Genesis Private Wealth, LLC Ishares Core High Dividend ETF Transaction History

Genesis Private Wealth, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Genesis Private Wealth, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 10,270 shares of HDV stock, worth $1.26 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
10,270
Previous 8,097 26.84%
Holding current value
$1.26 Million
Previous $949 Million 32.55%
% of portfolio
0.53%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
BUY
$118.16 - $123.66 $256,761 - $268,713
2,173 Added 26.84%
10,270 $1.26 Billion
Q2 2025

Jul 17, 2025
SELL
$108.41 - $120.51 $10,949 - $12,171
-101 Reduced 1.23%
8,097 $949 Million
Q1 2025

Apr 23, 2025
SELL
$110.86 - $121.12 $866,481 - $946,673
-7,816 Reduced 48.81%
8,198 $993 Million
Q4 2024

Jan 17, 2025
BUY
$110.82 - $121.28 $1.77 Million - $1.94 Million
16,014 New
16,014 $1.8 Billion

Others Institutions Holding HDV

# of Institutions
893
Shares Held
43M
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
Track This Portfolio

Track Genesis Private Wealth, LLC Portfolio

Follow Genesis Private Wealth, LLC 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 Genesis Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Genesis Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email