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
|
Investment Advisory Group, LLC
|
SELL
|
- |
-74- 0.41% |
$8.2K - $8.97K
|
18.1K
$2.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-86- 0.31% |
$9.53K - $10.4K
|
27.7K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-92- 3.09% |
$10.2K - $11.2K
|
2.88K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-93- 3.16% |
$10.3K - $11.3K
|
2.85K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 13.07% |
$11.1K - $12.1K
|
665
$76.4K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.89% |
$12.2K - $13.3K
|
12.2K
$1.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-116- 1.16% |
$12.9K - $14.1K
|
9.88K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 3.47% |
$13.3K - $14.6K
|
3.34K
$383K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-159- 0.65% |
$17.6K - $19.3K
|
24.5K
$2.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-172- 3.6% |
$19.1K - $20.9K
|
4.6K
$529K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-246- 8.73% |
$27.3K - $29.8K
|
2.57K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-256- 9.96% |
$28.4K - $31K
|
2.31K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-278- 8.24% |
$30.8K - $33.7K
|
3.1K
$356K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-285- 4.65% |
$31.6K - $34.6K
|
5.85K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-310- 0.97% |
$34.4K - $37.6K
|
31.7K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-334- 9.11% |
$37K - $40.5K
|
3.33K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-412- 8.36% |
$45.7K - $50K
|
4.52K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-655- 0.14% |
$72.6K - $79.4K
|
464K
$53.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-690- 9.26% |
$76.5K - $83.7K
|
6.77K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-691- 17.7% |
$76.6K - $83.8K
|
3.21K
$369K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-815- 17.23% |
$90.3K - $98.8K
|
3.92K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-962- 8.13% |
$107K - $117K
|
10.9K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-998- 15.89% |
$111K - $121K
|
5.28K
$607K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.02K- 1.08% |
$113K - $124K
|
93K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.45K- 4.06% |
$161K - $176K
|
34.3K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.64K- 18.74% |
$181K - $198K
|
7.09K
$815K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1.69K- 11.22% |
$187K - $204K
|
13.3K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.03K- 4.49% |
$225K - $247K
|
43.3K
$4.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.2K- 37.2% |
$244K - $267K
|
3.71K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.61K- 15.68% |
$290K - $317K
|
14.1K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.16K- 56.98% |
$572K - $626K
|
3.9K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.27K- 20.53% |
$584K - $639K
|
20.4K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.43K- 32.86% |
$601K - $658K
|
11.1K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.2K- 68.82% |
$2.02M - $2.21M
|
8.26K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-21.9K- 43.47% |
$2.42M - $2.65M
|
28.5K
$3.27M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-279K- 99.15% |
$31M - $33.9M
|
2.38K
$274K
|