Concurrent Investment Advisors, LLC Ishares Core High Dividend ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,619 shares of HDV stock, worth $809,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,619
Previous 10,643 37.81%
Holding current value
$809,238
Previous $1.25 Billion 35.01%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$118.16 - $123.66 $475,475 - $497,607
-4,024 Reduced 37.81%
6,619 $810 Million
Q2 2025

Jul 25, 2025
BUY
$108.41 - $120.51 $561,780 - $624,482
5,182 Added 94.89%
10,643 $1.25 Billion
Q1 2025

Apr 29, 2025
BUY
$110.86 - $121.12 $36,140 - $39,485
326 Added 6.35%
5,461 $661 Million
Q4 2024

Feb 03, 2025
BUY
$110.82 - $121.28 $267,630 - $292,891
2,415 Added 88.79%
5,135 $576 Million
Q3 2024

Oct 30, 2024
BUY
$107.62 - $118.76 $18,941 - $20,901
176 Added 6.92%
2,720 $320 Million
Q2 2024

Jul 30, 2024
SELL
$105.85 - $111.68 $55,782 - $58,855
-527 Reduced 17.16%
2,544 $277 Million
Q1 2024

May 07, 2024
SELL
$101.8 - $110.21 $23,006 - $24,907
-226 Reduced 6.85%
3,071 $338 Million
Q4 2023

Apr 15, 2024
BUY
$93.77 - $103.26 $309,159 - $340,448
3,297 New
3,297 $336 Million

Others Institutions Holding HDV

# of Institutions
893
Shares Held
43.1M
Call Options Held
830K
Put Options Held
17.3K
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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