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 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-110- 0.73% |
$11.8K - $13.1K
|
15K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-115- 0.63% |
$12.4K - $13.7K
|
18.2K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-125- 0.81% |
$13.5K - $14.8K
|
15.3K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-126- 2.98% |
$13.6K - $15K
|
4.1K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-127- 3.19% |
$13.7K - $15.1K
|
3.86K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-132- 0.53% |
$14.2K - $15.7K
|
24.8K
$2.82M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-135- 1.08% |
$14.5K - $16K
|
12.4K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-144- 3.66% |
$15.5K - $17.1K
|
3.79K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-145- 0.19% |
$15.6K - $17.2K
|
74.7K
$8.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-145- 1.06% |
$15.6K - $17.2K
|
13.5K
$1.53M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-148- 4.74% |
$15.9K - $17.6K
|
2.97K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-150- 3.51% |
$16.1K - $17.8K
|
4.13K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-150- 1.72% |
$16.1K - $17.8K
|
8.58K
$974K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-177- 1.07% |
$19K - $21K
|
16.4K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-179- 3.64% |
$19.3K - $21.3K
|
4.75K
$539K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-181- 0.72% |
$19.5K - $21.5K
|
24.9K
$2.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-185- 2.17% |
$19.9K - $22K
|
8.35K
$948K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-190- 0.5% |
$20.4K - $22.6K
|
37.8K
$4.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-191- 0.79% |
$20.6K - $22.7K
|
24K
$2.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-191- 9.5% |
$20.6K - $22.7K
|
1.82K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-191- 4.89% |
$20.6K - $22.7K
|
3.72K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-192- 9.19% |
$20.7K - $22.8K
|
1.9K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-195- 2.43% |
$21K - $23.2K
|
7.84K
$889K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-198- 0.59% |
$21.3K - $23.5K
|
33.1K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-198- 36.53% |
$21.3K - $23.5K
|
344
$39K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-200- 1.45% |
$21.5K - $23.8K
|
13.6K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-200- 2.47% |
$21.5K - $23.8K
|
7.89K
$896K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-200- 0.13% |
$21.5K - $23.8K
|
157K
$17.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-216- 0.63% |
$23.2K - $25.7K
|
34.1K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-219- 2.12% |
$23.6K - $26K
|
10.1K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-234- 0.22% |
$25.2K - $27.8K
|
105K
$11.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-242- 4.87% |
$26K - $28.7K
|
4.73K
$537K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-248- 0.7% |
$26.7K - $29.5K
|
34.9K
$3.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-256- 4.55% |
$27.6K - $30.4K
|
5.37K
$610K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-264- 4.03% |
$28.4K - $31.4K
|
6.28K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-278- 1.83% |
$29.9K - $33K
|
14.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-284- 1.67% |
$30.6K - $33.7K
|
16.7K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-286- 4.25% |
$30.8K - $34K
|
6.45K
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-291- 7.14% |
$31.3K - $34.6K
|
3.78K
$429K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-300- 8.71% |
$32.3K - $35.6K
|
3.14K
$357K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-302- 2.49% |
$32.5K - $35.9K
|
11.8K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-313- 1.2% |
$33.7K - $37.2K
|
25.7K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-320- 13.83% |
$34.4K - $38K
|
1.99K
$226K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-321- 2.47% |
$34.5K - $38.1K
|
12.7K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-324- 33.68% |
$34.9K - $38.5K
|
638
$72.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-325- 5.82% |
$35K - $38.6K
|
5.26K
$597K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-336- 9.36% |
$36.2K - $39.9K
|
3.25K
$369K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-360- 2.31% |
$38.7K - $42.8K
|
15.3K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-362- 1.54% |
$39K - $43K
|
23.1K
$2.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-375- 15.56% |
$40.4K - $44.5K
|
2.04K
$231K
|