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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.43KNew |
$153K - $169K
|
1.43K
$160K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.35K+ 2.85% |
$145K - $160K
|
48.8K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.28K+ 17.86% |
$138K - $152K
|
8.47K
$954K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.26K+ 43.04% |
$135K - $150K
|
4.18K
$471K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.24K+ 13.1% |
$134K - $147K
|
10.7K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.23K+ 29.99% |
$133K - $146K
|
5.34K
$601K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.22K+ 23.58% |
$131K - $145K
|
6.39K
$719K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.17K+ 8.3% |
$126K - $139K
|
15.3K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14K+ 0.42% |
$123K - $136K
|
272K
$30.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
1.14K+ 11.98% |
$122K - $135K
|
10.6K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.13K+ 43.83% |
$122K - $135K
|
3.72K
$419K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.13K+ 11.55% |
$121K - $134K
|
10.9K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.1K+ 27.51% |
$118K - $130K
|
5.08K
$572K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 0.52% |
$117K - $129K
|
210K
$23.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.08K+ 2.48% |
$116K - $128K
|
44.8K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.08K+ 8.14% |
$116K - $128K
|
14.4K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.07K+ 15.75% |
$115K - $127K
|
7.87K
$886K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.06K+ 14.96% |
$114K - $126K
|
8.17K
$920K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.01K+ 2.82% |
$108K - $119K
|
36.7K
$4.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.01K+ 3.94% |
$108K - $119K
|
26.6K
$2.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
961+ 26.8% |
$103K - $114K
|
4.55K
$512K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
947+ 7.62% |
$102K - $112K
|
13.4K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
940+ 4.11% |
$101K - $112K
|
23.8K
$2.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
939+ 27.35% |
$101K - $112K
|
4.37K
$492K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
938+ 353.96% |
$101K - $111K
|
1.2K
$135K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
878+ 26.74% |
$94.5K - $104K
|
4.16K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
834+ 6.37% |
$89.8K - $99K
|
13.9K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
825New |
$88.8K - $98K
|
825
$92.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
790+ 12.14% |
$85K - $93.8K
|
7.3K
$821K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
787+ 1.95% |
$84.7K - $93.5K
|
41.2K
$4.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
760+ 5.63% |
$81.8K - $90.3K
|
14.3K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
757+ 18.84% |
$81.5K - $89.9K
|
4.78K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
750+ 18.0% |
$80.7K - $89.1K
|
4.92K
$553K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
729+ 0.9% |
$78.5K - $86.6K
|
82K
$9.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
729+ 0.71% |
$78.5K - $86.6K
|
104K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
728+ 4.04% |
$78.3K - $86.5K
|
18.7K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
712+ 3.97% |
$76.6K - $84.6K
|
18.6K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
691+ 2.86% |
$74.4K - $82.1K
|
24.8K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
675New |
$72.6K - $80.2K
|
675
$76K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
664+ 167.25% |
$71.5K - $78.9K
|
1.06K
$119K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
657+ 18.06% |
$70.7K - $78K
|
4.3K
$483K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
648+ 1.4% |
$69.7K - $77K
|
47K
$5.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
635+ 4.28% |
$68.3K - $75.4K
|
15.5K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
610+ 9.3% |
$65.6K - $72.4K
|
7.17K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
570+ 4.95% |
$61.3K - $67.7K
|
12.1K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
553+ 9.89% |
$59.5K - $65.7K
|
6.15K
$692K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
552+ 3.77% |
$59.4K - $65.6K
|
15.2K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
545New |
$58.7K - $64.7K
|
545
$61.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
542New |
$58.3K - $64.4K
|
542
$61K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
542New |
$58.3K - $64.4K
|
542
$61K
|