Ever Source Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 326 shares of HDV stock, worth $39,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares
326
Previous 326 -0.0%
Holding current value
$39,856
Previous $38,000 2.63%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$110.86 - $121.12 $55,540 - $60,681
-501 Reduced 60.58%
326 $39,000
Q4 2024

Feb 07, 2025
BUY
$110.82 - $121.28 $9,973 - $10,915
90 Added 12.21%
827 $92,000
Q3 2024

Nov 08, 2024
SELL
$107.62 - $118.76 $107 - $118
-1 Reduced 0.14%
737 $86,000
Q2 2024

Aug 13, 2024
BUY
$105.85 - $111.68 $635 - $670
6 Added 0.82%
738 $80,000
Q1 2024

Jun 11, 2024
SELL
$101.8 - $110.21 $2,036 - $2,204
-20 Reduced 2.66%
732 $80,000
Q4 2023

Feb 09, 2024
SELL
$93.77 - $103.26 $99,114 - $109,145
-1,057 Reduced 58.43%
752 $76,000
Q2 2023

Aug 04, 2023
SELL
$97.54 - $104.3 $780 - $834
-8 Reduced 0.44%
1,809 $182,000
Q1 2023

May 11, 2023
BUY
$97.23 - $106.66 $13,223 - $14,505
136 Added 8.09%
1,817 $184,000
Q4 2022

Feb 09, 2023
BUY
$93.56 - $108.19 $42,382 - $49,010
453 Added 36.89%
1,681 $175,000
Q3 2022

Nov 07, 2022
SELL
$91.29 - $105.95 $127,532 - $148,012
-1,397 Reduced 53.22%
1,228 $112,000
Q2 2022

Aug 01, 2022
BUY
$97.13 - $109.92 $254,966 - $288,540
2,625 New
2,625 $264,000

Others Institutions Holding HDV

# of Institutions
898
Shares Held
43.3M
Call Options Held
830K
Put Options Held
17.3K
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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