Evergreen Wealth Solutions, LLC Ishares Core High Dividend ETF Transaction History

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 2,487 shares of HDV stock, worth $300,902. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,487
Previous 2,372 4.85%
Holding current value
$300,902
Previous $287,000 1.39%
% of portfolio
0.18%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$108.41 - $120.51 $12,467 - $13,858
115 Added 4.85%
2,487 $291,000
Q1 2025

May 14, 2025
BUY
$110.86 - $121.12 $31,484 - $34,398
284 Added 13.6%
2,372 $287,000
Q4 2024

Feb 14, 2025
SELL
$110.82 - $121.28 $42,998 - $47,056
-388 Reduced 15.67%
2,088 $234,000
Q3 2024

Nov 14, 2024
BUY
$107.62 - $118.76 $266,467 - $294,049
2,476 New
2,476 $291,000

Others Institutions Holding HDV

# of Institutions
857
Shares Held
42.6M
Call Options Held
867K
Put Options Held
14K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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