Purchases and Sales Made in Q4 2024 in Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.7K+ 5.54% |
$4.18M - $4.57M
|
718K
$82.5M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
29.4KNew |
$3.26M - $3.57M
|
29.4K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
16KNew |
$1.77M - $1.94M
|
16K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.04K+ 3.33% |
$559K - $612K
|
157K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.71KNew |
$522K - $572K
|
4.71K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
4.17K+ 186.67% |
$463K - $506K
|
6.41K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.54KNew |
$392K - $429K
|
3.54K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
3.16KNew |
$350K - $383K
|
3.16K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.15KNew |
$350K - $383K
|
3.15K
$362K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.06KNew |
$339K - $371K
|
3.06K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.03K+ 16.17% |
$336K - $367K
|
21.8K
$2.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.88K+ 11.13% |
$319K - $349K
|
28.7K
$3.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.81K+ 1.14% |
$311K - $341K
|
249K
$28.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.41K+ 12.06% |
$267K - $292K
|
22.4K
$2.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.14KNew |
$237K - $260K
|
2.14K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.1K+ 49.55% |
$233K - $255K
|
6.34K
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 4.34% |
$210K - $230K
|
45.6K
$5.24M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
1.83K+ 62.34% |
$202K - $221K
|
4.76K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.77K+ 10.54% |
$196K - $214K
|
18.5K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.43K+ 212.0% |
$159K - $174K
|
2.11K
$242K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.04K+ 13.77% |
$115K - $126K
|
8.6K
$988K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
997+ 21.94% |
$110K - $121K
|
5.54K
$637K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
918+ 5.94% |
$102K - $111K
|
16.4K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
632+ 2.1% |
$70K - $76.6K
|
30.8K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
569+ 2.14% |
$63.1K - $69K
|
27.1K
$3.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
550+ 4.58% |
$61K - $66.7K
|
12.6K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
509+ 9.2% |
$56.4K - $61.7K
|
6.04K
$694K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
492+ 13.24% |
$54.5K - $59.7K
|
4.21K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
361+ 8.22% |
$40K - $43.8K
|
4.75K
$546K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
313+ 9.54% |
$34.7K - $38K
|
3.59K
$413K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
310+ 14.9% |
$34.4K - $37.6K
|
2.39K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
160+ 4.34% |
$17.7K - $19.4K
|
3.85K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
122New |
$13.5K - $14.8K
|
122
$14K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
97+ 28.7% |
$10.7K - $11.8K
|
435
$50K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.05% |
$4.77K - $5.22K
|
80.6K
$9.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 0.26% |
$3.66K - $4K
|
12.7K
$1.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24+ 0.9% |
$2.66K - $2.91K
|
2.68K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 1.02% |
$2.11K - $2.3K
|
1.89K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18+ 0.99% |
$1.99K - $2.18K
|
1.84K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.3% |
$1.33K - $1.46K
|
4K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$554 - $606
|
17K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.19% |
$222 - $243
|
1.06K
$122K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$111 - $121
|
1
$115
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8- 0.27% |
$887 - $970
|
2.91K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-31- 0.59% |
$3.44K - $3.76K
|
5.18K
$595K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32- 0.41% |
$3.55K - $3.88K
|
7.72K
$887K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 1.88% |
$4.21K - $4.61K
|
1.99K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 12.94% |
$4.43K - $4.85K
|
269
$30.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-58- 33.33% |
$6.43K - $7.03K
|
116
$13.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-72- 2.61% |
$7.98K - $8.73K
|
2.69K
$309K
|