Summit Investment Advisory Services, LLC Ishares Core High Dividend ETF Transaction History

Summit Investment Advisory Services, LLC

$189 Billion
Q3 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 8,649 shares of HDV stock, worth $993,770. This represents 0.54% of its overall portfolio holdings.

Number of Shares

8,649

Holding current value

$993,770

% of portfolio

0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$107.62 - $118.76 $930,805 - $1.03 Million	8,649 New	8,649 $1.02 Billion
Q1 2024 Apr 18, 2024	SELL	$101.8 - $110.21 $10,892 - $11,792	-107 Reduced 1.26%	8,355 $921 Million
Q4 2023 Jan 18, 2024	SELL	$93.77 - $103.26 $231,799 - $255,258	-2,472 Reduced 22.61%	8,462 $863 Million
Q3 2023 Oct 10, 2023	BUY	$98.89 - $104.38 $2,472 - $2,609	25 Added 0.23%	10,934 $1.08 Billion
Q2 2023 Jul 26, 2023	BUY	$97.54 - $104.3 $24,970 - $26,700	256 Added 2.4%	10,909 $1.1 Billion
Q1 2023 Apr 17, 2023	BUY	$97.23 - $106.66 $38,211 - $41,917	393 Added 3.83%	10,653 $1.08 Billion
Q4 2022 Feb 02, 2023	BUY	$93.56 - $108.19 $959,925 - $1.11 Million	10,260 New	10,260 $1.07 Billion

Others Institutions Holding HDV

# of Institutions

803

Shares Held

48M

Call Options Held

822K

Put Options Held

56K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

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Summit Investment Advisory Services, LLC Ishares Core High Dividend ETF Transaction History