Kingswood Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,402 shares of HDV stock, worth $647,915. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,402

Previous 14,966 63.9%

Holding current value

$647,915

Previous $1.76 Billion 65.55%

% of portfolio

0.05%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$110.82 - $121.28 $1.06 Million - $1.16 Million	-9,564 Reduced 63.9%	5,402 $606 Million
Q3 2024 Oct 21, 2024	BUY	$107.62 - $118.76 $1.16 Million - $1.28 Million	10,758 Added 255.66%	14,966 $1.76 Billion
Q2 2024 Jul 09, 2024	SELL	$105.85 - $111.68 $20,958 - $22,112	-198 Reduced 4.49%	4,208 $457 Million
Q1 2024 Apr 15, 2024	SELL	$101.8 - $110.21 $40,007 - $43,312	-393 Reduced 8.19%	4,406 $486 Million
Q4 2023 Jan 16, 2024	BUY	$93.77 - $103.26 $29,256 - $32,217	312 Added 6.95%	4,799 $489 Million
Q3 2023 Oct 23, 2023	BUY	$98.89 - $104.38 $443,719 - $468,353	4,487 New	4,487 $444 Million

Others Institutions Holding HDV

# of Institutions

851

Shares Held

46.3M

Call Options Held

92K

Put Options Held

12.3K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

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Kingswood Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History