Purchases and Sales Made in Q3 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-313- 1.2% |
$33.7K - $37.2K
|
25.7K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-320- 13.83% |
$34.4K - $38K
|
1.99K
$238K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-321- 2.47% |
$34.5K - $38.1K
|
12.7K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-324- 33.68% |
$34.9K - $38.5K
|
638
$76.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-325- 5.82% |
$35K - $38.6K
|
5.26K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-336- 9.36% |
$36.2K - $39.9K
|
3.25K
$389K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-360- 2.31% |
$38.7K - $42.8K
|
15.3K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-362- 1.54% |
$39K - $43K
|
23.1K
$2.77M
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-375- 11.13% |
$40.4K - $44.5K
|
2.99K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-375- 15.56% |
$40.4K - $44.5K
|
2.04K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-377- 3.23% |
$40.6K - $44.8K
|
11.3K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-382- 0.42% |
$41.1K - $45.4K
|
90K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-392- 3.92% |
$42.2K - $46.6K
|
9.61K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-395- 4.21% |
$42.5K - $46.9K
|
8.99K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-396- 3.34% |
$42.6K - $47K
|
11.5K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-396- 25.55% |
$42.6K - $47K
|
1.15K
$138K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-411- 2.62% |
$44.2K - $48.8K
|
15.3K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-411- 2.2% |
$44.2K - $48.8K
|
18.2K
$2.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-432- 1.62% |
$46.5K - $51.3K
|
26.2K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-458- 1.39% |
$49.3K - $54.4K
|
32.4K
$3.88M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-480- 7.19% |
$51.7K - $57K
|
6.19K
$741K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-484- 0.2% |
$52.1K - $57.5K
|
246K
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-490- 2.91% |
$52.7K - $58.2K
|
16.4K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-540- 3.13% |
$58.1K - $64.1K
|
16.7K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-543- 3.15% |
$58.4K - $64.5K
|
16.7K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-550- 6.99% |
$59.2K - $65.3K
|
7.32K
$876K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-572- 10.92% |
$61.6K - $67.9K
|
4.67K
$558K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-600- 22.47% |
$64.6K - $71.3K
|
2.07K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-600- 7.02% |
$64.6K - $71.3K
|
7.95K
$951K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-600- 4.36% |
$64.6K - $71.3K
|
13.2K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-600- 4.99% |
$64.6K - $71.3K
|
11.4K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-605- 7.24% |
$65.1K - $71.8K
|
7.75K
$927K
|
|
|
Nov 14, 2024
Q3 2024
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-620- 17.78% |
$66.7K - $73.6K
|
2.87K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-635- 12.48% |
$68.3K - $75.4K
|
4.46K
$533K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-645- 5.4% |
$69.4K - $76.6K
|
11.3K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-646- 0.42% |
$69.5K - $76.7K
|
154K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-651- 1.18% |
$70.1K - $77.3K
|
54.3K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-695- 0.92% |
$74.8K - $82.5K
|
74.9K
$8.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-745- 18.19% |
$80.2K - $88.5K
|
3.35K
$401K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-764- 8.0% |
$82.2K - $90.7K
|
8.79K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-777- 2.15% |
$83.6K - $92.3K
|
35.4K
$4.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-788- 2.96% |
$84.8K - $93.6K
|
25.9K
$3.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-810- 18.71% |
$87.2K - $96.2K
|
3.52K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-831- 30.69% |
$89.4K - $98.7K
|
1.88K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-848- 9.47% |
$91.3K - $101K
|
8.11K
$970K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-850- 72.65% |
$91.5K - $101K
|
320
$38.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-901- 12.81% |
$97K - $107K
|
6.13K
$734K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-901- 2.59% |
$97K - $107K
|
33.8K
$4.05M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-910- 47.64% |
$97.9K - $108K
|
1K
$120K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-919- 1.99% |
$98.9K - $109K
|
45.3K
$5.42M
|