A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 18,605 shares of HDV stock, worth $2.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
18,605
Previous 16,155 15.17%
Holding current value
$2.1 Million
Previous $1.48 Million 31.46%
% of portfolio
0.58%
Previous 0.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023

BUY
$93.56 - $108.19 $229,222 - $265,065
2,450 Added 15.17%
18,605 $0
Q2 2021

Jul 19, 2021

SELL
$94.78 - $99.7 $24,642 - $25,922
-260 Reduced 1.58%
16,155 $1.56 Million
Q1 2021

Apr 21, 2021

SELL
$86.68 - $95.97 $86,680 - $95,970
-1,000 Reduced 5.74%
16,415 $1.56 Million
Q3 2020

Nov 06, 2020

SELL
$78.68 - $86.23 $78,680 - $86,230
-1,000 Reduced 5.43%
17,415 $1.4 Million
Q2 2020

Jul 30, 2020

SELL
$68.83 - $90.91 $66,489 - $87,819
-966 Reduced 4.98%
18,415 $1.49 Million
Q1 2020

May 13, 2020

SELL
$61.93 - $98.29 $20,313 - $32,239
-328 Reduced 1.66%
19,381 $1.39 Million
Q4 2019

Feb 12, 2020

BUY
$91.22 - $98.37 $273 - $295
3 Added 0.02%
19,709 $1.93 Million
Q3 2019

Nov 12, 2019

BUY
$90.65 - $95.92 $271 - $287
3 Added 0.02%
19,706 $1.86 Million
Q2 2019

Aug 14, 2019

BUY
$89.51 - $95.4 $87,451 - $93,205
977 Added 5.22%
19,703 $1.88 Million
Q1 2019

May 14, 2019

BUY
$82.8 - $93.96 $35,024 - $39,745
423 Added 2.31%
18,726 $1.75 Million
Q4 2018

Feb 14, 2019

BUY
$80.0 - $92.56 $1.46 Million - $1.69 Million
18,303 New
18,303 $1.54 Million

Others Institutions Holding HDV

About ISHARES CORE HIGH DIVIDEND ETF


  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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