Shira Ridge Wealth Management Ishares Core High Dividend ETF Transaction History

Shira Ridge Wealth Management

  • $196 Billion
  • Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 5,909 shares of HDV stock, worth $692,534. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,909
Previous 16,754 64.73%
Holding current value
$692,534
Previous $1.82 Billion 61.84%
% of portfolio
0.35%
Previous 1.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$107.62 - $118.76 $1.17 Million - $1.29 Million
-10,845 Reduced 64.73%
5,909 $695 Million
Q2 2024

Jul 11, 2024
SELL
$105.85 - $111.68 $293,522 - $309,688
-2,773 Reduced 14.2%
16,754 $1.82 Billion
Q1 2024

Apr 18, 2024
SELL
$101.8 - $110.21 $1.92 Million - $2.07 Million
-18,822 Reduced 49.08%
19,527 $2.15 Billion
Q4 2023

Jan 10, 2024
SELL
$93.77 - $103.26 $4.67 Million - $5.14 Million
-49,768 Reduced 56.48%
38,349 $3.91 Billion
Q3 2023

Oct 10, 2023
SELL
$98.89 - $104.38 $578,506 - $610,623
-5,850 Reduced 6.23%
88,117 $8.71 Billion
Q2 2023

Jul 12, 2023
BUY
$97.54 - $104.3 $374,163 - $400,094
3,836 Added 4.26%
93,967 $9.47 Billion
Q1 2023

May 08, 2023
BUY
$97.23 - $106.66 $772,978 - $847,947
7,950 Added 9.67%
90,131 $9.16 Billion
Q4 2022

Jan 12, 2023
BUY
$93.56 - $108.19 $7.69 Million - $8.89 Million
82,181 New
82,181 $8.57 Billion

Others Institutions Holding HDV

# of Institutions
775
Shares Held
42.9M
Call Options Held
902K
Put Options Held
2.3K
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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