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 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-20- 0.53% |
$2.22K - $2.43K
|
3.79K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-22- 0.22% |
$2.44K - $2.67K
|
9.97K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-22- 0.76% |
$2.44K - $2.67K
|
2.86K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-22- 0.54% |
$2.44K - $2.67K
|
4.07K
$488K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 1.99% |
$2.55K - $2.79K
|
1.13K
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 26.37% |
$2.66K - $2.91K
|
67
$8.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-29- 0.76% |
$3.21K - $3.52K
|
3.76K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30- 0.22% |
$3.32K - $3.64K
|
13.3K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.27% |
$3.32K - $3.64K
|
11.1K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-31- 7.65% |
$3.44K - $3.76K
|
374
$44.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-31- 0.59% |
$3.44K - $3.76K
|
5.18K
$622K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32- 0.41% |
$3.55K - $3.88K
|
7.72K
$926K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-33- 0.29% |
$3.66K - $4K
|
11.2K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-35- 0.46% |
$3.88K - $4.24K
|
7.59K
$910K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-35- 0.57% |
$3.88K - $4.24K
|
6.16K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 3.83% |
$3.88K - $4.24K
|
880
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-35- 0.31% |
$3.88K - $4.24K
|
11.3K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-36- 1.92% |
$3.99K - $4.37K
|
1.84K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 1.88% |
$4.21K - $4.61K
|
1.99K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-39- 0.96% |
$4.32K - $4.73K
|
4.01K
$480K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 12.94% |
$4.43K - $4.85K
|
269
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-41- 3.45% |
$4.54K - $4.97K
|
1.15K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-41- 0.27% |
$4.54K - $4.97K
|
15.2K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 1.97% |
$4.88K - $5.34K
|
2.19K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-45- 0.62% |
$4.99K - $5.46K
|
7.25K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-46- 0.12% |
$5.1K - $5.58K
|
38.3K
$4.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-46- 1.37% |
$5.1K - $5.58K
|
3.31K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 71.43% |
$5.54K - $6.06K
|
20
$2.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.78% |
$5.54K - $6.06K
|
6.32K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-51- 0.95% |
$5.65K - $6.19K
|
5.31K
$637K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-51- 0.48% |
$5.65K - $6.19K
|
10.6K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-53- 0.16% |
$5.87K - $6.43K
|
33K
$3.96M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-53- 0.22% |
$5.87K - $6.43K
|
23.8K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-57- 0.26% |
$6.32K - $6.91K
|
21.5K
$2.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-58- 33.33% |
$6.43K - $7.03K
|
116
$13.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-58- 2.45% |
$6.43K - $7.03K
|
2.31K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-60- 1.91% |
$6.65K - $7.28K
|
3.08K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-63- 1.89% |
$6.98K - $7.64K
|
3.26K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-69- 0.04% |
$7.65K - $8.37K
|
185K
$22.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-71- 2.26% |
$7.87K - $8.61K
|
3.07K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-72- 2.61% |
$7.98K - $8.73K
|
2.69K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-74- 0.41% |
$8.2K - $8.97K
|
18.1K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-78- 2.22% |
$8.64K - $9.46K
|
3.44K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-79- 0.29% |
$8.75K - $9.58K
|
27.3K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-80- 1.01% |
$8.87K - $9.7K
|
7.81K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-80- 57.55% |
$8.87K - $9.7K
|
59
$7.08K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-83- 0.92% |
$9.2K - $10.1K
|
8.91K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-86- 0.31% |
$9.53K - $10.4K
|
27.7K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-90- 0.79% |
$9.97K - $10.9K
|
11.3K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-90- 1.04% |
$9.97K - $10.9K
|
8.56K
$1.03M
|