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 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-92- 3.09% |
$10.2K - $11.2K
|
2.88K
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-93- 3.16% |
$10.3K - $11.3K
|
2.85K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-95- 0.7% |
$10.5K - $11.5K
|
13.4K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 13.07% |
$11.1K - $12.1K
|
665
$79.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-100- 0.99% |
$11.1K - $12.1K
|
10K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-104- 0.4% |
$11.5K - $12.6K
|
26.1K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-105- 5.34% |
$11.6K - $12.7K
|
1.86K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-108- 0.55% |
$12K - $13.1K
|
19.4K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-110- 0.89% |
$12.2K - $13.3K
|
12.2K
$1.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-116- 1.16% |
$12.9K - $14.1K
|
9.88K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-116- 0.33% |
$12.9K - $14.1K
|
35.3K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-120- 3.47% |
$13.3K - $14.6K
|
3.34K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-125- 2.63% |
$13.9K - $15.2K
|
4.62K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-126- 2.05% |
$14K - $15.3K
|
6.01K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-128- 4.48% |
$14.2K - $15.5K
|
2.73K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-129- 0.77% |
$14.3K - $15.6K
|
16.6K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-130- 2.19% |
$14.4K - $15.8K
|
5.8K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-134- 3.15% |
$14.8K - $16.3K
|
4.12K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-134Closed |
$14.8K - $16.3K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 4.33% |
$16.6K - $18.2K
|
3.32K
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-151- 4.51% |
$16.7K - $18.3K
|
3.2K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-153- 2.95% |
$17K - $18.6K
|
5.03K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-154- 47.09% |
$17.1K - $18.7K
|
173
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-157- 5.48% |
$17.4K - $19K
|
2.71K
$325K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-159- 0.65% |
$17.6K - $19.3K
|
24.5K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-172- 3.6% |
$19.1K - $20.9K
|
4.6K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-179- 1.71% |
$19.8K - $21.7K
|
10.3K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-179- 7.79% |
$19.8K - $21.7K
|
2.12K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-179- 83.64% |
$19.8K - $21.7K
|
35
$4.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-189- 5.38% |
$20.9K - $22.9K
|
3.32K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-190- 5.7% |
$21.1K - $23K
|
3.15K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-196Closed |
$21.7K - $23.8K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-202- 2.07% |
$22.4K - $24.5K
|
9.55K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-204- 10.09% |
$22.6K - $24.7K
|
1.82K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-205- 5.11% |
$22.7K - $24.9K
|
3.81K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-222- 57.36% |
$24.6K - $26.9K
|
165
$19.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-222- 0.53% |
$24.6K - $26.9K
|
41.3K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-232- 1.71% |
$25.7K - $28.1K
|
13.3K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-234- 0.77% |
$25.9K - $28.4K
|
30.3K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-235- 0.14% |
$26K - $28.5K
|
172K
$20.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-246- 8.73% |
$27.3K - $29.8K
|
2.57K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-252- 2.53% |
$27.9K - $30.6K
|
9.71K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-256- 9.96% |
$28.4K - $31K
|
2.31K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-274- 4.28% |
$30.4K - $33.2K
|
6.12K
$735K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-278- 8.24% |
$30.8K - $33.7K
|
3.1K
$371K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-285- 0.76% |
$31.6K - $34.6K
|
37.1K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-285- 4.65% |
$31.6K - $34.6K
|
5.85K
$702K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-286- 0.94% |
$31.7K - $34.7K
|
30K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-287- 1.88% |
$31.8K - $34.8K
|
15K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-292- 3.04% |
$32.4K - $35.4K
|
9.31K
$1.12M
|