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 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
436+ 31.78% |
$48.3K - $52.9K
|
1.81K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
419+ 10.07% |
$46.4K - $50.8K
|
4.58K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
401New |
$44.4K - $48.6K
|
401
$48.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
398New |
$44.1K - $48.3K
|
398
$47.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
379+ 4.47% |
$42K - $46K
|
8.85K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
374+ 10.26% |
$41.4K - $45.4K
|
4.02K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
368+ 7.62% |
$40.8K - $44.6K
|
5.2K
$623K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
368+ 13.6% |
$40.8K - $44.6K
|
3.07K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
365+ 12.19% |
$40.4K - $44.3K
|
3.36K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
361+ 8.22% |
$40K - $43.8K
|
4.75K
$570K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
350New |
$38.8K - $42.4K
|
350
$42K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
317+ 3.5% |
$35.1K - $38.4K
|
9.39K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
313+ 9.54% |
$34.7K - $38K
|
3.59K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
311+ 7.0% |
$34.5K - $37.7K
|
4.76K
$570K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
310+ 14.9% |
$34.4K - $37.6K
|
2.39K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
293+ 4.78% |
$32.5K - $35.5K
|
6.43K
$771K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
289+ 5.49% |
$32K - $35K
|
5.55K
$666K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
285+ 1.74% |
$31.6K - $34.6K
|
16.7K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
284+ 0.87% |
$31.5K - $34.4K
|
32.7K
$3.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
270New |
$29.9K - $32.7K
|
270
$32.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
270+ 14.84% |
$29.9K - $32.7K
|
2.09K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
263+ 6.43% |
$29.1K - $31.9K
|
4.35K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
261+ 89.69% |
$28.9K - $31.7K
|
552
$66.2K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
261+ 1.02% |
$28.9K - $31.7K
|
25.8K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
250+ 13.28% |
$27.7K - $30.3K
|
2.13K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248+ 5.47% |
$27.5K - $30.1K
|
4.78K
$574K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
245+ 0.63% |
$27.2K - $29.7K
|
38.9K
$4.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
219+ 1.66% |
$24.3K - $26.6K
|
13.4K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
215+ 1.09% |
$23.8K - $26.1K
|
19.9K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
214New |
$23.7K - $26K
|
214
$25.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
201+ 0.91% |
$22.3K - $24.4K
|
22.3K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
200New |
$22.2K - $24.3K
|
200
$24K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
191+ 7.38% |
$21.2K - $23.2K
|
2.78K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
175New |
$19.4K - $21.2K
|
175
$21K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$18.5K - $20.3K
|
167
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
160+ 4.34% |
$17.7K - $19.4K
|
3.85K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
159+ 5.77% |
$17.6K - $19.3K
|
2.92K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
157+ 1.55% |
$17.4K - $19K
|
10.3K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
157+ 5.07% |
$17.4K - $19K
|
3.25K
$390K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
152+ 4.71% |
$16.8K - $18.4K
|
3.38K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
146+ 2.64% |
$16.2K - $17.7K
|
5.68K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
145+ 6.56% |
$16.1K - $17.6K
|
2.35K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
138+ 0.36% |
$15.3K - $16.7K
|
38.7K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
137+ 1.0% |
$15.2K - $16.6K
|
13.9K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
131+ 10.68% |
$14.5K - $15.9K
|
1.36K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
131New |
$14.5K - $15.9K
|
131
$15.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
122New |
$13.5K - $14.8K
|
122
$14.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
120+ 6.59% |
$13.3K - $14.6K
|
1.94K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
120+ 1.01% |
$13.3K - $14.6K
|
12K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
118+ 1.63% |
$13.1K - $14.3K
|
7.35K
$882K
|