A detailed history of Aspireon Wealth Advisors transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Aspireon Wealth Advisors holds 37,874 shares of HDV stock, worth $4.48 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
37,874
Previous 47,726 20.64%
Holding current value
$4.48 Million
Previous $5.03 Million 23.38%
% of portfolio
2.1%
Previous 2.58%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 22, 2023

SELL
$97.23 - $106.66 $957,909 - $1.05 Million
-9,852 Reduced 20.64%
37,874 $3.85 Million
Q4 2022

Feb 08, 2023

BUY
$93.56 - $108.19 $196,850 - $227,631
2,104 Added 4.61%
47,726 $5.03 Million
Q3 2022

Nov 18, 2022

SELL
$91.29 - $105.95 $2.47 Million - $2.86 Million
-27,021 Reduced 37.2%
45,622 $4.17 Million
Q3 2022

Nov 15, 2022

BUY
$91.29 - $105.95 $2.69 Million - $3.12 Million
29,439 Added 68.14%
72,643 $3.83 Million
Q2 2022

Jul 29, 2022

BUY
$97.13 - $109.92 $90,330 - $102,225
930 Added 2.2%
43,204 $4.34 Million
Q1 2022

May 11, 2022

BUY
$100.32 - $107.96 $4.24 Million - $4.56 Million
42,274 New
42,274 $4.52 Million

Others Institutions Holding HDV

About ISHARES CORE HIGH DIVIDEND ETF


  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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