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 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 1.85% |
$7.8K - $8.34K
|
4.25K
$500K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.59% |
$3.51K - $3.75K
|
608
$71.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-28- 50.0% |
$2.73K - $2.92K
|
28
$3.29K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16- 94.12% |
$1.56K - $1.67K
|
1
$118
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-482K- 97.86% |
$46.9M - $51.4M
|
10.6K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-157K- 98.62% |
$15.3M - $16.8M
|
2.21K
$260K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-61.8K- 94.82% |
$6.01M - $6.59M
|
3.37K
$397K
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-58.1K- 44.23% |
$5.65M - $6.19M
|
73.2K
$8.62M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-50.6K- 90.43% |
$4.92M - $5.39M
|
5.35K
$630K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-20.5K- 62.72% |
$1.99M - $2.18M
|
12.2K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-12.7K- 52.18% |
$1.24M - $1.36M
|
11.7K
$1.37M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-9.85K- 20.64% |
$958K - $1.05M
|
37.9K
$4.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-4.67K- 98.88% |
$454K - $498K
|
53
$6.24K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.84K- 94.22% |
$276K - $302K
|
174
$20.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.72K- 49.57% |
$264K - $290K
|
2.76K
$325K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.27K- 26.75% |
$124K - $136K
|
3.48K
$410K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.13K- 96.57% |
$109K - $120K
|
40
$4.71K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1K- 46.51% |
$97.2K - $107K
|
1.15K
$135K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-827- 9.46% |
$80.4K - $88.2K
|
7.91K
$931K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-265- 11.15% |
$25.8K - $28.3K
|
2.11K
$248K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-261- 7.28% |
$25.4K - $27.8K
|
3.32K
$391K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-80- 0.22% |
$7.78K - $8.53K
|
35.7K
$4.19M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 35.71% |
$1.46K - $1.6K
|
27
$3.18K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-10- 0.47% |
$972 - $1.07K
|
2.14K
$252K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-595K- 99.04% |
$55.7M - $64.4M
|
5.77K
$678K
|
|
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-237K- 41.93% |
$22.2M - $25.6M
|
328K
$38.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-84.9K- 33.91% |
$7.94M - $9.19M
|
165K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-77.1K- 94.03% |
$7.21M - $8.34M
|
4.89K
$576K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-41.1K- 62.1% |
$3.85M - $4.45M
|
25.1K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-34.3K- 91.08% |
$3.21M - $3.71M
|
3.36K
$395K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23.3K- 99.91% |
$2.18M - $2.52M
|
21
$2.47K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19.3K- 87.7% |
$1.8M - $2.09M
|
2.7K
$318K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9K- 75.58% |
$842K - $973K
|
2.91K
$342K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 13.11% |
$241K - $279K
|
17.1K
$2.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-1.57K- 56.37% |
$147K - $170K
|
1.21K
$143K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-672- 14.98% |
$62.9K - $72.7K
|
3.81K
$449K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-487- 11.67% |
$45.6K - $52.7K
|
3.69K
$434K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-481- 7.86% |
$45K - $52K
|
5.64K
$663K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-379- 3.23% |
$35.5K - $41K
|
11.4K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-189- 30.53% |
$17.7K - $20.4K
|
430
$50.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-179- 3.23% |
$16.7K - $19.4K
|
5.37K
$631K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45Closed |
$4.21K - $4.87K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-34- 1.32% |
$3.18K - $3.68K
|
2.54K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-21- 0.72% |
$1.96K - $2.27K
|
2.88K
$339K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-235K- 39.47% |
$21.4M - $24.9M
|
360K
$42.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-169K- 92.74% |
$15.5M - $17.9M
|
13.2K
$1.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-97K- 92.22% |
$8.86M - $10.3M
|
8.18K
$962K
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-28K- 17.26% |
$2.56M - $2.97M
|
134K
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-24.1K- 57.32% |
$2.2M - $2.56M
|
18K
$2.11M
|
|