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

Erts Wealth Advisors, LLC

$534 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$68.83 - $90.91 $202,704 - $267,729	-2,945 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$61.93 - $98.29 $162,566 - $258,011	-2,625 Reduced 47.13%	2,945 $211,000
Q4 2019 Feb 19, 2020	SELL	$91.22 - $98.37 $1.91 Million - $2.06 Million	-20,938 Reduced 78.99%	5,570 $546,000
Q4 2019 Feb 12, 2020	BUY	$91.22 - $98.37 $1.89 Million - $2.04 Million	20,769 Added 361.89%	26,508 $2.24 Million
Q3 2019 Nov 05, 2019	SELL	$90.65 - $95.92 $1.52 Million - $1.61 Million	-16,799 Reduced 74.54%	5,739 $540,000
Q2 2019 Aug 13, 2019	SELL	$89.51 - $95.4 $449,429 - $479,003	-5,021 Reduced 18.22%	22,538 $2.13 Million
Q1 2019 May 15, 2019	BUY	$82.8 - $93.96 $87,022 - $98,751	1,051 Added 3.96%	27,559 $2.57 Million
Q4 2018 Feb 14, 2019	BUY	$80.0 - $92.56 $2.12 Million - $2.45 Million	26,508 New	26,508 $2.24 Million

Others Institutions Holding HDV

# of Institutions

798

Shares Held

48.4M

Call Options Held

822K

Put Options Held

56K

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

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