Birchcreek Wealth Management, LLC Ishares Core High Dividend ETF Transaction History

Birchcreek Wealth Management, LLC

  • $193 Million
  • Q3 2025

A detailed history of Birchcreek Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 3,591 shares of HDV stock, worth $439,035. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,591
Previous 3,473 3.4%
Holding current value
$439,035
Previous $406,000 8.13%
% of portfolio
0.23%
Previous 0.23%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$118.16 - $123.66 $13,942 - $14,591
118 Added 3.4%
3,591 $439,000
Q2 2025

Aug 07, 2025
SELL
$108.41 - $120.51 $6,179 - $6,869
-57 Reduced 1.61%
3,473 $406,000
Q1 2025

May 06, 2025
BUY
$110.86 - $121.12 $50,663 - $55,351
457 Added 14.87%
3,530 $427,000
Q4 2024

Feb 04, 2025
BUY
$110.82 - $121.28 $40,781 - $44,631
368 Added 13.6%
3,073 $344,000
Q3 2024

Nov 06, 2024
BUY
$107.62 - $118.76 $2,367 - $2,612
22 Added 0.82%
2,705 $318,000
Q2 2024

Aug 02, 2024
SELL
$105.85 - $111.68 $5,080 - $5,360
-48 Reduced 1.76%
2,683 $291,000
Q1 2024

Apr 29, 2024
BUY
$101.8 - $110.21 $27,995 - $30,307
275 Added 11.2%
2,731 $300,000
Q4 2023

Feb 05, 2024
SELL
$93.77 - $103.26 $46,978 - $51,733
-501 Reduced 16.94%
2,456 $250,000
Q3 2023

Oct 23, 2023
SELL
$98.89 - $104.38 $198,670 - $209,699
-2,009 Reduced 40.46%
2,957 $292,000
Q2 2023

Jul 20, 2023
BUY
$97.54 - $104.3 $108,074 - $115,564
1,108 Added 28.72%
4,966 $500,000
Q1 2023

May 01, 2023
BUY
$97.23 - $106.66 $375,113 - $411,494
3,858 New
3,858 $392,000
Q1 2021

May 17, 2021
SELL
$86.68 - $95.97 $58,075 - $64,299
-670 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$77.25 - $90.74 $51,757 - $60,795
670 New
670 $58,000

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

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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