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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q3 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.2KClosed |
$475K - $551K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.81K- 9.6% |
$439K - $510K
|
45.3K
$5.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.06K- 9.12% |
$188K - $218K
|
20.5K
$2.45M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-1.9K- 86.36% |
$173K - $201K
|
300
$35.8K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.79K- 3.63% |
$163K - $189K
|
47.3K
$5.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 13.87% |
$156K - $181K
|
10.6K
$1.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.44K- 37.18% |
$131K - $152K
|
2.43K
$290K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.27K- 9.31% |
$115K - $134K
|
12.3K
$1.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.05K- 27.42% |
$95.8K - $111K
|
2.78K
$332K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-993- 19.55% |
$90.7K - $105K
|
4.09K
$488K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-817- 19.82% |
$74.6K - $86.6K
|
3.31K
$395K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-806- 23.32% |
$73.6K - $85.4K
|
2.65K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-647- 58.39% |
$59.1K - $68.5K
|
461
$55.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-572- 16.05% |
$52.2K - $60.6K
|
2.99K
$357K
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-510- 50.85% |
$46.6K - $54K
|
493
$58.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-226- 8.83% |
$20.6K - $23.9K
|
2.33K
$279K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-124Closed |
$11.3K - $13.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-75- 42.86% |
$6.85K - $7.95K
|
100
$11.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-61- 50.41% |
$5.57K - $6.46K
|
60
$7.17K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-28- 1.33% |
$2.56K - $2.97K
|
2.08K
$249K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-10- 18.87% |
$913 - $1.06K
|
43
$5.14K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-244KClosed |
$23.7M - $26.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-210K- 96.87% |
$20.4M - $23.1M
|
6.79K
$811K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-41.9KClosed |
$4.07M - $4.61M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-23.7KClosed |
$2.3M - $2.61M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-23KClosed |
$2.23M - $2.53M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-20.7K- 83.71% |
$2.01M - $2.28M
|
4.03K
$482K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.34KClosed |
$325K - $367K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.05K- 48.1% |
$296K - $335K
|
3.29K
$393K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-2.87KClosed |
$278K - $315K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-2.72K- 1.26% |
$264K - $299K
|
213K
$25.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-2.65KClosed |
$257K - $291K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.52K- 11.37% |
$245K - $277K
|
19.7K
$2.35M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2.49KClosed |
$242K - $274K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.42KClosed |
$235K - $266K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.4KClosed |
$233K - $264K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.23KClosed |
$217K - $245K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-1.97KClosed |
$191K - $216K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.87KClosed |
$182K - $206K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-1.5K- 99.67% |
$145K - $164K
|
5
$597
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-600Closed |
$58.3K - $66K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-600Closed |
$58.3K - $66K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-460Closed |
$44.7K - $50.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-385Closed |
$37.4K - $42.3K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-375- 0.2% |
$36.4K - $41.2K
|
190K
$22.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-311- 5.45% |
$30.2K - $34.2K
|
5.4K
$645K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-268Closed |
$26K - $29.5K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-207- 8.5% |
$20.1K - $22.8K
|
2.23K
$266K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-110Closed |
$10.7K - $12.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-93Closed |
$9.03K - $10.2K
|
0
$0
|
|