Base Wealth Management LLC Ishares Core High Dividend ETF Transaction History
Base Wealth Management LLC
- $175 Billion
- Q3 2025
A detailed history of Base Wealth Management LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Base Wealth Management LLC holds 62,999 shares of HDV stock, worth $7.7 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
62,999
Previous 73,338
14.1%
Holding current value
$7.7 Million
Previous $8.59 Billion
10.23%
% of portfolio
4.4%
Previous 5.51%
Shares
3 transactions
Others Institutions Holding HDV
# of Institutions
892Shares Held
43.1MCall Options Held
830KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC4.45MShares$544 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.32MShares$406 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.82MShares$345 Million0.11% of portfolio
-
Ubs Group Ag1.4MShares$171 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$168 Million0.03% of portfolio