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 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
541+ 3.28% |
$58.2K - $64.2K
|
17K
$1.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
516+ 0.28% |
$55.5K - $61.3K
|
185K
$21M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
502+ 4.36% |
$54K - $59.6K
|
12K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
500New |
$53.8K - $59.4K
|
500
$56.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
500+ 25.0% |
$53.8K - $59.4K
|
2.5K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
497+ 37.79% |
$53.5K - $59K
|
1.81K
$206K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
465+ 0.68% |
$50K - $55.2K
|
68.9K
$7.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
462+ 17.23% |
$49.7K - $54.9K
|
3.14K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
456+ 16.26% |
$49.1K - $54.2K
|
3.26K
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
450New |
$48.4K - $53.4K
|
450
$51.1K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
441+ 4.04% |
$47.5K - $52.4K
|
11.4K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
428+ 12.31% |
$46.1K - $50.8K
|
3.9K
$443K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
404+ 10.29% |
$43.5K - $48K
|
4.33K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
404+ 1.34% |
$43.5K - $48K
|
30.5K
$3.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
380+ 2.84% |
$40.9K - $45.1K
|
13.8K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
374+ 7.25% |
$40.2K - $44.4K
|
5.54K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
326+ 28.1% |
$35.1K - $38.7K
|
1.49K
$169K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
321+ 1.78% |
$34.5K - $38.1K
|
18.4K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
310+ 29.19% |
$33.4K - $36.8K
|
1.37K
$156K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
303+ 2.97% |
$32.6K - $36K
|
10.5K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
287+ 0.25% |
$30.9K - $34.1K
|
116K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
274New |
$29.5K - $32.5K
|
274
$31.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
270+ 10.46% |
$29.1K - $32.1K
|
2.85K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
263+ 3.44% |
$28.3K - $31.2K
|
7.91K
$898K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
263+ 4.89% |
$28.3K - $31.2K
|
5.64K
$640K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
256+ 11.06% |
$27.6K - $30.4K
|
2.57K
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
233+ 9.02% |
$25.1K - $27.7K
|
2.82K
$320K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
225+ 1.3% |
$24.2K - $26.7K
|
17.5K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
215+ 2.53% |
$23.1K - $25.5K
|
8.73K
$991K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200+ 2.5% |
$21.5K - $23.8K
|
8.21K
$931K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
197+ 13.48% |
$21.2K - $23.4K
|
1.66K
$188K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
196New |
$21.1K - $23.3K
|
196
$22.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
189+ 5.69% |
$20.3K - $22.4K
|
3.51K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
180+ 1.83% |
$19.4K - $21.4K
|
9.99K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
177+ 5.37% |
$19K - $21K
|
3.48K
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
176+ 6.92% |
$18.9K - $20.9K
|
2.72K
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
173+ 1.73% |
$18.6K - $20.5K
|
10.2K
$1.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
166+ 27.67% |
$17.9K - $19.7K
|
766
$86.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
162+ 1.08% |
$17.4K - $19.2K
|
15.1K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
155+ 1.58% |
$16.7K - $18.4K
|
9.96K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
150+ 2.41% |
$16.1K - $17.8K
|
6.37K
$723K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
147+ 3.77% |
$15.8K - $17.5K
|
4.05K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
146+ 0.54% |
$15.7K - $17.3K
|
27.4K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
145+ 0.9% |
$15.6K - $17.2K
|
16.3K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
142+ 7.51% |
$15.3K - $16.9K
|
2.03K
$231K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
142+ 1.04% |
$15.3K - $16.9K
|
13.8K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
137+ 3.12% |
$14.7K - $16.3K
|
4.54K
$515K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
135+ 2.88% |
$14.5K - $16K
|
4.83K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
134New |
$14.4K - $15.9K
|
134
$15.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
128+ 0.79% |
$13.8K - $15.2K
|
16.3K
$1.85M
|