |
$290K - $317K
|
14.1K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.69K- 7.25% |
$298K - $326K
|
34.4K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.71K- 0.37% |
$300K - $328K
|
722K
$84M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.85K- 1.87% |
$316K - $346K
|
149K
$17.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.93K- 29.93% |
$325K - $356K
|
6.87K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.98K- 1.94% |
$331K - $362K
|
150K
$17.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.07K- 25.63% |
$340K - $372K
|
8.9K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.4K- 14.18% |
$376K - $412K
|
20.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.42K- 11.4% |
$379K - $415K
|
26.6K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.7K- 1.96% |
$410K - $449K
|
185K
$21.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.75K- 53.45% |
$415K - $454K
|
3.26K
$379K
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-4K- 5.06% |
$443K - $485K
|
75K
$8.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.24K- 12.54% |
$470K - $515K
|
29.6K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-4.26K- 25.89% |
$472K - $517K
|
12.2K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.16K- 56.98% |
$572K - $626K
|
3.9K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.16K- 2.54% |
$572K - $626K
|
198K
$23.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.23K- 7.5% |
$580K - $635K
|
64.6K
$7.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.26K- 22.62% |
$582K - $637K
|
18K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.27K- 20.53% |
$584K - $639K
|
20.4K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.43K- 32.86% |
$601K - $658K
|
11.1K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.45K- 7.3% |
$604K - $661K
|
69.2K
$8.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.83K- 22.11% |
$646K - $707K
|
20.6K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.92K- 2.23% |
$656K - $718K
|
259K
$30.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.27K- 4.09% |
$694K - $760K
|
147K
$17.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.59K- 19.8% |
$730K - $799K
|
26.7K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.31K- 99.82% |
$811K - $887K
|
13
$1.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.47K- 35.82% |
$828K - $906K
|
13.4K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.51K- 7.25% |
$833K - $911K
|
96.1K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.44K- 70.26% |
$935K - $1.02M
|
3.57K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.56K- 63.9% |
$1.06M - $1.16M
|
5.4K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.4K- 48.89% |
$1.15M - $1.26M
|
10.8K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-10.6K- 56.61% |
$1.18M - $1.29M
|
8.14K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.8K- 31.86% |
$1.19M - $1.3M
|
23K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 43.92% |
$1.2M - $1.32M
|
13.9K
$1.61M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.2K- 62.02% |
$1.24M - $1.35M
|
6.84K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-11.2K- 24.5% |
$1.24M - $1.36M
|
34.4K
$4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.9K- 66.33% |
$1.31M - $1.44M
|
6.02K
$700K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 10.89% |
$1.38M - $1.51M
|
102K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.8K- 1.49% |
$1.42M - $1.55M
|
845K
$98.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.9K- 6.13% |
$1.43M - $1.56M
|
197K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.4K- 5.18% |
$1.48M - $1.62M
|
245K
$28.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.4K- 16.37% |
$1.59M - $1.74M
|
73.5K
$8.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.2K- 68.82% |
$2.02M - $2.21M
|
8.26K
$960K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 14.15% |
$2.39M - $2.62M
|
131K
$15.2M
|