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 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$111 - $121
|
7.83K
$911K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3- 3.61% |
$332 - $364
|
80
$9.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-3- 0.01% |
$332 - $364
|
32.4K
$3.77M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5- 0.34% |
$554 - $606
|
1.48K
$172K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8- 0.11% |
$887 - $970
|
7.42K
$863K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8- 0.27% |
$887 - $970
|
2.91K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12- 1.45% |
$1.33K - $1.46K
|
813
$94.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13- 2.56% |
$1.44K - $1.58K
|
495
$57.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-15- 0.13% |
$1.66K - $1.82K
|
11.7K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17- 0.82% |
$1.88K - $2.06K
|
2.05K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-18- 0.79% |
$1.99K - $2.18K
|
2.26K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-20- 0.53% |
$2.22K - $2.43K
|
3.79K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-22- 0.54% |
$2.44K - $2.67K
|
4.07K
$473K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-22- 0.76% |
$2.44K - $2.67K
|
2.86K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-22- 0.22% |
$2.44K - $2.67K
|
9.97K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 1.99% |
$2.55K - $2.79K
|
1.13K
$132K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 26.37% |
$2.66K - $2.91K
|
67
$7.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-29- 0.76% |
$3.21K - $3.52K
|
3.76K
$438K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30- 0.22% |
$3.32K - $3.64K
|
13.3K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.27% |
$3.32K - $3.64K
|
11.1K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-31- 0.59% |
$3.44K - $3.76K
|
5.18K
$603K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-31- 7.65% |
$3.44K - $3.76K
|
374
$43.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32- 0.41% |
$3.55K - $3.88K
|
7.72K
$897K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-33- 0.29% |
$3.66K - $4K
|
11.2K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-35- 0.57% |
$3.88K - $4.24K
|
6.16K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-35- 0.46% |
$3.88K - $4.24K
|
7.59K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 3.83% |
$3.88K - $4.24K
|
880
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-35- 0.31% |
$3.88K - $4.24K
|
11.3K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-36- 1.92% |
$3.99K - $4.37K
|
1.84K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 1.88% |
$4.21K - $4.61K
|
1.99K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-39- 0.96% |
$4.32K - $4.73K
|
4.01K
$466K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 12.94% |
$4.43K - $4.85K
|
269
$31.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-41- 0.27% |
$4.54K - $4.97K
|
15.2K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-41- 3.45% |
$4.54K - $4.97K
|
1.15K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 1.97% |
$4.88K - $5.34K
|
2.19K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-45- 0.62% |
$4.99K - $5.46K
|
7.25K
$843K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-46- 1.37% |
$5.1K - $5.58K
|
3.31K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-46- 0.12% |
$5.1K - $5.58K
|
38.3K
$4.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.78% |
$5.54K - $6.06K
|
6.32K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 71.43% |
$5.54K - $6.06K
|
20
$2.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-51- 0.95% |
$5.65K - $6.19K
|
5.31K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-51- 0.48% |
$5.65K - $6.19K
|
10.6K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-53- 0.22% |
$5.87K - $6.43K
|
23.8K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-53- 0.16% |
$5.87K - $6.43K
|
33K
$3.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-57- 0.26% |
$6.32K - $6.91K
|
21.5K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-58- 33.33% |
$6.43K - $7.03K
|
116
$13.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-58- 2.45% |
$6.43K - $7.03K
|
2.31K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-60- 1.91% |
$6.65K - $7.28K
|
3.08K
$359K
|