Holistic Planning, LLC Ishares Core High Dividend ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 2,603 shares of HDV stock, worth $307,856. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,603
Previous 2,603 -0.0%
Holding current value
$307,856
Previous $287 Million -0.0%
% of portfolio
0.22%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$101.8 - $110.21 $4,275 - $4,628
42 Added 1.64%
2,603 $287 Million
Q4 2023

Feb 14, 2024
BUY
$93.77 - $103.26 $240,144 - $264,448
2,561 New
2,561 $261 Million

Others Institutions Holding HDV

# of Institutions
767
Shares Held
42.2M
Call Options Held
898K
Put Options Held
2.3K
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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