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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-100- 30.77% |
$10.6K - $11.2K
|
225
$26.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 36.5% |
$10.6K - $11.2K
|
174
$20.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-92- 4.28% |
$9.74K - $10.3K
|
2.06K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-68- 0.95% |
$7.2K - $7.59K
|
7.13K
$838K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.95% |
$4.23K - $4.47K
|
4.18K
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26- 1.3% |
$2.75K - $2.9K
|
1.97K
$232K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-24- 1.98% |
$2.54K - $2.68K
|
1.19K
$140K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.1% |
$212 - $223
|
1.94K
$229K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-18.9K- 98.95% |
$1.92M - $2.08M
|
200
$23.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17.2K- 99.98% |
$1.75M - $1.9M
|
3
$353
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14.5K- 84.75% |
$1.48M - $1.6M
|
2.62K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12.3K- 99.99% |
$1.26M - $1.36M
|
1
$118
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.34K- 1.64% |
$340K - $368K
|
201K
$23.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.35K- 32.17% |
$137K - $148K
|
2.84K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.03K- 2.81% |
$105K - $114K
|
35.7K
$4.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1K- 11.83% |
$102K - $110K
|
7.46K
$877K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-800- 15.9% |
$81.4K - $88.2K
|
4.23K
$498K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-583- 4.8% |
$59.3K - $64.3K
|
11.6K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-569- 21.82% |
$57.9K - $62.7K
|
2.04K
$240K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-474- 18.83% |
$48.3K - $52.2K
|
2.04K
$240K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-462- 16.44% |
$47K - $50.9K
|
2.35K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-400- 34.78% |
$40.7K - $44.1K
|
750
$88.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-394- 13.93% |
$40.1K - $43.4K
|
2.44K
$287K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-367- 10.59% |
$37.4K - $40.4K
|
3.1K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-350- 16.08% |
$35.6K - $38.6K
|
1.83K
$215K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-291- 2.71% |
$29.6K - $32.1K
|
10.5K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-250- 56.95% |
$25.5K - $27.6K
|
189
$22.2K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-241- 10.05% |
$24.5K - $26.6K
|
2.16K
$254K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-230- 9.27% |
$23.4K - $25.3K
|
2.25K
$265K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-107- 10.18% |
$10.9K - $11.8K
|
944
$111K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-100- 2.66% |
$10.2K - $11K
|
3.67K
$431K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-94- 90.38% |
$9.57K - $10.4K
|
10
$1.18K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-68- 10.18% |
$6.92K - $7.49K
|
600
$70.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-47- 5.79% |
$4.78K - $5.18K
|
765
$90K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 30.0% |
$2.44K - $2.65K
|
56
$6.59K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-22- 0.76% |
$2.24K - $2.42K
|
2.86K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-20- 0.16% |
$2.04K - $2.2K
|
12.9K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.03% |
$102 - $110
|
3.08K
$362K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 3.13% |
$102 - $110
|
31
$3.65K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-308K- 96.98% |
$28.8M - $31.8M
|
9.59K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Cvs Health Corp
Woonsocket, RI |
SELL
|
- |
-33.7K- 10.98% |
$3.16M - $3.48M
|
273K
$32.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-3.96KClosed |
$371K - $409K
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3.91K- 15.74% |
$367K - $404K
|
21K
$2.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-2.44K- 49.17% |
$229K - $252K
|
2.53K
$297K
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-2.24K- 8.19% |
$210K - $231K
|
25.1K
$2.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.61K- 40.88% |
$151K - $166K
|
2.32K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-991- 68.06% |
$92.9K - $102K
|
465
$54.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-963- 68.25% |
$90.3K - $99.4K
|
448
$52.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-900- 25.92% |
$84.4K - $92.9K
|
2.57K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-760- 16.45% |
$71.3K - $78.5K
|
3.86K
$454K
|
|