Bergan Kdv Wealth Management, LLC Ishares Core High Dividend ETF Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 08, 2019	SELL	$90.65 - $95.92 $446,995 - $472,981	-4,931 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$89.51 - $95.4 $11,009 - $11,734	123 Added 2.56%	4,931 $466,000
Q1 2019 May 09, 2019	SELL	$82.8 - $93.96 $65,660 - $74,510	-793 Reduced 14.16%	4,808 $449,000
Q4 2018 Feb 01, 2019	SELL	$80.0 - $92.56 $87,120 - $100,797	-1,089 Reduced 16.28%	5,601 $473,000
Q3 2018 Nov 09, 2018	BUY	$84.68 - $92.46 $32,093 - $35,042	379 Added 6.01%	6,690 $606,000
Q2 2018 Jul 23, 2018	SELL	$82.89 - $86.67 $7,625 - $7,973	-92 Reduced 1.44%	6,311 $536,000
Q1 2018 May 03, 2018	BUY	$82.24 - $94.2 $15,296 - $17,521	186 Added 2.99%	6,403 $541,000
Q4 2017 Jan 16, 2018	BUY	$85.35 - $90.78 $317,843 - $338,064	3,724 Added 149.38%	6,217 $560,000
Q3 2017 Oct 18, 2017	BUY	$85.61 - $85.95 $213,425 - $214,273	2,493	2,493 $214,000

Others Institutions Holding HDV

# of Institutions

798

Shares Held

48.4M

Call Options Held

822K

Put Options Held

56K

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

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