Independent Solutions Wealth Management, LLC Ishares Core High Dividend ETF Transaction History
Independent Solutions Wealth Management, LLC
- $442 Billion
- Q3 2024
A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 33,840 shares of HDV stock, worth $3.82 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
33,840
Previous 34,741
2.59%
Holding current value
$3.82 Million
Previous $3.78 Billion
5.4%
% of portfolio
0.9%
Previous 0.87%
Shares
20 transactions
Others Institutions Holding HDV
# of Institutions
800Shares Held
48.3MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$516 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$393 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$353 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$339 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$252 Million0.12% of portfolio