Latest Institutional Sells of Ishares Core High Dividend ETF (HDV)
This list provides information on the latest institutional transactions involving Ishares Core High Dividend ETF (HDV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-376K- 99.14% |
$40.5M - $44.7M
|
3.25K
$369K
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-216K- 87.79% |
$23.3M - $25.7M
|
30K
$3.41M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-167K- 96.92% |
$18M - $19.9M
|
5.32K
$603K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-61.1K- 1.32% |
$6.58M - $7.26M
|
4.58M
$520M
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-59.4K- 96.37% |
$6.4M - $7.06M
|
2.24K
$254K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-54.3K- 8.35% |
$5.84M - $6.45M
|
596K
$67.6M
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-49.9K- 22.49% |
$5.37M - $5.92M
|
172K
$19.5M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.2K- 2.95% |
$3.89M - $4.3M
|
1.19M
$135M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-36K- 4.03% |
$3.87M - $4.28M
|
858K
$97.3M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.1K- 90.42% |
$3.46M - $3.82M
|
3.4K
$386K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.1K- 7.89% |
$2.38M - $2.63M
|
258K
$29.3M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-21.8K- 63.42% |
$2.34M - $2.59M
|
12.6K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-20.9K- 51.02% |
$2.24M - $2.48M
|
20K
$2.27M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-15.9K- 47.9% |
$1.71M - $1.89M
|
17.3K
$1.96M
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11.8K- 26.16% |
$1.27M - $1.4M
|
33.3K
$3.78M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 0.98% |
$1.19M - $1.31M
|
1.11M
$126M
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-11K- 39.95% |
$1.18M - $1.3M
|
16.5K
$1.87M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-10.8K- 64.73% |
$1.17M - $1.29M
|
5.91K
$671K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9.62K- 76.91% |
$1.04M - $1.14M
|
2.89K
$328K
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-9.03K- 82.91% |
$971K - $1.07M
|
1.86K
$211K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.86K- 5.49% |
$845K - $933K
|
135K
$15.3M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.41K- 13.16% |
$798K - $880K
|
48.9K
$5.55M
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.21K- 6.41% |
$669K - $738K
|
90.6K
$10.3M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.01K- 3.8% |
$647K - $714K
|
152K
$17.3M
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.52K- 9.49% |
$594K - $656K
|
52.7K
$5.98M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.44K- 25.14% |
$585K - $645K
|
16.2K
$1.84M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.41K- 2.65% |
$582K - $642K
|
199K
$22.6M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.83K- 6.78% |
$520K - $573K
|
66.4K
$7.53M
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.35K- 7.95% |
$468K - $516K
|
50.3K
$5.71M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-4.04K- 2.94% |
$434K - $479K
|
133K
$15.1M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-3.95K- 2.11% |
$425K - $469K
|
183K
$20.7M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.64K- 14.13% |
$392K - $432K
|
22.1K
$2.51M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.6K- 1.87% |
$388K - $428K
|
189K
$21.4M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.56K- 14.95% |
$384K - $423K
|
20.3K
$2.3M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.44K- 48.52% |
$370K - $408K
|
3.64K
$414K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.38K- 4.3% |
$364K - $402K
|
75.2K
$8.54M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.36K- 11.55% |
$361K - $398K
|
25.7K
$2.92M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.1K- 2.21% |
$334K - $368K
|
137K
$15.5M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.96K- 8.97% |
$318K - $351K
|
30K
$3.4M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.95K- 4.64% |
$317K - $350K
|
60.5K
$6.87M
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.94K- 6.06% |
$317K - $350K
|
45.6K
$5.18M
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.77K- 23.33% |
$298K - $328K
|
9.09K
$1.03M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.6K- 12.13% |
$280K - $309K
|
18.8K
$2.14M
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.53K- 50.52% |
$272K - $300K
|
2.48K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.46K- 71.68% |
$265K - $293K
|
973
$110K
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.37K- 7.27% |
$255K - $281K
|
30.2K
$3.42M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.36K- 90.07% |
$254K - $280K
|
260
$29.5K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.19K- 9.52% |
$235K - $260K
|
20.8K
$2.36M
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.19K- 20.88% |
$235K - $259K
|
8.28K
$940K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.02K- 5.54% |
$218K - $240K
|
34.5K
$3.91M
|