Shira Ridge Wealth Management Ishares Core High Dividend ETF Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
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 5,909 shares of HDV stock, worth $713,748. This represents 0.35% of its overall portfolio holdings.
Number of Shares
5,909
Previous 16,754
64.73%
Holding current value
$713,748
Previous $1.82 Billion
61.84%
% of portfolio
0.35%
Previous 1.01%
Shares
8 transactions
Others Institutions Holding HDV
# of Institutions
797Shares Held
48.4MCall Options Held
822KPut Options Held
56K-
Bank Of America Corp Charlotte, NC4.58MShares$553 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.49MShares$421 Million0.14% of portfolio
-
Morgan Stanley New York, NY3.13MShares$379 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$363 Million6.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.24MShares$270 Million0.12% of portfolio