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 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-21.9K- 43.47% |
$2.42M - $2.65M
|
28.5K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.8K- 38.32% |
$2.97M - $3.25M
|
43.1K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-30.4K- 40.93% |
$3.37M - $3.69M
|
43.9K
$5.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-36.1K- 83.15% |
$4M - $4.38M
|
7.32K
$851K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.4K- 5.45% |
$4.8M - $5.26M
|
753K
$87.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49.8K- 14.8% |
$5.52M - $6.04M
|
287K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54K- 32.73% |
$5.98M - $6.55M
|
111K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-59.2K- 60.83% |
$6.56M - $7.18M
|
38.1K
$4.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70.1K- 85.5% |
$7.77M - $8.5M
|
11.9K
$1.38M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-87K- 25.56% |
$9.64M - $10.6M
|
254K
$29.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 26.56% |
$13.3M - $14.6M
|
332K
$38.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-148K- 74.79% |
$16.4M - $17.9M
|
49.8K
$5.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-164K- 85.27% |
$18.2M - $19.9M
|
28.3K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-186K- 70.32% |
$20.6M - $22.6M
|
78.5K
$9.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-192K- 43.53% |
$21.2M - $23.2M
|
249K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-231K- 50.0% |
$25.6M - $28M
|
231K
$26.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-279K- 99.15% |
$31M - $33.9M
|
2.38K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-328K- 96.09% |
$36.4M - $39.8M
|
13.3K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-383K- 79.95% |
$42.5M - $46.5M
|
96.2K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.79M- 79.99% |
$309M - $338M
|
698K
$81.2M
|