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 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-13- 0.15% |
$1.4K - $1.54K
|
8.77K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12- 0.43% |
$1.29K - $1.43K
|
2.76K
$325K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-12- 0.64% |
$1.29K - $1.43K
|
1.87K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-11- 3.64% |
$1.18K - $1.31K
|
291
$34.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10- 0.01% |
$1.08K - $1.19K
|
74.4K
$8.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 0.24% |
$1.08K - $1.19K
|
4.24K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-9- 0.08% |
$969 - $1.07K
|
11.2K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7- 0.16% |
$753 - $831
|
4.26K
$501K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4- 0.02% |
$430 - $475
|
23.6K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.01% |
$215 - $238
|
20.3K
$2.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$108 - $119
|
737
$86.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1- 0.02% |
$108 - $119
|
4.93K
$580K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12.7K- 90.05% |
$1.34M - $1.41M
|
1.4K
$165K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-6.72K- 72.22% |
$711K - $751K
|
2.59K
$304K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.23K- 38.07% |
$659K - $695K
|
10.1K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-5.6K- 93.55% |
$593K - $625K
|
386
$45.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.54K- 46.14% |
$481K - $507K
|
5.3K
$624K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-4.3K- 57.33% |
$455K - $480K
|
3.2K
$377K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3K- 57.65% |
$318K - $335K
|
2.2K
$259K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.26KClosed |
$239K - $252K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.75K- 35.29% |
$185K - $196K
|
3.21K
$378K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.49K- 11.29% |
$157K - $166K
|
11.7K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.49K- 18.94% |
$157K - $166K
|
6.36K
$748K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 36.79% |
$108K - $114K
|
1.75K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-954- 26.98% |
$101K - $107K
|
2.58K
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-900- 31.03% |
$95.3K - $101K
|
2K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-845- 2.71% |
$89.4K - $94.4K
|
30.3K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-829- 19.9% |
$87.7K - $92.6K
|
3.34K
$393K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-740- 50.68% |
$78.3K - $82.6K
|
720
$84.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-609- 56.18% |
$64.5K - $68K
|
475
$55.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-480- 3.1% |
$50.8K - $53.6K
|
15K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-465- 18.6% |
$49.2K - $51.9K
|
2.04K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-450- 26.83% |
$47.6K - $50.3K
|
1.23K
$144K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-368- 5.93% |
$39K - $41.1K
|
5.84K
$687K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-358- 91.33% |
$37.9K - $40K
|
34
$4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-327Closed |
$34.6K - $36.5K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-320- 5.89% |
$33.9K - $35.7K
|
5.11K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-256- 4.92% |
$27.1K - $28.6K
|
4.94K
$582K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-234- 33.05% |
$24.8K - $26.1K
|
474
$55.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-210- 5.23% |
$22.2K - $23.5K
|
3.81K
$448K
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-209- 4.3% |
$22.1K - $23.3K
|
4.66K
$548K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-200- 4.18% |
$21.2K - $22.3K
|
4.59K
$540K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-198- 8.1% |
$21K - $22.1K
|
2.25K
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-156- 5.87% |
$16.5K - $17.4K
|
2.5K
$294K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-155- 4.83% |
$16.4K - $17.3K
|
3.05K
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-141- 3.73% |
$14.9K - $15.7K
|
3.64K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-119- 10.32% |
$12.6K - $13.3K
|
1.03K
$122K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-119- 2.55% |
$12.6K - $13.3K
|
4.55K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-105- 16.43% |
$11.1K - $11.7K
|
534
$62.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-105- 1.98% |
$11.1K - $11.7K
|
5.19K
$610K
|
|