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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

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 2,720 shares of HDV stock, worth $328,548. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,720
Previous 2,544 6.92%
Holding current value
$328,548
Previous $277 Million 15.68%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
797
Shares Held
48.4M
Call Options Held
822K
Put Options Held
56K
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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email