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 4,547 shares of HDV stock, worth $551,187. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,547
Previous 3,586 26.8%
Holding current value
$551,187
Previous $389,000 37.28%
% of portfolio
0.02%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$107.62 - $118.76 $103,422 - $114,128
961 Added 26.8%
4,547 $534,000
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
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