Congress Wealth Management LLC Ishares Core High Dividend ETF Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,760 shares of HDV stock, worth $1.56 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,760
Previous 6,067 110.32%
Holding current value
$1.56 Million
Previous $734,000 103.68%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$108.41 - $120.51 $725,588 - $806,573
6,693 Added 110.32%
12,760 $1.5 Million
Q1 2025

May 14, 2025
BUY
$110.86 - $121.12 $672,587 - $734,835
6,067 New
6,067 $734,000

Others Institutions Holding HDV

# of Institutions
894
Shares Held
43.2M
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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