Summit Wealth & Retirement Planning, Inc. Ishares Core High Dividend ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $389 Million
  • Q3 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,040 shares of HDV stock, worth $493,930. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,040
Previous 4,023 0.42%
Holding current value
$493,930
Previous $471,000 4.88%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 03, 2025
BUY
$118.16 - $123.66 $2,008 - $2,102
17 Added 0.42%
4,040 $494,000
Q1 2025

May 05, 2025
BUY
$110.86 - $121.12 $1,884 - $2,059
17 Added 0.42%
4,023 $487,000
Q4 2024

Jan 28, 2025
SELL
$110.82 - $121.28 $4,321 - $4,729
-39 Reduced 0.96%
4,006 $449,000
Q3 2024

Nov 01, 2024
BUY
$107.62 - $118.76 $15,820 - $17,457
147 Added 3.77%
4,045 $475,000
Q1 2024

May 09, 2024
SELL
$101.8 - $110.21 $111,267 - $120,459
-1,093 Reduced 21.9%
3,898 $429,000
Q4 2023

Feb 01, 2024
SELL
$93.77 - $103.26 $1,687 - $1,858
-18 Reduced 0.36%
4,991 $509,000
Q3 2023

Oct 25, 2023
SELL
$98.89 - $104.38 $65,267 - $68,890
-660 Reduced 11.64%
5,009 $495,000
Q2 2023

Jul 26, 2023
BUY
$97.54 - $104.3 $42,527 - $45,474
436 Added 8.33%
5,669 $571,000
Q1 2023

May 11, 2023
BUY
$97.23 - $106.66 $65,144 - $71,462
670 Added 14.68%
5,233 $531,000
Q4 2022

Feb 09, 2023
SELL
$93.56 - $108.19 $36,675 - $42,410
-392 Reduced 7.91%
4,563 $476,000
Q3 2022

Nov 10, 2022
BUY
$91.29 - $105.95 $452,341 - $524,982
4,955 New
4,955 $452,000

Others Institutions Holding HDV

# of Institutions
898
Shares Held
43.3M
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
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