Iht Wealth Management, LLC Capital Group Divid Value ETF Transaction History

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Capital Group Divid Value ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 95,685 shares of CGDV stock, worth $4.1 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
95,685
Previous 86,405 10.74%
Holding current value
$4.1 Million
Previous $3.41 Million 17.85%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 14, 2025
BUY
$39.59 - $42.21 $367,395 - $391,708
9,280 Added 10.74%
95,685 $4.02 Million
Q2 2025

Aug 14, 2025
BUY
$31.93 - $39.49 $349,378 - $432,099
10,942 Added 14.5%
86,405 $3.41 Million
Q1 2025

May 15, 2025
BUY
$34.95 - $37.36 $126,903 - $135,654
3,631 Added 5.05%
75,463 $2.69 Million
Q4 2024

Feb 14, 2025
BUY
$35.16 - $37.12 $2.53 Million - $2.67 Million
71,832 New
71,832 $2.53 Million

Others Institutions Holding CGDV

# of Institutions
617
Shares Held
420M
Call Options Held
0
Put Options Held
8.7K
View Full List

About CAPITAL GROUP DIVID VALUE ETF

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