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 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-588- 1.42% |
$65.2K - $71.3K
|
40.8K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-655- 0.14% |
$72.6K - $79.4K
|
464K
$53.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-690- 3.7% |
$76.5K - $83.7K
|
18K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-690- 9.26% |
$76.5K - $83.7K
|
6.77K
$783K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-691- 17.7% |
$76.6K - $83.8K
|
3.21K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-726- 5.22% |
$80.5K - $88K
|
13.2K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-798- 17.55% |
$88.4K - $96.8K
|
3.75K
$434K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-815- 17.23% |
$90.3K - $98.8K
|
3.92K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-828- 14.1% |
$91.8K - $100K
|
5.05K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-922- 14.43% |
$102K - $112K
|
5.47K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-962- 8.13% |
$107K - $117K
|
10.9K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-997- 8.83% |
$110K - $121K
|
10.3K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-998- 15.89% |
$111K - $121K
|
5.28K
$612K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-1.02K- 1.08% |
$113K - $124K
|
93K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.05K- 36.16% |
$116K - $127K
|
1.85K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.07K- 42.95% |
$118K - $129K
|
1.42K
$164K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.16K- 10.65% |
$128K - $140K
|
9.71K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 39.57% |
$139K - $152K
|
1.92K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.26K- 26.82% |
$139K - $153K
|
3.43K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.29K- 1.43% |
$143K - $156K
|
88.7K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.33K- 7.09% |
$148K - $162K
|
17.5K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.45K- 4.06% |
$161K - $176K
|
34.3K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 26.83% |
$168K - $184K
|
4.13K
$478K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.53K- 16.8% |
$169K - $185K
|
7.56K
$875K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.57K- 10.98% |
$174K - $190K
|
12.7K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.64K- 18.74% |
$181K - $198K
|
7.09K
$821K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-1.69K- 11.22% |
$187K - $204K
|
13.3K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.03K- 4.49% |
$225K - $247K
|
43.3K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-2.08K- 11.88% |
$231K - $252K
|
15.4K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.2K- 14.32% |
$243K - $266K
|
13.1K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.2K- 37.2% |
$244K - $267K
|
3.71K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.45K- 34.42% |
$272K - $298K
|
4.68K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.61K- 15.68% |
$290K - $317K
|
14.1K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-2.93K- 29.93% |
$325K - $356K
|
6.87K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.07K- 25.63% |
$340K - $372K
|
8.9K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.4K- 14.18% |
$376K - $412K
|
20.6K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-4K- 5.06% |
$443K - $485K
|
75K
$8.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.16K- 56.98% |
$572K - $626K
|
3.9K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.26K- 22.62% |
$582K - $637K
|
18K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.27K- 20.53% |
$584K - $639K
|
20.4K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.43K- 32.86% |
$601K - $658K
|
11.1K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.31K- 99.82% |
$811K - $887K
|
13
$1.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.44K- 70.26% |
$935K - $1.02M
|
3.57K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.56K- 63.9% |
$1.06M - $1.16M
|
5.4K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.2K- 68.82% |
$2.02M - $2.21M
|
8.26K
$956K
|
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-21.9K- 43.47% |
$2.42M - $2.65M
|
28.5K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-164K- 85.27% |
$18.2M - $19.9M
|
28.3K
$3.28M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-279K- 99.15% |
$31M - $33.9M
|
2.38K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-328K- 96.09% |
$36.4M - $39.8M
|
13.3K
$1.55M
|