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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-582- 1.05% |
$64.5K - $70.5K
|
55.1K
$6.58M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-574- 24.1% |
$63.6K - $69.5K
|
1.81K
$216K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-574- 65.83% |
$63.6K - $69.5K
|
298
$35.6K
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-570- 1.8% |
$63.2K - $69K
|
31.1K
$3.72M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-568- 5.35% |
$63K - $68.8K
|
10.1K
$1.2M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-550- 17.76% |
$61K - $66.6K
|
2.55K
$305K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-534- 8.44% |
$59.2K - $64.7K
|
5.79K
$692K
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-531- 5.64% |
$58.9K - $64.3K
|
8.88K
$1.06M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-528- 7.53% |
$58.5K - $64K
|
6.49K
$776K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-522- 4.64% |
$57.9K - $63.2K
|
10.7K
$1.28M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-511- 1.41% |
$56.6K - $61.9K
|
35.7K
$4.27M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-501- 60.58% |
$55.5K - $60.7K
|
326
$39K
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 21.93% |
$55.4K - $60.6K
|
1.78K
$213K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-500- 6.4% |
$55.4K - $60.6K
|
7.31K
$874K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.88% |
$55.4K - $60.6K
|
5.85K
$699K
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-497- 11.98% |
$55.1K - $60.2K
|
3.65K
$437K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-490- 59.04% |
$54.3K - $59.3K
|
340
$40.7K
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-480- 3.11% |
$53.2K - $58.1K
|
14.9K
$1.79M
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-474- 6.94% |
$52.5K - $57.4K
|
6.36K
$760K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-465- 9.95% |
$51.5K - $56.3K
|
4.21K
$503K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-452- 1.65% |
$50.1K - $54.7K
|
26.9K
$3.21M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-440- 4.91% |
$48.8K - $53.3K
|
8.53K
$1.02M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-428- 1.75% |
$47.4K - $51.8K
|
24K
$2.87M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-423- 2.68% |
$46.9K - $51.2K
|
15.4K
$1.84M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-384- 14.94% |
$42.6K - $46.5K
|
2.19K
$262K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-370- 9.62% |
$41K - $44.8K
|
3.48K
$416K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-369- 3.03% |
$40.9K - $44.7K
|
11.8K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-358- 14.71% |
$39.7K - $43.4K
|
2.08K
$248K
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-347- 39.57% |
$38.5K - $42K
|
530
$63.4K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-341- 13.26% |
$37.8K - $41.3K
|
2.23K
$267K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-339- 6.83% |
$37.6K - $41.1K
|
4.62K
$553K
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-331- 12.63% |
$36.7K - $40.1K
|
2.29K
$274K
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-326- 1.01% |
$36.1K - $39.5K
|
32.1K
$3.84M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-314- 2.33% |
$34.8K - $38K
|
13.2K
$1.58M
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-314- 7.81% |
$34.8K - $38K
|
3.7K
$443K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-302- 25.44% |
$33.5K - $36.6K
|
885
$106K
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-300- 7.15% |
$33.3K - $36.3K
|
3.9K
$466K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-299- 1.34% |
$33.1K - $36.2K
|
22K
$2.63M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-279- 1.42% |
$30.9K - $33.8K
|
19.3K
$2.31M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-274- 2.75% |
$30.4K - $33.2K
|
9.7K
$1.16M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-266- 46.26% |
$29.5K - $32.2K
|
309
$37K
|
|
Apr 22, 2025
Q1 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-265- 3.16% |
$29.4K - $32.1K
|
8.12K
$971K
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-264- 8.97% |
$29.3K - $32K
|
2.68K
$320K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-257- 1.08% |
$28.5K - $31.1K
|
23.5K
$2.81M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-256- 46.38% |
$28.4K - $31K
|
296
$35.4K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-253- 1.39% |
$28K - $30.6K
|
18K
$2.15M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-245- 1.84% |
$27.2K - $29.7K
|
13.1K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-232- 10.44% |
$25.7K - $28.1K
|
1.99K
$238K
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-222- 0.74% |
$24.6K - $26.9K
|
29.8K
$3.56M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-217- 0.37% |
$24.1K - $26.3K
|
58.8K
$7.03M
|