Wealth Plan Partners, LLC Ishares Core High Dividend ETF Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,743 shares of HDV stock, worth $213,099. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,743
Holding current value
$213,099
% of portfolio
0.04%

Shares

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

Oct 27, 2025
BUY
$118.16 - $123.66 $205,952 - $215,539
1,743 New
1,743 $213,000
Q2 2023

Jul 31, 2023
SELL
$97.54 - $104.3 $29,652 - $31,707
-304 Reduced 20.27%
1,196 $121 Million
Q1 2023

May 10, 2023
SELL
$97.23 - $106.66 $375,891 - $412,347
-3,866 Reduced 72.05%
1,500 $152 Million
Q4 2022

Feb 16, 2023
BUY
$93.56 - $108.19 $54,077 - $62,533
578 Added 12.07%
5,366 $564 Million
Q1 2022

May 03, 2022
BUY
$100.32 - $107.96 $228,930 - $246,364
2,282 Added 91.06%
4,788 $496,000
Q4 2021

Feb 01, 2022
BUY
$94.51 - $100.99 $236,842 - $253,080
2,506 New
2,506 $259,000

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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