Consilio Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History

Consilio Wealth Advisors, LLC

  • $242 Million
  • Q3 2024

A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 2,435 shares of HDV stock, worth $276,372. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,435
Previous 2,435 -0.0%
Holding current value
$276,372
Previous $264,000 8.33%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$101.8 - $110.21 $40,109 - $43,422
-394 Reduced 13.93%
2,435 $268,000
Q4 2023

Jan 11, 2024
BUY
$93.77 - $103.26 $36,945 - $40,684
394 Added 16.18%
2,829 $288,000
Q2 2023

Jul 13, 2023
BUY
$97.54 - $104.3 $10,631 - $11,368
109 Added 4.69%
2,435 $245,000
Q1 2023

Apr 06, 2023
SELL
$97.23 - $106.66 $12,348 - $13,545
-127 Reduced 5.18%
2,326 $236,000
Q4 2022

Jan 25, 2023
SELL
$93.56 - $108.19 $917,449 - $1.06 Million
-9,806 Reduced 79.99%
2,453 $0
Q3 2022

Oct 20, 2022
BUY
$91.29 - $105.95 $1.12 Million - $1.3 Million
12,259 New
12,259 $1.12 Million

Others Institutions Holding HDV

# of Institutions
800
Shares Held
48.3M
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 Consilio Wealth Advisors, LLC Portfolio

Follow Consilio Wealth 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 Consilio Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email