A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 80,534 shares of HDV stock, worth $9.45 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
80,534
Previous 81,502 1.19%
Holding current value
$9.45 Million
Previous $8.86 Million 6.92%
% of portfolio
0.86%
Previous 0.8%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$107.62 - $118.76 $104,176 - $114,959
-968 Reduced 1.19%
80,534 $9.47 Million
Q2 2024

Jul 24, 2024

SELL
$105.85 - $111.68 $238,797 - $251,950
-2,256 Reduced 2.69%
81,502 $8.86 Million
Q1 2024

May 10, 2024

SELL
$101.8 - $110.21 $41,839 - $45,296
-411 Reduced 0.49%
83,758 $9.23 Million
Q4 2023

Jan 31, 2024

SELL
$93.77 - $103.26 $223,735 - $246,378
-2,386 Reduced 2.76%
84,169 $8.58 Million
Q3 2023

Nov 01, 2023

SELL
$98.89 - $104.38 $184,330 - $194,564
-1,864 Reduced 2.11%
86,555 $8.56 Million
Q2 2023

Aug 02, 2023

SELL
$97.54 - $104.3 $94,808 - $101,379
-972 Reduced 1.09%
88,419 $8.91 Million
Q1 2023

May 08, 2023

SELL
$97.23 - $106.66 $185,320 - $203,293
-1,906 Reduced 2.09%
89,391 $9.09 Million
Q4 2022

Jan 25, 2023

BUY
$93.56 - $108.19 $8.54 Million - $9.88 Million
91,297 New
91,297 $0

Others Institutions Holding HDV

About ISHARES CORE HIGH DIVIDEND ETF


  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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