Cfm Wealth Partners LLC Ishares Core High Dividend ETF Transaction History

Cfm Wealth Partners LLC

  • $565 Million
  • Q1 2025

A detailed history of Cfm Wealth Partners LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 2,953 shares of HDV stock, worth $339,860. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,953
Previous 2,836 4.13%
Holding current value
$339,860
Previous $318,000 12.26%
% of portfolio
0.06%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$110.86 - $121.12 $12,970 - $14,171
117 Added 4.13%
2,953 $357,000
Q1 2024

Apr 15, 2024
SELL
$101.8 - $110.21 $136,921 - $148,232
-1,345 Reduced 32.17%
2,836 $312,000
Q1 2023

Apr 12, 2023
BUY
$97.23 - $106.66 $406,518 - $445,945
4,181 New
4,181 $425,000
Q4 2022

Jan 19, 2023
SELL
$93.56 - $108.19 $41,353 - $47,819
-442 Reduced 9.32%
4,299 $448 Million
Q3 2022

Oct 17, 2022
SELL
$91.29 - $105.95 $63,263 - $73,423
-693 Reduced 12.75%
4,741 $433,000
Q2 2022

Jul 12, 2022
BUY
$97.13 - $109.92 $70,030 - $79,252
721 Added 15.3%
5,434 $546,000
Q1 2022

Apr 14, 2022
BUY
$100.32 - $107.96 $139,344 - $149,956
1,389 Added 41.79%
4,713 $504,000
Q2 2021

Jul 21, 2021
SELL
$94.78 - $99.7 $2,559 - $2,691
-27 Reduced 0.81%
3,324 $321,000
Q1 2021

May 17, 2021
BUY
$86.68 - $95.97 $4,334 - $4,798
50 Added 1.51%
3,351 $318,000
Q4 2020

Feb 10, 2021
SELL
$77.25 - $90.74 $20,857 - $24,499
-270 Reduced 7.56%
3,301 $289,000
Q3 2020

Nov 10, 2020
SELL
$78.68 - $86.23 $42,251 - $46,305
-537 Reduced 13.07%
3,571 $287,000
Q2 2020

Aug 14, 2020
SELL
$68.83 - $90.91 $33,726 - $44,545
-490 Reduced 10.66%
4,108 $333,000
Q1 2020

May 12, 2020
BUY
$61.93 - $98.29 $83,048 - $131,806
1,341 Added 41.17%
4,598 $329,000
Q4 2019

Jan 30, 2020
BUY
$91.22 - $98.37 $297,103 - $320,391
3,257 New
3,257 $319,000

Others Institutions Holding HDV

# of Institutions
869
Shares Held
43M
Call Options Held
874K
Put Options Held
11.7K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Cfm Wealth Partners LLC Portfolio

Follow Cfm Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email