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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-28- 0.33% |
$3.1K - $3.39K
|
8.38K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 0.41% |
$3.1K - $3.39K
|
6.76K
$811K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-26- 0.13% |
$2.88K - $3.15K
|
19.3K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-24- 19.67% |
$2.66K - $2.91K
|
98
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21- 0.02% |
$2.33K - $2.54K
|
92.4K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-21- 0.2% |
$2.33K - $2.54K
|
10.7K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-20- 3.63% |
$2.22K - $2.42K
|
531
$63.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15- 0.11% |
$1.66K - $1.82K
|
13.1K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 0.08% |
$1.55K - $1.7K
|
16.6K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10- 0.68% |
$1.11K - $1.21K
|
1.47K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Kitching Partners, LLC
Conshohocken, PA |
SELL
|
- |
-9- 0.33% |
$998 - $1.09K
|
2.7K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-9- 0.12% |
$998 - $1.09K
|
7.58K
$909K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-9- 0.51% |
$998 - $1.09K
|
1.74K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8- 0.16% |
$887 - $969
|
5.09K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7- 0.13% |
$776 - $848
|
5.42K
$650K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-6- 0.52% |
$665 - $727
|
1.14K
$137K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.21% |
$443 - $484
|
1.91K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 28.57% |
$222 - $242
|
5
$600
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$111 - $121
|
1.49K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.25% |
$111 - $121
|
400
$48K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-231K- 50.0% |
$25.6M - $28M
|
231K
$27.7M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-87K- 25.56% |
$9.64M - $10.6M
|
254K
$30.4M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.2K- 62.02% |
$1.24M - $1.35M
|
6.84K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.86K- 50.35% |
$206K - $225K
|
1.83K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-1.4K- 18.67% |
$155K - $170K
|
6.1K
$732K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-926- 55.85% |
$103K - $112K
|
732
$87.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-722- 14.69% |
$80K - $87.6K
|
4.19K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700- 4.28% |
$77.6K - $84.9K
|
15.7K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-690- 9.26% |
$76.5K - $83.7K
|
6.77K
$811K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-600- 13.08% |
$66.5K - $72.8K
|
3.99K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-334- 9.11% |
$37K - $40.5K
|
3.33K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 2.21% |
$33.2K - $36.4K
|
13.3K
$1.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-222- 57.36% |
$24.6K - $26.9K
|
165
$19.8K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-217- 3.36% |
$24K - $26.3K
|
6.23K
$747K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-205- 5.11% |
$22.7K - $24.9K
|
3.81K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-196Closed |
$21.7K - $23.8K
|
0
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-189- 5.38% |
$20.9K - $22.9K
|
3.32K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-179- 83.64% |
$19.8K - $21.7K
|
35
$4.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-153- 2.95% |
$17K - $18.6K
|
5.03K
$604K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-151- 4.51% |
$16.7K - $18.3K
|
3.2K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-134Closed |
$14.8K - $16.3K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-105- 5.34% |
$11.6K - $12.7K
|
1.86K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-100- 0.99% |
$11.1K - $12.1K
|
10K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 13.07% |
$11.1K - $12.1K
|
665
$79.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-90- 1.04% |
$9.97K - $10.9K
|
8.56K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-80- 57.55% |
$8.87K - $9.7K
|
59
$7.08K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-78- 2.22% |
$8.64K - $9.46K
|
3.44K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-58- 33.33% |
$6.43K - $7.03K
|
116
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 71.43% |
$5.54K - $6.06K
|
20
$2.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-44- 1.97% |
$4.88K - $5.34K
|
2.19K
$262K
|
|