Holistic Planning, LLC Ishares Core High Dividend ETF Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 1,709 shares of HDV stock, worth $208,942. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,709
Holding current value
$208,942
% of portfolio
0.05%

Shares

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

Nov 04, 2025
BUY
$118.16 - $123.66 $201,935 - $211,334
1,709 New
1,709 $209 Million
Q1 2024

May 01, 2024
BUY
$101.8 - $110.21 $4,275 - $4,628
42 Added 1.64%
2,603 $287 Million
Q4 2023

Feb 14, 2024
BUY
$93.77 - $103.26 $240,144 - $264,448
2,561 New
2,561 $261 Million

Others Institutions Holding HDV

# of Institutions
894
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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