Vertex Planning Partners, LLC Ishares Core High Dividend ETF Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,497 shares of HDV stock, worth $305,283. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,497
Previous 2,598 3.89%
Holding current value
$305,283
Previous $304 Million 0.44%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 18, 2025
SELL
$118.16 - $123.66 $11,934 - $12,489
-101 Reduced 3.89%
2,497 $306 Million
Q2 2025

Aug 13, 2025
SELL
$108.41 - $120.51 $9,214 - $10,243
-85 Reduced 3.17%
2,598 $304 Million
Q1 2025

May 14, 2025
SELL
$110.86 - $121.12 $5,321 - $5,813
-48 Reduced 1.76%
2,683 $325 Million
Q4 2024

Feb 12, 2025
SELL
$110.82 - $121.28 $14,184 - $15,523
-128 Reduced 4.48%
2,731 $307 Million
Q1 2024

May 13, 2024
SELL
$101.8 - $110.21 $2,239 - $2,424
-22 Reduced 0.76%
2,859 $315 Million
Q4 2023

Feb 14, 2024
SELL
$93.77 - $103.26 $43,509 - $47,912
-464 Reduced 13.87%
2,881 $294 Million
Q3 2023

Nov 14, 2023
SELL
$98.89 - $104.38 $10,284 - $10,855
-104 Reduced 3.02%
3,345 $331 Million
Q2 2023

Aug 14, 2023
SELL
$97.54 - $104.3 $2,145 - $2,294
-22 Reduced 0.63%
3,449 $348 Million
Q1 2023

May 16, 2023
BUY
$97.23 - $106.66 $2,236 - $2,453
23 Added 0.67%
3,471 $353 Million
Q4 2022

Feb 06, 2023
BUY
$93.56 - $108.19 $322,594 - $373,039
3,448 New
3,448 $359 Million

Others Institutions Holding HDV

# of Institutions
894
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
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