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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45Closed |
$4.21K - $4.87K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-34- 1.32% |
$3.18K - $3.68K
|
2.54K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-21- 0.72% |
$1.96K - $2.27K
|
2.88K
$346K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-235K- 39.47% |
$21.4M - $24.9M
|
360K
$43.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-169K- 92.74% |
$15.5M - $17.9M
|
13.2K
$1.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-97K- 92.22% |
$8.86M - $10.3M
|
8.18K
$981K
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-28K- 17.26% |
$2.56M - $2.97M
|
134K
$16.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-24.1K- 57.32% |
$2.2M - $2.56M
|
18K
$2.15M
|
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-21.7K- 47.64% |
$1.98M - $2.3M
|
23.9K
$2.86M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-12.4K- 28.98% |
$1.13M - $1.31M
|
30.4K
$3.64M
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-10K- 16.79% |
$914K - $1.06M
|
49.6K
$5.95M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8K- 6.45% |
$730K - $848K
|
116K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.47K- 47.28% |
$682K - $791K
|
8.33K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-6.08K- 12.25% |
$555K - $644K
|
43.6K
$5.22M
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-5.49K- 17.49% |
$502K - $582K
|
25.9K
$3.11M
|
|
|
Feb 20, 2025
Q3 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.2KClosed |
$475K - $551K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.81K- 9.6% |
$439K - $510K
|
45.3K
$5.44M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.06K- 9.12% |
$188K - $218K
|
20.5K
$2.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.9K- 86.36% |
$173K - $201K
|
300
$36K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.79K- 3.63% |
$163K - $189K
|
47.3K
$5.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 13.87% |
$156K - $181K
|
10.6K
$1.27M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.44K- 37.18% |
$131K - $152K
|
2.43K
$291K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.27K- 9.31% |
$115K - $134K
|
12.3K
$1.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.05K- 27.42% |
$95.8K - $111K
|
2.78K
$333K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-993- 19.55% |
$90.7K - $105K
|
4.09K
$490K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-817- 19.82% |
$74.6K - $86.6K
|
3.31K
$397K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-806- 23.32% |
$73.6K - $85.4K
|
2.65K
$318K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-647- 58.39% |
$59.1K - $68.5K
|
461
$55.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-572- 16.05% |
$52.2K - $60.6K
|
2.99K
$359K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-510- 50.85% |
$46.6K - $54K
|
493
$59.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-226- 8.83% |
$20.6K - $23.9K
|
2.33K
$280K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-124Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 42.86% |
$6.85K - $7.95K
|
100
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-61- 50.41% |
$5.57K - $6.46K
|
60
$7.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-28- 1.33% |
$2.56K - $2.97K
|
2.08K
$249K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 18.87% |
$913 - $1.06K
|
43
$5.16K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-244KClosed |
$23.7M - $26.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-210K- 96.87% |
$20.4M - $23.1M
|
6.79K
$814K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-41.9KClosed |
$4.07M - $4.61M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-23.7KClosed |
$2.3M - $2.61M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-20.7K- 83.71% |
$2.01M - $2.28M
|
4.03K
$484K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.34KClosed |
$325K - $367K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.05K- 48.1% |
$296K - $335K
|
3.29K
$394K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-2.87KClosed |
$278K - $315K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.72K- 1.26% |
$264K - $299K
|
213K
$25.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.65KClosed |
$257K - $291K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.52K- 11.37% |
$245K - $277K
|
19.7K
$2.36M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.49KClosed |
$242K - $274K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.42KClosed |
$235K - $266K
|
0
$0
|
|