Shepherd Financial Partners LLC Ishares Core High Dividend ETF Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 3,700 shares of HDV stock, worth $452,362. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,700
Previous 2,408 53.65%
Holding current value
$452,362
Previous $282,000 60.64%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Nov 06, 2025
BUY
$118.16 - $123.66 $152,662 - $159,768
1,292 Added 53.65%
3,700 $453,000
Q2 2025

Aug 13, 2025
BUY
$108.41 - $120.51 $261,051 - $290,188
2,408 New
2,408 $282,000
Q1 2023

May 01, 2023
BUY
$97.23 - $106.66 $36,655 - $40,210
377 Added 11.78%
3,577 $363,000
Q4 2022

Feb 14, 2023
SELL
$93.56 - $108.19 $280,680 - $324,570
-3,000 Reduced 48.39%
3,200 $333,000
Q1 2022

May 13, 2022
BUY
$100.32 - $107.96 $621,984 - $669,352
6,200 New
6,200 $663,000

Others Institutions Holding HDV

# of Institutions
892
Shares Held
43.1M
Call Options Held
830K
Put Options Held
17.3K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email