Forefront Wealth Management Inc. Ishares Core High Dividend ETF Transaction History

Forefront Wealth Management Inc.

  • $114 Million
  • Q2 2025

A detailed history of Forefront Wealth Management Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Forefront Wealth Management Inc. holds 7,207 shares of HDV stock, worth $864,119. This represents 0.74% of its overall portfolio holdings.

Number of Shares
7,207
Previous 6,984 3.19%
Holding current value
$864,119
Previous $845,000 0.12%
% of portfolio
0.74%
Previous 0.88%

Shares

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

Jul 17, 2025
BUY
$108.41 - $120.51 $24,175 - $26,873
223 Added 3.19%
7,207 $844,000
Q1 2025

Apr 17, 2025
SELL
$110.86 - $121.12 $37,027 - $40,454
-334 Reduced 4.56%
6,984 $845,000
Q4 2024

Feb 11, 2025
SELL
$110.82 - $121.28 $4 Million - $4.38 Million
-36,103 Reduced 83.15%
7,318 $821,000
Q3 2023

Nov 06, 2023
SELL
$98.89 - $104.38 $15,031 - $15,865
-152 Reduced 0.35%
43,421 $4.29 Million
Q2 2023

Aug 07, 2023
SELL
$97.54 - $104.3 $2.56 Million - $2.73 Million
-26,195 Reduced 37.55%
43,573 $4.39 Million
Q1 2023

May 09, 2023
SELL
$97.23 - $106.66 $136,899 - $150,177
-1,408 Reduced 1.98%
69,768 $7.09 Million
Q4 2022

Feb 14, 2023
BUY
$93.56 - $108.19 $1.5 Million - $1.74 Million
16,071 Added 29.16%
71,176 $7.42 Million
Q3 2022

Nov 01, 2022
SELL
$91.29 - $105.95 $48,474 - $56,259
-531 Reduced 0.95%
55,105 $5.03 Million
Q2 2022

Jul 28, 2022
BUY
$97.13 - $109.92 $770,143 - $871,555
7,929 Added 16.62%
55,636 $5.59 Million
Q1 2022

May 09, 2022
BUY
$100.32 - $107.96 $4.79 Million - $5.15 Million
47,707 New
47,707 $5.1 Million

Others Institutions Holding HDV

# of Institutions
869
Shares Held
43.4M
Call Options Held
874K
Put Options Held
11.7K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Forefront Wealth Management Inc. Portfolio

Follow Forefront Wealth Management Inc. 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 Forefront Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Forefront Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email