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 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.54KNew |
$170K - $186K
|
1.54K
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.52K+ 6.18% |
$169K - $185K
|
26.2K
$3.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.43K+ 212.0% |
$159K - $174K
|
2.11K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.42K+ 40.78% |
$158K - $172K
|
4.91K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.36K+ 0.45% |
$151K - $165K
|
302K
$36.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.3KNew |
$144K - $158K
|
1.3K
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 2.4% |
$144K - $158K
|
55.6K
$6.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.27K+ 1.84% |
$141K - $154K
|
70.2K
$8.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.18K+ 2.63% |
$130K - $143K
|
45.8K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 3.29% |
$127K - $139K
|
36.1K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.15K+ 9.58% |
$127K - $139K
|
13.1K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.11K+ 19.72% |
$123K - $134K
|
6.72K
$806K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 0.81% |
$122K - $134K
|
138K
$16.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
1.05K+ 0.67% |
$116K - $127K
|
158K
$19M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.04K+ 13.77% |
$115K - $126K
|
8.6K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.03K+ 1.95% |
$114K - $124K
|
53.7K
$6.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.01K+ 13.73% |
$112K - $122K
|
8.37K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
998+ 8.79% |
$111K - $121K
|
12.4K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
997+ 21.94% |
$110K - $121K
|
5.54K
$665K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
944+ 2.29% |
$105K - $114K
|
42.2K
$5.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
935+ 42.21% |
$104K - $113K
|
3.15K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
929+ 0.95% |
$103K - $113K
|
99K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
918+ 5.94% |
$102K - $111K
|
16.4K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
852+ 1.9% |
$94.4K - $103K
|
45.6K
$5.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
789+ 5.5% |
$87.4K - $95.7K
|
15.1K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
780+ 20.22% |
$86.4K - $94.6K
|
4.64K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
777+ 0.85% |
$86.1K - $94.2K
|
92.4K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
751+ 5.98% |
$83.2K - $91.1K
|
13.3K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
717+ 38.67% |
$79.5K - $87K
|
2.57K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
699+ 4.01% |
$77.5K - $84.8K
|
18.1K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
689+ 1.88% |
$76.4K - $83.6K
|
37.4K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
683+ 16.32% |
$75.7K - $82.8K
|
4.87K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
643+ 3.17% |
$71.3K - $78K
|
20.9K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
632+ 2.1% |
$70K - $76.6K
|
30.8K
$3.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
631+ 1.08% |
$69.9K - $76.5K
|
59K
$7.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
622New |
$68.9K - $75.4K
|
622
$74.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
612+ 12.71% |
$67.8K - $74.2K
|
5.43K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
612+ 4.03% |
$67.8K - $74.2K
|
15.8K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
606+ 13.6% |
$67.2K - $73.5K
|
5.06K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
569+ 2.14% |
$63.1K - $69K
|
27.1K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
550+ 4.58% |
$61K - $66.7K
|
12.6K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
509+ 9.2% |
$56.4K - $61.7K
|
6.04K
$725K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
501+ 2.67% |
$55.5K - $60.8K
|
19.3K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
501+ 6.33% |
$55.5K - $60.8K
|
8.41K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
497+ 149.25% |
$55.1K - $60.3K
|
830
$99.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
492+ 13.24% |
$54.5K - $59.7K
|
4.21K
$505K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
474+ 7.46% |
$52.5K - $57.5K
|
6.83K
$819K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
466New |
$51.6K - $56.5K
|
466
$55.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
445+ 24.56% |
$49.3K - $54K
|
2.26K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
444+ 7.23% |
$49.2K - $53.8K
|
6.59K
$790K
|