Schwarz Dygos Wheeler Investment Advisors LLC Ishares Core High Dividend ETF Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

  • $399 Million
  • Q4 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 1,943 shares of HDV stock, worth $232,149. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,943
Previous 1,943 -0.0%
Holding current value
$232,149
Previous $228,000 4.39%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$105.85 - $111.68 $211 - $223
-2 Reduced 0.1%
1,943 $211,000
Q1 2024

May 03, 2024
BUY
$101.8 - $110.21 $198,001 - $214,358
1,945 New
1,945 $214,000
Q2 2022

Aug 09, 2022
SELL
$97.13 - $109.92 $194,357 - $219,949
-2,001 Closed
0 $0
Q1 2022

May 11, 2022
BUY
$100.32 - $107.96 $1,003 - $1,079
10 Added 0.5%
2,001 $214,000
Q4 2021

Feb 08, 2022
BUY
$94.51 - $100.99 $188,169 - $201,071
1,991 New
1,991 $201,000

Others Institutions Holding HDV

# of Institutions
855
Shares Held
46.2M
Call Options Held
92K
Put Options Held
12.3K
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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