Sequoia Financial Advisors, LLC Ishares Core High Dividend ETF Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,575 shares of HDV stock, worth $437,079. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,575

Holding current value

$437,079

% of portfolio

0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$118.16 - $123.66 $422,422 - $442,084	3,575 New	3,575 $437,000
Q2 2025 Jul 25, 2025	SELL	$108.41 - $120.51 $11,383 - $12,653	-105 Reduced 2.83%	3,602 $422,000
Q1 2025 Apr 23, 2025	SELL	$110.86 - $121.12 $135,249 - $147,766	-1,220 Reduced 24.76%	3,707 $448,000
Q4 2024 Aug 08, 2025	BUY	$110.82 - $121.28 $146,836 - $160,696	1,325 Added 36.79%	4,927 $553,000
Q4 2024 Feb 07, 2025	BUY	$110.82 - $121.28 $259,872 - $284,401	2,345 Added 90.82%	4,927 $553,000

Q2 2024 Jul 15, 2024	SELL	$105.85 - $111.68 $100,980 - $106,542	-954 Reduced 26.98%	2,582 $280,000
Q1 2024 Apr 30, 2024	SELL	$101.8 - $110.21 $58,840 - $63,701	-578 Reduced 14.05%	3,536 $389,000
Q3 2023 Nov 08, 2023	BUY	$98.89 - $104.38 $111,547 - $117,740	1,128 Added 37.78%	4,114 $406,000
Q2 2023 Aug 08, 2023	SELL	$97.54 - $104.3 $131,776 - $140,909	-1,351 Reduced 31.15%	2,986 $300,000
Q1 2023 Apr 24, 2023	SELL	$97.23 - $106.66 $48,420 - $53,116	-498 Reduced 10.3%	4,337 $440,000
Q4 2022 Feb 10, 2023	BUY	$93.56 - $108.19 $87,010 - $100,616	930 Added 23.82%	4,835 $504,000
Q4 2022 Jan 17, 2023	BUY	$93.56 - $108.19 $84,671 - $97,911	905 Added 30.17%	3,905 $0
Q3 2022 Oct 26, 2022	SELL	$91.29 - $105.95 $101,697 - $118,028	-1,114 Reduced 27.08%	3,000 $274,000
Q2 2022 Jul 22, 2022	SELL	$97.13 - $109.92 $76,052 - $86,067	-783 Reduced 15.99%	4,114 $413,000
Q4 2021 Feb 11, 2022	BUY	$94.51 - $100.99 $462,815 - $494,548	4,897 New	4,897 $495,000
Q3 2021 Oct 26, 2021	SELL	$94.26 - $98.35 $348,479 - $363,599	-3,697 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$94.78 - $99.7 $106,911 - $112,461	1,128 Added 43.91%	3,697 $357,000
Q1 2021 May 14, 2021	BUY	$86.68 - $95.97 $9,188 - $10,172	106 Added 4.3%	2,569 $244,000
Q4 2020 Feb 12, 2021	SELL	$77.25 - $90.74 $18,540 - $21,777	-240 Reduced 8.88%	2,463 $216,000
Q2 2020 Aug 25, 2020	BUY	$68.83 - $90.91 $186,047 - $245,729	2,703 New	2,703 $219,000
Q2 2020 Aug 11, 2020	SELL	$68.83 - $90.91 $216,195 - $285,548	-3,141 Closed	0 $219,000
Q1 2020 May 11, 2020	BUY	$61.93 - $98.29 $4,335 - $6,880	70 Added 2.28%	3,141 $225,000
Q4 2019 Feb 13, 2020	BUY	$91.22 - $98.37 $10,034 - $10,820	110 Added 3.71%	3,071 $301,000
Q3 2019 Oct 22, 2019	SELL	$90.65 - $95.92 $107,873 - $114,144	-1,190 Reduced 28.67%	2,961 $279,000
Q2 2019 Jul 31, 2019	BUY	$89.51 - $95.4 $119,406 - $127,263	1,334 Added 47.36%	4,151 $392,000
Q1 2019 May 13, 2019	BUY	$82.8 - $93.96 $233,247 - $264,685	2,817 New	2,817 $263,000

Others Institutions Holding HDV

# of Institutions

892

Shares Held

43.1M

Call Options Held

830K

Put Options Held

17.3K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Ishares Core High Dividend ETF Transaction History