Shira Ridge Wealth Management Ishares Core High Dividend ETF Transaction History

Shira Ridge Wealth Management

$249 Billion
Q4 2025

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 2,636 shares of HDV stock, worth $322,277. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,636

Previous 2,832 6.92%

Holding current value

$322,277

Previous $347 Million 7.56%

% of portfolio

0.13%

Previous 0.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$118.22 - $122.79 $23,171 - $24,066	-196 Reduced 6.92%	2,636 $321 Million
Q3 2025 Oct 20, 2025	SELL	$118.16 - $123.66 $47,736 - $49,958	-404 Reduced 12.48%	2,832 $347 Million
Q2 2025 Jul 09, 2025	SELL	$108.41 - $120.51 $35,450 - $39,406	-327 Reduced 9.18%	3,236 $379 Million
Q1 2025 Apr 14, 2025	SELL	$110.86 - $121.12 $16,407 - $17,925	-148 Reduced 3.99%	3,563 $432 Million
Q4 2024 Jan 13, 2025	SELL	$110.82 - $121.28 $243,582 - $266,573	-2,198 Reduced 37.2%	3,711 $417 Million

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

899

Shares Held

43.4M

Call Options Held

830K

Put Options Held

17.3K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Ishares Core High Dividend ETF Transaction History