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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
932KNew |
$103M - $113M
|
932K
$112M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
889K+ 74.57% |
$98.5M - $108M
|
2.08M
$250M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
338K+ 10416.13% |
$37.5M - $41M
|
342K
$41M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
252K+ 331.02% |
$28M - $30.6M
|
329K
$39.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
234KNew |
$25.9M - $28.4M
|
234K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
231K+ 100.0% |
$25.6M - $28M
|
462K
$55.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 6.42% |
$15.9M - $17.4M
|
2.38M
$285M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
114K+ 2.49% |
$12.6M - $13.8M
|
4.69M
$563M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
106K+ 33.33% |
$11.8M - $12.9M
|
424K
$50.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
105KNew |
$11.7M - $12.8M
|
105K
$12.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
96.3K+ 38.28% |
$10.7M - $11.7M
|
348K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.7K+ 46.66% |
$7.95M - $8.7M
|
225K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
62.2KNew |
$6.89M - $7.54M
|
62.2K
$7.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.9K+ 4.76% |
$5.86M - $6.41M
|
1.16M
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48.4K+ 4971.12% |
$5.36M - $5.87M
|
49.3K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.7K+ 3.5% |
$4.62M - $5.06M
|
1.23M
$148M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41K+ 8.2% |
$4.54M - $4.97M
|
541K
$64.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
40.3K+ 1982.75% |
$4.47M - $4.89M
|
42.4K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
38.7KNew |
$4.28M - $4.69M
|
38.7K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
38KNew |
$4.21M - $4.61M
|
38K
$4.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.7K+ 5.54% |
$4.18M - $4.57M
|
718K
$86.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36K+ 47.87% |
$3.99M - $4.37M
|
111K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
30.7KNew |
$3.4M - $3.73M
|
30.7K
$3.69M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
29.4KNew |
$3.26M - $3.57M
|
29.4K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29K+ 15.31% |
$3.22M - $3.52M
|
219K
$26.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
22.7K+ 12.41% |
$2.51M - $2.75M
|
205K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
21.8K+ 1.45% |
$2.42M - $2.65M
|
1.53M
$184M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
20.6KNew |
$2.29M - $2.5M
|
20.6K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
19.6KNew |
$2.17M - $2.38M
|
19.6K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.8K+ 0.6% |
$2.08M - $2.28M
|
3.15M
$378M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
17.9KNew |
$1.98M - $2.17M
|
17.9K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
16.8K+ 49.36% |
$1.86M - $2.04M
|
50.9K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
16.1KNew |
$1.78M - $1.95M
|
16.1K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
16KNew |
$1.77M - $1.94M
|
16K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15.6KNew |
$1.73M - $1.9M
|
15.6K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.4K+ 25.16% |
$1.7M - $1.86M
|
76.5K
$9.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14.5KNew |
$1.61M - $1.76M
|
14.5K
$1.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
13.7K+ 294.91% |
$1.52M - $1.67M
|
18.4K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 22.19% |
$1.49M - $1.63M
|
74K
$8.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
13.2KNew |
$1.47M - $1.61M
|
13.2K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12K+ 27.29% |
$1.33M - $1.45M
|
55.8K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
11.6KNew |
$1.28M - $1.4M
|
11.6K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.4KNew |
$1.26M - $1.38M
|
11.4K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 7.92% |
$1.19M - $1.3M
|
146K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.65K+ 112.49% |
$1.07M - $1.17M
|
18.2K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
9.51K+ 14.33% |
$1.05M - $1.15M
|
75.9K
$9.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.28KNew |
$1.03M - $1.13M
|
9.28K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.28KNew |
$1.03M - $1.13M
|
9.28K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.9KNew |
$986K - $1.08M
|
8.9K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.84K+ 8.75% |
$980K - $1.07M
|
110K
$13.2M
|