A detailed history of Geo Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 134 shares of HDV stock, worth $16,185. This represents 0.0% of its overall portfolio holdings.

Number of Shares
134
Holding current value
$16,185
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$107.62 - $118.76 $14,421 - $15,913
134 New
134 $15,000
Q4 2021

Feb 14, 2022

SELL
$94.51 - $100.99 $3.07 Million - $3.28 Million
-32,514 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$94.26 - $98.35 $2.82 Million - $2.94 Million
29,883 Added 1135.8%
32,514 $3.06 Million
Q2 2021

Aug 17, 2021

SELL
$94.78 - $99.7 $4,739 - $4,985
-50 Reduced 1.86%
2,631 $255,000
Q1 2021

May 13, 2021

BUY
$86.68 - $95.97 $10,748 - $11,900
124 Added 4.85%
2,681 $256,000
Q4 2020

Feb 12, 2021

BUY
$77.25 - $90.74 $197,528 - $232,022
2,557 New
2,557 $224,000
Q1 2020

May 13, 2020

SELL
$61.93 - $98.29 $195,327 - $310,006
-3,154 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$91.22 - $98.37 $287,707 - $310,258
3,154 New
3,154 $309,000

Others Institutions Holding HDV

About ISHARES CORE HIGH DIVIDEND ETF


  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.