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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.05K- 7.29% |
$228K - $249K
|
26.1K
$3.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.02K- 18.15% |
$224K - $245K
|
9.11K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.92K- 18.83% |
$213K - $232K
|
8.27K
$989K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.9K- 79.5% |
$211K - $230K
|
490
$58.6K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.88K- 42.42% |
$208K - $227K
|
2.55K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.85K- 2.51% |
$205K - $223K
|
71.7K
$8.57M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 1.28% |
$186K - $203K
|
129K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.57K- 71.35% |
$174K - $190K
|
630
$75.3K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.55K- 3.58% |
$171K - $187K
|
41.6K
$4.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.52K- 5.32% |
$168K - $183K
|
26.9K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 4.19% |
$168K - $183K
|
34.6K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.46K- 3.66% |
$162K - $177K
|
38.4K
$4.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.45K- 9.6% |
$161K - $176K
|
13.7K
$1.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.39K- 49.98% |
$155K - $169K
|
1.4K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.37K- 36.52% |
$152K - $166K
|
2.38K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.3K- 6.32% |
$144K - $157K
|
19.3K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.28K- 6.23% |
$142K - $155K
|
19.3K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.25K- 28.99% |
$139K - $152K
|
3.07K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.24K- 6.43% |
$137K - $150K
|
18K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 24.76% |
$135K - $148K
|
3.71K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-1.22K- 25.57% |
$135K - $147K
|
3.54K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.21K- 1.43% |
$134K - $147K
|
83.4K
$9.97M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.19K- 3.5% |
$132K - $144K
|
32.8K
$3.93M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.16K- 15.35% |
$129K - $140K
|
6.4K
$765K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.08K- 6.83% |
$120K - $131K
|
14.7K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.03K- 1.79% |
$114K - $125K
|
56.5K
$6.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-957- 18.11% |
$106K - $116K
|
4.33K
$518K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-934- 13.36% |
$104K - $113K
|
6.06K
$724K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-924- 15.35% |
$102K - $112K
|
5.1K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-901- 31.63% |
$99.9K - $109K
|
1.95K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-895- 4.68% |
$99.2K - $108K
|
18.2K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-890- 80.91% |
$98.7K - $108K
|
210
$25.1K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-872- 2.31% |
$96.7K - $106K
|
36.9K
$4.42M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-871- 0.85% |
$96.6K - $105K
|
101K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-854- 5.7% |
$94.7K - $103K
|
14.1K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-836- 8.12% |
$92.7K - $101K
|
9.45K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-825- 7.38% |
$91.5K - $99.9K
|
10.4K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-805- 2.72% |
$89.2K - $97.5K
|
28.8K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-791- 14.98% |
$87.7K - $95.8K
|
4.49K
$537K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-772- 33.1% |
$85.6K - $93.5K
|
1.56K
$187K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-760- 0.44% |
$84.3K - $92.1K
|
171K
$20.4M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-737- 8.33% |
$81.7K - $89.3K
|
8.12K
$971K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-715- 1.85% |
$79.3K - $86.6K
|
38K
$4.54M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-688- 2.58% |
$76.3K - $83.3K
|
26K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-656- 4.83% |
$72.7K - $79.5K
|
12.9K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-655- 1.85% |
$72.6K - $79.3K
|
34.7K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-636- 5.47% |
$70.5K - $77K
|
11K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-600- 10.98% |
$66.5K - $72.7K
|
4.87K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-598- 9.95% |
$66.3K - $72.4K
|
5.41K
$647K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-593- 3.3% |
$65.7K - $71.8K
|
17.4K
$2.08M
|