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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-118K- 60.43% |
$13.9M - $14.5M
|
77.2K
$9.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.74K- 26.43% |
$796K - $827K
|
18.8K
$2.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.91K- 94.15% |
$462K - $480K
|
243
$29.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.52K- 4.47% |
$416K - $432K
|
75.3K
$9.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.4K- 13.38% |
$283K - $294K
|
15.5K
$1.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-2.31K- 22.45% |
$273K - $283K
|
7.96K
$974K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.24K- 16.96% |
$265K - $275K
|
11K
$1.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-2.12K- 8.9% |
$250K - $260K
|
21.7K
$2.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.05K- 9.62% |
$242K - $251K
|
19.2K
$2.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.83K- 24.06% |
$216K - $225K
|
5.77K
$706K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.59K- 3.89% |
$187K - $195K
|
39.2K
$4.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.27K- 6.76% |
$150K - $155K
|
17.5K
$2.13M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 93.85% |
$135K - $140K
|
75
$9.17K
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.1K- 3.72% |
$130K - $135K
|
28.5K
$3.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-1.07K- 6.22% |
$127K - $132K
|
16.2K
$1.98M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-860- 20.71% |
$102K - $106K
|
3.29K
$402K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-836- 15.85% |
$98.8K - $103K
|
4.44K
$542K
|
|
|
Jan 26, 2026
Q4 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-816- 7.29% |
$96.5K - $100K
|
10.4K
$1.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-733- 15.87% |
$86.7K - $90K
|
3.89K
$475K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-567- 3.11% |
$67K - $69.6K
|
17.6K
$2.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-512- 5.93% |
$60.5K - $62.9K
|
8.12K
$992K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.88% |
$59.1K - $61.4K
|
5.85K
$715K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-416- 2.75% |
$49.2K - $51.1K
|
14.7K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-349- 11.54% |
$41.3K - $42.9K
|
2.68K
$327K
|
|
|
Jan 26, 2026
Q4 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-307- 11.12% |
$36.3K - $37.7K
|
2.45K
$300K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-305- 0.34% |
$36.1K - $37.5K
|
89.8K
$11M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-286- 1.24% |
$33.8K - $35.1K
|
22.9K
$2.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-264- 2.01% |
$31.2K - $32.4K
|
12.8K
$1.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-255- 1.27% |
$30.1K - $31.3K
|
19.8K
$2.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-245- 2.88% |
$29K - $30.1K
|
8.27K
$1.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-240- 9.65% |
$28.4K - $29.5K
|
2.25K
$275K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-225- 1.92% |
$26.6K - $27.6K
|
11.5K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-221- 0.96% |
$26.1K - $27.1K
|
22.9K
$2.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-198- 0.57% |
$23.4K - $24.3K
|
34.5K
$4.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-196- 6.92% |
$23.2K - $24.1K
|
2.64K
$322K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-163- 2.99% |
$19.3K - $20K
|
5.28K
$646K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-150- 3.21% |
$17.7K - $18.4K
|
4.52K
$552K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-128- 1.31% |
$15.1K - $15.7K
|
9.62K
$1.18M
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-117- 5.21% |
$13.8K - $14.4K
|
2.13K
$260K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-110- 1.11% |
$13K - $13.5K
|
9.79K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-104- 3.62% |
$12.3K - $12.8K
|
2.77K
$339K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-82- 1.46% |
$9.69K - $10.1K
|
5.55K
$678K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-81- 4.3% |
$9.58K - $9.95K
|
1.8K
$220K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-75- 0.82% |
$8.87K - $9.21K
|
9.02K
$1.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-69- 0.6% |
$8.16K - $8.47K
|
11.4K
$1.39M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-68- 1.24% |
$8.04K - $8.35K
|
5.41K
$661K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-62- 2.16% |
$7.33K - $7.61K
|
2.81K
$344K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-53- 0.21% |
$6.27K - $6.51K
|
25K
$3.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
SELL
|
- |
-40- 0.55% |
$4.73K - $4.91K
|
7.21K
$881K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-31- 1.51% |
$3.66K - $3.81K
|
2.02K
$247K
|
|