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 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
128+ 3.82% |
$13.8K - $15.2K
|
3.48K
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
120+ 4.67% |
$12.9K - $14.3K
|
2.69K
$305K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
119+ 1.21% |
$12.8K - $14.1K
|
9.96K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
119+ 1.36% |
$12.8K - $14.1K
|
8.86K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
118+ 1.05% |
$12.7K - $14K
|
11.4K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
117+ 1.31% |
$12.6K - $13.9K
|
9.07K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
116+ 53.46% |
$12.5K - $13.8K
|
333
$37.8K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
108+ 57.14% |
$11.6K - $12.8K
|
297
$33.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
102+ 1.02% |
$11K - $12.1K
|
10.1K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
101+ 0.85% |
$10.9K - $12K
|
12K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
100+ 1.03% |
$10.8K - $11.9K
|
9.8K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
97+ 1.05% |
$10.4K - $11.5K
|
9.32K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
91New |
$9.79K - $10.8K
|
91
$10.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 6.62% |
$9.47K - $10.5K
|
1.42K
$161K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
78+ 2.44% |
$8.39K - $9.26K
|
3.28K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
74+ 0.19% |
$7.96K - $8.79K
|
38.3K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
73+ 0.53% |
$7.86K - $8.67K
|
13.9K
$1.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
69+ 0.01% |
$7.43K - $8.19K
|
465K
$52.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
65+ 2.82% |
$7K - $7.72K
|
2.37K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
62+ 3.16% |
$6.67K - $7.36K
|
2.02K
$229K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
59+ 0.81% |
$6.35K - $7.01K
|
7.36K
$835K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
57+ 2.56% |
$6.13K - $6.77K
|
2.28K
$259K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
55+ 0.13% |
$5.92K - $6.53K
|
41.5K
$4.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.52% |
$5.38K - $5.94K
|
9.62K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48+ 0.29% |
$5.17K - $5.7K
|
16.7K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
47New |
$5.06K - $5.58K
|
47
$5.33K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
47New |
$5.06K - $5.58K
|
47
$5.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
42+ 1.24% |
$4.52K - $4.99K
|
3.42K
$389K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
38+ 1.92% |
$4.09K - $4.51K
|
2.02K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
37+ 1.88% |
$3.98K - $4.39K
|
2K
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
35+ 0.09% |
$3.77K - $4.16K
|
40.3K
$4.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
34+ 0.73% |
$3.66K - $4.04K
|
4.69K
$532K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
32+ 110.34% |
$3.44K - $3.8K
|
61
$6.92K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32New |
$3.44K - $3.8K
|
32
$3.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
30+ 0.28% |
$3.23K - $3.56K
|
10.9K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
30+ 1.19% |
$3.23K - $3.56K
|
2.55K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
30New |
$3.23K - $3.56K
|
30
$3.41K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
26+ 0.99% |
$2.8K - $3.09K
|
2.66K
$302K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
25+ 0.18% |
$2.69K - $2.97K
|
13.6K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 35.82% |
$2.58K - $2.85K
|
91
$10.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
24+ 0.46% |
$2.58K - $2.85K
|
5.21K
$592K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
24+ 0.92% |
$2.58K - $2.85K
|
2.63K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
24+ 0.6% |
$2.58K - $2.85K
|
4K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
23+ 0.33% |
$2.48K - $2.73K
|
6.89K
$782K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 0.57% |
$2.48K - $2.73K
|
4.09K
$464K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
22+ 0.82% |
$2.37K - $2.61K
|
2.71K
$307K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.63% |
$2.15K - $2.38K
|
3.18K
$361K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
19+ 0.65% |
$2.04K - $2.26K
|
2.93K
$332K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.08% |
$2.04K - $2.26K
|
24.6K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
19+ 1.06% |
$2.04K - $2.26K
|
1.81K
$205K
|