Purchases and Sales Made in Q4 2024 in Ishares Core High Dividend ETF (HDV)

HDV Quotes by TradingView

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
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
115
+ 1.01%
$12.7K - $13.9K
11.5K $1.38M
Feb 11, 2025 Q4 2024
Old Point Trust & Financial Services N A

BUY
 -
109
New
$12.1K - $13.2K
109 $13.1K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
106
New
$11.7K - $12.9K
106 $12.7K
Jan 22, 2025 Q4 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
105
+ 1.05%
$11.6K - $12.7K
10.1K $1.21M
Feb 13, 2025 Q4 2024
Alexis Investment Partners, LLC

Montgomery, TX
BUY
 -
103
New
$11.4K - $12.5K
103 $12.4K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
99
+ 6.99%
$11K - $12K
1.52K $182K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
97
+ 28.7%
$10.7K - $11.8K
435 $52.2K
Jan 30, 2025 Q4 2024
Vicus Capital

State College, PA
BUY
 -
95
+ 2.17%
$10.5K - $11.5K
4.47K $536K
Feb 13, 2025 Q4 2024
Scotia Capital Inc.

BUY
 -
94
+ 0.47%
$10.4K - $11.4K
20.1K $2.41M
Feb 06, 2025 Q4 2024
Straight Path Wealth Management

BUY
 -
94
+ 1.01%
$10.4K - $11.4K
9.41K $1.13M
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
90
+ 12.21%
$9.97K - $10.9K
827 $99.2K
Jan 30, 2025 Q4 2024
Roman Butler Fullerton & CO

BUY
 -
88
+ 2.36%
$9.75K - $10.7K
3.82K $458K
Feb 11, 2025 Q4 2024
Lee Danner & Bass Inc

BUY
 -
87
New
$9.64K - $10.6K
87 $10.4K
Feb 14, 2025 Q4 2024
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
87
+ 0.34%
$9.64K - $10.6K
25.8K $3.09M
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
86
+ 252.94%
$9.53K - $10.4K
120 $14.4K
Feb 13, 2025 Q4 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
83
+ 0.82%
$9.2K - $10.1K
10.2K $1.22M
Feb 13, 2025 Q4 2024
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
73
+ 3.78%
$8.09K - $8.85K
2K $240K
Feb 10, 2025 Q4 2024
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
71
+ 3.07%
$7.87K - $8.61K
2.38K $286K
Feb 07, 2025 Q4 2024
Tortoise Investment Management, LLC

BUY
 -
66
New
$7.31K - $8K
66 $7.92K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
64
New
$7.09K - $7.76K
64 $7.68K
Jan 27, 2025 Q4 2024
Brandywine Oak Private Wealth LLC

BUY
 -
63
+ 0.17%
$6.98K - $7.64K
37.8K $4.54M
Jan 29, 2025 Q4 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
56
+ 0.34%
$6.21K - $6.79K
16.3K $1.96M
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
54
+ 0.01%
$5.98K - $6.55K
596K $71.5M
Feb 14, 2025 Q4 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
50
+ 10.53%
$5.54K - $6.06K
525 $63K
Jan 27, 2025 Q4 2024
1900 Wealth Management LLC

BUY
 -
48
+ 0.44%
$5.32K - $5.82K
11K $1.32M
Feb 04, 2025 Q4 2024
Kovack Advisors, Inc.

BUY
 -
47
+ 0.46%
$5.21K - $5.7K
10.2K $1.23M
Feb 12, 2025 Q4 2024
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
44
New
$4.88K - $5.34K
44 $5.28K
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
43
+ 0.05%
$4.77K - $5.22K
80.6K $9.66M
Jan 22, 2025 Q4 2024
Mayflower Financial Advisors, LLC

BUY
 -
40
+ 0.16%
$4.43K - $4.85K
24.9K $2.98M
Feb 14, 2025 Q4 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
40
+ 1.97%
$4.43K - $4.85K
2.07K $248K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

BUY
 -
33
+ 0.26%
$3.66K - $4K
12.7K $1.52M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
32
+ 0.98%
$3.55K - $3.88K
3.29K $394K
Feb 06, 2025 Q4 2024
Meridian Wealth Management, LLC

BUY
 -
31
+ 0.93%
$3.44K - $3.76K
3.35K $402K
Jan 23, 2025 Q4 2024
New Wave Wealth Advisors LLC

Springdale, AR
BUY
 -
30
New
$3.32K - $3.64K
30 $3.6K
Feb 13, 2025 Q4 2024
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
29
+ 0.1%
$3.21K - $3.52K
28.7K $3.45M
Feb 13, 2025 Q4 2024
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
28
+ 0.68%
$3.1K - $3.4K
4.15K $498K
Jan 28, 2025 Q4 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
27
+ 1.0%
$2.99K - $3.27K
2.72K $326K
Jan 21, 2025 Q4 2024
Wolff Financial Management LLC

BUY
 -
27
+ 0.08%
$2.99K - $3.27K
33.1K $3.97M
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
26
New
$2.88K - $3.15K
26 $3.12K
Feb 11, 2025 Q4 2024
Signature Estate & Investment Advisors LLC

BUY
 -
26
+ 0.3%
$2.88K - $3.15K
8.8K $1.06M
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
24
+ 0.9%
$2.66K - $2.91K
2.68K $322K
Feb 14, 2025 Q4 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
24
+ 0.12%
$2.66K - $2.91K
20.4K $2.44M
Feb 11, 2025 Q4 2024
Sfmg, LLC

BUY
 -
23
+ 0.88%
$2.55K - $2.79K
2.65K $318K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
23
New
$2.55K - $2.79K
23 $2.76K
Feb 05, 2025 Q4 2024
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
22
+ 0.55%
$2.44K - $2.67K
4.03K $483K
Feb 14, 2025 Q4 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
20
+ 0.99%
$2.22K - $2.43K
2.04K $245K
Jan 13, 2025 Q4 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
19
+ 1.02%
$2.11K - $2.3K
1.89K $226K
Feb 10, 2025 Q4 2024
Clearstead Trust, LLC

Portland, ME
BUY
 -
18
+ 1.0%
$1.99K - $2.18K
1.82K $219K
Jan 14, 2025 Q4 2024
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
18
+ 0.99%
$1.99K - $2.18K
1.84K $220K

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