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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-50Closed |
$4.94K - $5.22K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-48- 7.89% |
$4.75K - $5.01K
|
560
$67.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-33- 0.65% |
$3.26K - $3.44K
|
5.02K
$602K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-7.95K- 11.4% |
$775K - $829K
|
61.7K
$7.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.52K- 73.42% |
$538K - $576K
|
2K
$240K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.43K- 14.02% |
$237K - $254K
|
14.9K
$1.79M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.09K- 51.26% |
$204K - $218K
|
1.99K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.02K- 32.11% |
$99.8K - $107K
|
2.16K
$259K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-761- 60.35% |
$74.2K - $79.4K
|
500
$60K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-612- 11.37% |
$59.7K - $63.8K
|
4.77K
$572K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-587- 16.07% |
$57.3K - $61.2K
|
3.07K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-500- 19.85% |
$48.8K - $52.2K
|
2.02K
$242K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-304- 20.27% |
$29.7K - $31.7K
|
1.2K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-160- 81.22% |
$15.6K - $16.7K
|
37
$4.44K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-152- 71.7% |
$14.8K - $15.9K
|
60
$7.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 1.85% |
$7.8K - $8.34K
|
4.25K
$510K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.59% |
$3.51K - $3.75K
|
608
$72.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-28- 50.0% |
$2.73K - $2.92K
|
28
$3.36K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16- 94.12% |
$1.56K - $1.67K
|
1
$120
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-157K- 98.62% |
$15.3M - $16.8M
|
2.21K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-61.8K- 94.82% |
$6.01M - $6.59M
|
3.37K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
SELL
|
- |
-58.1K- 44.23% |
$5.65M - $6.19M
|
73.2K
$8.78M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-50.6K- 90.43% |
$4.92M - $5.39M
|
5.35K
$642K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-20.5K- 62.72% |
$1.99M - $2.18M
|
12.2K
$1.46M
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-12.7K- 52.18% |
$1.24M - $1.36M
|
11.7K
$1.4M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-9.85K- 20.64% |
$958K - $1.05M
|
37.9K
$4.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-4.67K- 98.88% |
$454K - $498K
|
53
$6.36K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.84K- 94.22% |
$276K - $302K
|
174
$20.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.27K- 26.75% |
$124K - $136K
|
3.48K
$418K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.13K- 96.57% |
$109K - $120K
|
40
$4.8K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1K- 46.51% |
$97.2K - $107K
|
1.15K
$138K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-827- 9.46% |
$80.4K - $88.2K
|
7.91K
$949K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-265- 11.15% |
$25.8K - $28.3K
|
2.11K
$253K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-261- 7.28% |
$25.4K - $27.8K
|
3.32K
$399K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-80- 0.22% |
$7.78K - $8.53K
|
35.7K
$4.28M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 35.71% |
$1.46K - $1.6K
|
27
$3.24K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-10- 0.47% |
$972 - $1.07K
|
2.14K
$257K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-595K- 99.04% |
$55.7M - $64.4M
|
5.77K
$692K
|
|
|
Feb 10, 2023
Q4 2022
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-237K- 41.93% |
$22.2M - $25.6M
|
328K
$39.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-84.9K- 33.91% |
$7.94M - $9.19M
|
165K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-77.1K- 94.03% |
$7.21M - $8.34M
|
4.89K
$587K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-41.1K- 62.1% |
$3.85M - $4.45M
|
25.1K
$3.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23.3K- 99.91% |
$2.18M - $2.52M
|
21
$2.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-19.3K- 87.7% |
$1.8M - $2.09M
|
2.7K
$324K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9K- 75.58% |
$842K - $973K
|
2.91K
$349K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.58K- 13.11% |
$241K - $279K
|
17.1K
$2.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-1.57K- 56.37% |
$147K - $170K
|
1.21K
$145K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-672- 14.98% |
$62.9K - $72.7K
|
3.81K
$457K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-481- 7.86% |
$45K - $52K
|
5.64K
$676K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-179- 3.23% |
$16.7K - $19.4K
|
5.37K
$644K
|
|