A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 3,586 shares of HDV stock, worth $424,116. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,586
Previous 3,586 -0.0%
Holding current value
$424,116
Previous $395,000 1.52%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 06, 2024

BUY
$101.8 - $110.21 $113,201 - $122,553
1,112 Added 44.95%
3,586 $395,000
Q1 2023

May 09, 2023

SELL
$97.23 - $106.66 $5,444 - $5,972
-56 Reduced 2.21%
2,474 $251,000
Q4 2022

Feb 07, 2023

SELL
$93.56 - $108.19 $65,024 - $75,192
-695 Reduced 21.55%
2,530 $263,000
Q3 2022

Nov 02, 2022

SELL
$91.29 - $105.95 $107,722 - $125,021
-1,180 Reduced 26.79%
3,225 $294,000
Q1 2022

May 13, 2022

BUY
$100.32 - $107.96 $39,927 - $42,968
398 Added 9.93%
4,405 $471,000
Q3 2021

Nov 02, 2021

SELL
$94.26 - $98.35 $87,001 - $90,777
-923 Reduced 18.72%
4,007 $378,000
Q2 2021

Aug 12, 2021

BUY
$94.78 - $99.7 $31,561 - $33,200
333 Added 7.24%
4,930 $476,000
Q1 2021

May 17, 2021

BUY
$86.68 - $95.97 $43,340 - $47,985
500 Added 12.2%
4,597 $436,000
Q4 2020

Feb 12, 2021

BUY
$77.25 - $90.74 $112,939 - $132,661
1,462 Added 55.48%
4,097 $359,000
Q3 2020

Nov 12, 2020

BUY
$78.68 - $86.23 $207,321 - $227,216
2,635 New
2,635 $212,000

Others Institutions Holding HDV

About ISHARES CORE HIGH DIVIDEND ETF


  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.