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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7- 0.16% |
$753 - $831
|
4.26K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2- 0.01% |
$215 - $238
|
20.3K
$2.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.14% |
$108 - $119
|
737
$84.5K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12.7K- 90.05% |
$1.34M - $1.41M
|
1.4K
$160K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-6.72K- 72.22% |
$711K - $751K
|
2.59K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.54K- 46.14% |
$481K - $507K
|
5.3K
$607K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3K- 57.65% |
$318K - $335K
|
2.2K
$253K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-2.38K- 10.65% |
$252K - $266K
|
20K
$2.29M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.26KClosed |
$239K - $252K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.75K- 35.29% |
$185K - $196K
|
3.21K
$368K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.49K- 11.29% |
$157K - $166K
|
11.7K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.49K- 18.94% |
$157K - $166K
|
6.36K
$728K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.02K- 36.79% |
$108K - $114K
|
1.75K
$201K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-954- 26.98% |
$101K - $107K
|
2.58K
$296K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-900- 31.03% |
$95.3K - $101K
|
2K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-845- 2.71% |
$89.4K - $94.4K
|
30.3K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-829- 19.9% |
$87.7K - $92.6K
|
3.34K
$382K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-740- 50.68% |
$78.3K - $82.6K
|
720
$82.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-609- 56.18% |
$64.5K - $68K
|
475
$54.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-480- 3.1% |
$50.8K - $53.6K
|
15K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-465- 18.6% |
$49.2K - $51.9K
|
2.04K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-450- 26.83% |
$47.6K - $50.3K
|
1.23K
$141K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-368- 5.93% |
$39K - $41.1K
|
5.84K
$669K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-327Closed |
$34.6K - $36.5K
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-320- 5.89% |
$33.9K - $35.7K
|
5.11K
$586K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-256- 4.92% |
$27.1K - $28.6K
|
4.94K
$567K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-234- 33.05% |
$24.8K - $26.1K
|
474
$54.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-200- 4.18% |
$21.2K - $22.3K
|
4.59K
$526K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-198- 8.1% |
$21K - $22.1K
|
2.25K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-156- 5.87% |
$16.5K - $17.4K
|
2.5K
$287K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-155- 4.83% |
$16.4K - $17.3K
|
3.05K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-119- 10.32% |
$12.6K - $13.3K
|
1.03K
$119K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-105- 16.43% |
$11.1K - $11.7K
|
534
$61.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-105- 1.98% |
$11.1K - $11.7K
|
5.19K
$594K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-100- 30.77% |
$10.6K - $11.2K
|
225
$25.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-92- 4.28% |
$9.74K - $10.3K
|
2.06K
$236K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.95% |
$4.23K - $4.47K
|
4.18K
$479K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26- 1.3% |
$2.75K - $2.9K
|
1.97K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.1% |
$212 - $223
|
1.94K
$223K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-18.9K- 98.95% |
$1.92M - $2.08M
|
200
$22.9K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14.5K- 84.75% |
$1.48M - $1.6M
|
2.62K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-12.3K- 99.99% |
$1.26M - $1.36M
|
1
$115
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.34K- 1.64% |
$340K - $368K
|
201K
$23M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.35K- 32.17% |
$137K - $148K
|
2.84K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.03K- 2.81% |
$105K - $114K
|
35.7K
$4.09M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-800- 15.9% |
$81.4K - $88.2K
|
4.23K
$485K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-583- 4.8% |
$59.3K - $64.3K
|
11.6K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-569- 21.82% |
$57.9K - $62.7K
|
2.04K
$234K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-474- 18.83% |
$48.3K - $52.2K
|
2.04K
$234K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-462- 16.44% |
$47K - $50.9K
|
2.35K
$269K
|
|