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 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-40- 12.94% |
$4.43K - $4.85K
|
269
$31.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-41- 3.45% |
$4.54K - $4.97K
|
1.15K
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-41- 0.27% |
$4.54K - $4.97K
|
15.2K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-46- 1.37% |
$5.1K - $5.58K
|
3.31K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.78% |
$5.54K - $6.06K
|
6.32K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-51- 0.48% |
$5.65K - $6.19K
|
10.6K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-51- 0.95% |
$5.65K - $6.19K
|
5.31K
$615K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-57- 0.26% |
$6.32K - $6.91K
|
21.5K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-58- 33.33% |
$6.43K - $7.03K
|
116
$13.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-60- 1.91% |
$6.65K - $7.28K
|
3.08K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-69- 0.04% |
$7.65K - $8.37K
|
185K
$21.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-72- 2.61% |
$7.98K - $8.73K
|
2.69K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-74- 0.41% |
$8.2K - $8.97K
|
18.1K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-78- 2.22% |
$8.64K - $9.46K
|
3.44K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-79- 0.29% |
$8.75K - $9.58K
|
27.3K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-80- 1.01% |
$8.87K - $9.7K
|
7.81K
$904K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-83- 0.92% |
$9.2K - $10.1K
|
8.91K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-86- 0.31% |
$9.53K - $10.4K
|
27.7K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-90- 1.04% |
$9.97K - $10.9K
|
8.56K
$991K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-92- 3.09% |
$10.2K - $11.2K
|
2.88K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-93- 3.16% |
$10.3K - $11.3K
|
2.85K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-100- 0.99% |
$11.1K - $12.1K
|
10K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 13.07% |
$11.1K - $12.1K
|
665
$77K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-105- 5.34% |
$11.6K - $12.7K
|
1.86K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.89% |
$12.2K - $13.3K
|
12.2K
$1.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-116- 1.16% |
$12.9K - $14.1K
|
9.88K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 3.47% |
$13.3K - $14.6K
|
3.34K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-125- 2.63% |
$13.9K - $15.2K
|
4.62K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-129- 0.77% |
$14.3K - $15.6K
|
16.6K
$1.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-159- 0.65% |
$17.6K - $19.3K
|
24.5K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-172- 3.6% |
$19.1K - $20.9K
|
4.6K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-179- 83.64% |
$19.8K - $21.7K
|
35
$4.05K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-179- 7.79% |
$19.8K - $21.7K
|
2.12K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-190- 5.7% |
$21.1K - $23K
|
3.15K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-202- 2.07% |
$22.4K - $24.5K
|
9.55K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-204- 10.09% |
$22.6K - $24.7K
|
1.82K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-222- 0.53% |
$24.6K - $26.9K
|
41.3K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-246- 8.73% |
$27.3K - $29.8K
|
2.57K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-256- 9.96% |
$28.4K - $31K
|
2.31K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-278- 8.24% |
$30.8K - $33.7K
|
3.1K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-285- 4.65% |
$31.6K - $34.6K
|
5.85K
$677K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 2.21% |
$33.2K - $36.4K
|
13.3K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-309- 1.85% |
$34.2K - $37.5K
|
16.4K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-310- 0.97% |
$34.4K - $37.6K
|
31.7K
$3.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-331- 27.51% |
$36.7K - $40.1K
|
872
$101K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-334- 9.11% |
$37K - $40.5K
|
3.33K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-412- 8.36% |
$45.7K - $50K
|
4.52K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-509- 3.41% |
$56.4K - $61.7K
|
14.4K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-528- 56.05% |
$58.5K - $64K
|
414
$47.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-564- 10.61% |
$62.5K - $68.4K
|
4.75K
$550K
|