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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.79M- 79.99% |
$309M - $338M
|
698K
$82.6M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-383K- 79.95% |
$42.5M - $46.5M
|
96.2K
$11.4M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-328K- 96.09% |
$36.4M - $39.8M
|
13.3K
$1.58M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-279K- 99.15% |
$31M - $33.9M
|
2.38K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-231K- 50.0% |
$25.6M - $28M
|
231K
$27.3M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-192K- 43.53% |
$21.2M - $23.2M
|
249K
$29.4M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-186K- 70.32% |
$20.6M - $22.6M
|
78.5K
$9.3M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-164K- 85.27% |
$18.2M - $19.9M
|
28.3K
$3.35M
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-148K- 74.79% |
$16.4M - $17.9M
|
49.8K
$5.9M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 26.56% |
$13.3M - $14.6M
|
332K
$39.3M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-78.2K- 96.78% |
$8.67M - $9.48M
|
2.6K
$308K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70.1K- 85.5% |
$7.77M - $8.5M
|
11.9K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-59.2K- 60.83% |
$6.56M - $7.18M
|
38.1K
$4.51M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-54K- 32.73% |
$5.98M - $6.55M
|
111K
$13.1M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49.8K- 14.8% |
$5.52M - $6.04M
|
287K
$34M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-43.4K- 5.45% |
$4.8M - $5.26M
|
753K
$89.1M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-38.8K- 90.87% |
$4.3M - $4.71M
|
3.9K
$462K
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-36.1K- 83.15% |
$4M - $4.38M
|
7.32K
$866K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-30.4K- 40.93% |
$3.37M - $3.69M
|
43.9K
$5.2M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26.8K- 38.32% |
$2.97M - $3.25M
|
43.1K
$5.1M
|
|
Jan 16, 2025
Q4 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-21.9K- 43.47% |
$2.42M - $2.65M
|
28.5K
$3.37M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 14.15% |
$2.39M - $2.62M
|
131K
$15.5M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-18.2K- 68.82% |
$2.02M - $2.21M
|
8.26K
$977K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.4K- 16.37% |
$1.59M - $1.74M
|
73.5K
$8.7M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-13.4K- 5.18% |
$1.48M - $1.62M
|
245K
$29M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.9K- 6.13% |
$1.43M - $1.56M
|
197K
$23.3M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-12.8K- 1.49% |
$1.42M - $1.55M
|
845K
$100M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 10.89% |
$1.38M - $1.51M
|
102K
$12.1M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.9K- 66.33% |
$1.31M - $1.44M
|
6.02K
$713K
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-11.2K- 24.5% |
$1.24M - $1.36M
|
34.4K
$4.08M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 43.92% |
$1.2M - $1.32M
|
13.9K
$1.64M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-10.8K- 31.86% |
$1.19M - $1.3M
|
23K
$2.72M
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-10.6K- 56.61% |
$1.18M - $1.29M
|
8.14K
$964K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.4K- 48.89% |
$1.15M - $1.26M
|
10.8K
$1.28M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.56K- 63.9% |
$1.06M - $1.16M
|
5.4K
$639K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.44K- 70.26% |
$935K - $1.02M
|
3.57K
$423K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.51K- 7.25% |
$833K - $911K
|
96.1K
$11.4M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.47K- 35.82% |
$828K - $906K
|
13.4K
$1.58M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.31K- 99.82% |
$811K - $887K
|
13
$1.54K
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.59K- 19.8% |
$730K - $799K
|
26.7K
$3.16M
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.27K- 4.09% |
$694K - $760K
|
147K
$17.4M
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.92K- 2.23% |
$656K - $718K
|
259K
$30.7M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.83K- 22.11% |
$646K - $707K
|
20.6K
$2.43M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.45K- 7.3% |
$604K - $661K
|
69.2K
$8.2M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-5.43K- 32.86% |
$601K - $658K
|
11.1K
$1.31M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.27K- 20.53% |
$584K - $639K
|
20.4K
$2.42M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.26K- 22.62% |
$582K - $637K
|
18K
$2.13M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.23K- 7.5% |
$580K - $635K
|
64.6K
$7.64M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.16K- 2.54% |
$572K - $626K
|
198K
$23.5M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.16K- 56.98% |
$572K - $626K
|
3.9K
$461K
|