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
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-9- 0.08% |
$969 - $1.07K
|
11.2K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 0.24% |
$1.08K - $1.19K
|
4.24K
$477K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 0.01% |
$1.08K - $1.19K
|
74.4K
$8.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-11- 3.64% |
$1.18K - $1.31K
|
291
$32.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12- 0.43% |
$1.29K - $1.43K
|
2.76K
$311K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-12- 0.64% |
$1.29K - $1.43K
|
1.87K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-13- 0.15% |
$1.4K - $1.54K
|
8.77K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13- 0.04% |
$1.4K - $1.54K
|
31.9K
$3.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 0.94% |
$1.51K - $1.66K
|
1.48K
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15- 0.25% |
$1.61K - $1.78K
|
5.93K
$668K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-17- 0.65% |
$1.83K - $2.02K
|
2.59K
$291K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-20- 0.58% |
$2.15K - $2.38K
|
3.46K
$389K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-22- 0.1% |
$2.37K - $2.61K
|
21.6K
$2.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-25- 1.12% |
$2.69K - $2.97K
|
2.22K
$249K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.99% |
$2.69K - $2.97K
|
2.51K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-28- 7.89% |
$3.01K - $3.33K
|
327
$36.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-32- 0.67% |
$3.44K - $3.8K
|
4.73K
$533K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-32- 0.94% |
$3.44K - $3.8K
|
3.37K
$380K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-34- 0.18% |
$3.66K - $4.04K
|
18.8K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 3.68% |
$3.77K - $4.16K
|
915
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 9.87% |
$3.98K - $4.39K
|
338
$38K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-38- 4.19% |
$4.09K - $4.51K
|
870
$97.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-41- 0.99% |
$4.41K - $4.87K
|
4.12K
$464K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-43- 1.28% |
$4.63K - $5.11K
|
3.33K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-49- 8.36% |
$5.27K - $5.82K
|
537
$60.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.13% |
$5.38K - $5.94K
|
37.4K
$4.21M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-52- 0.86% |
$5.6K - $6.18K
|
6K
$676K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-54- 2.83% |
$5.81K - $6.41K
|
1.85K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-54- 2.28% |
$5.81K - $6.41K
|
2.31K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-57- 1.94% |
$6.13K - $6.77K
|
2.88K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-60- 2.79% |
$6.46K - $7.13K
|
2.09K
$235K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-60- 0.84% |
$6.46K - $7.13K
|
7.07K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-60- 0.42% |
$6.46K - $7.13K
|
14.2K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-61- 4.89% |
$6.56K - $7.24K
|
1.19K
$134K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-62- 2.6% |
$6.67K - $7.36K
|
2.32K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-65- 3.11% |
$7K - $7.72K
|
2.02K
$228K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-65- 20.63% |
$7K - $7.72K
|
250
$28.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-73- 1.17% |
$7.86K - $8.67K
|
6.17K
$695K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-79- 0.22% |
$8.5K - $9.38K
|
35.8K
$4.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-81- 1.05% |
$8.72K - $9.62K
|
7.62K
$858K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-85- 1.37% |
$9.15K - $10.1K
|
6.14K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-88- 2.61% |
$9.47K - $10.5K
|
3.28K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-88- 13.79% |
$9.47K - $10.5K
|
550
$61.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 1.56% |
$10K - $11K
|
5.87K
$661K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-93- 0.92% |
$10K - $11K
|
9.99K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-93- 0.28% |
$10K - $11K
|
33.1K
$3.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 5.21% |
$10.8K - $11.9K
|
1.82K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-100- 0.98% |
$10.8K - $11.9K
|
10.1K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-101- 1.85% |
$10.9K - $12K
|
5.36K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-107- 1.68% |
$11.5K - $12.7K
|
6.25K
$703K
|