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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
120+ 6.59% |
$13.3K - $14.6K
|
1.94K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
105+ 1.05% |
$11.6K - $12.7K
|
10.1K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
99+ 6.99% |
$11K - $12K
|
1.52K
$176K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
97+ 28.7% |
$10.7K - $11.8K
|
435
$50.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
95+ 2.17% |
$10.5K - $11.5K
|
4.47K
$517K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
88+ 2.36% |
$9.75K - $10.7K
|
3.82K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
86+ 252.94% |
$9.53K - $10.4K
|
120
$13.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
63+ 0.17% |
$6.98K - $7.64K
|
37.8K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
56+ 0.34% |
$6.21K - $6.79K
|
16.3K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
48+ 0.44% |
$5.32K - $5.82K
|
11K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
43+ 0.05% |
$4.77K - $5.22K
|
80.6K
$9.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.16% |
$4.43K - $4.85K
|
24.9K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
33+ 0.26% |
$3.66K - $4K
|
12.7K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32+ 0.98% |
$3.55K - $3.88K
|
3.29K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
30New |
$3.32K - $3.64K
|
30
$3.47K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
27+ 1.0% |
$2.99K - $3.27K
|
2.72K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
27+ 0.08% |
$2.99K - $3.27K
|
33.1K
$3.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
24+ 0.9% |
$2.66K - $2.91K
|
2.68K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 1.02% |
$2.11K - $2.3K
|
1.89K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
18+ 0.99% |
$1.99K - $2.18K
|
1.84K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 0.41% |
$1.33K - $1.46K
|
2.97K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.3% |
$1.33K - $1.46K
|
4K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
11+ 0.29% |
$1.22K - $1.33K
|
3.8K
$439K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10+ 0.54% |
$1.11K - $1.21K
|
1.85K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10+ 0.06% |
$1.11K - $1.21K
|
16.3K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$554 - $606
|
17K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$443 - $485
|
5.41K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.19% |
$222 - $243
|
1.06K
$123K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 3.33% |
$111 - $121
|
31
$3.59K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$111 - $121
|
1
$116
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.89% |
$111 - $121
|
54
$6.25K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8- 0.27% |
$887 - $970
|
2.91K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8- 0.11% |
$887 - $970
|
7.42K
$860K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12- 1.45% |
$1.33K - $1.46K
|
813
$94.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-13- 2.56% |
$1.44K - $1.58K
|
495
$57.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-15- 0.13% |
$1.66K - $1.82K
|
11.7K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-17- 0.82% |
$1.88K - $2.06K
|
2.05K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-18- 0.79% |
$1.99K - $2.18K
|
2.26K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-20- 0.53% |
$2.22K - $2.43K
|
3.79K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-22- 0.76% |
$2.44K - $2.67K
|
2.86K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 1.99% |
$2.55K - $2.79K
|
1.13K
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30- 0.22% |
$3.32K - $3.64K
|
13.3K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-30- 0.27% |
$3.32K - $3.64K
|
11.1K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-31- 0.59% |
$3.44K - $3.76K
|
5.18K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-31- 7.65% |
$3.44K - $3.76K
|
374
$43.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32- 0.41% |
$3.55K - $3.88K
|
7.72K
$894K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-36- 1.92% |
$3.99K - $4.37K
|
1.84K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 1.88% |
$4.21K - $4.61K
|
1.99K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-39- 0.96% |
$4.32K - $4.73K
|
4.01K
$464K
|