Independent Wealth Network Inc. Ishares Core High Dividend ETF Transaction History

Independent Wealth Network Inc.

$257 Million
Q2 2025

A detailed history of Independent Wealth Network Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 4,275 shares of HDV stock, worth $512,572. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,275

Previous 4,280 0.12%

Holding current value

$512,572

Previous $518,000 3.47%

% of portfolio

0.19%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$108.41 - $120.51 $542 - $602	-5 Reduced 0.12%	4,275 $500,000
Q1 2025 May 02, 2025	BUY	$110.86 - $121.12 $7,981 - $8,720	72 Added 1.71%	4,280 $518,000
Q4 2024 Jan 17, 2025	BUY	$110.82 - $121.28 $54,523 - $59,669	492 Added 13.24%	4,208 $472,000
Q3 2024 Oct 15, 2024	SELL	$107.62 - $118.76 $20,555 - $22,683	-191 Reduced 4.89%	3,716 $437,000
Q2 2024 Jul 18, 2024	SELL	$105.85 - $111.68 $123,421 - $130,218	-1,166 Reduced 22.98%	3,907 $424,000
Q1 2024 May 20, 2024	BUY	$101.8 - $110.21 $516,431 - $559,095	5,073 New	5,073 $559,000
Q4 2023 Jan 12, 2024	SELL	$93.77 - $103.26 $289,655 - $318,970	-3,089 Reduced 24.29%	9,626 $981,000
Q3 2023 Oct 11, 2023	BUY	$98.89 - $104.38 $11,471 - $12,108	116 Added 0.92%	12,715 $1.26 Million
Q2 2023 Jul 12, 2023	BUY	$97.54 - $104.3 $298,374 - $319,053	3,059 Added 32.06%	12,599 $1.27 Million
Q1 2023 Apr 18, 2023	BUY	$97.23 - $106.66 $172,874 - $189,641	1,778 Added 22.91%	9,540 $969,000
Q4 2022 Jan 25, 2023	BUY	$93.56 - $108.19 $324,653 - $375,419	3,470 Added 80.85%	7,762 $0
Q3 2022 Oct 17, 2022	BUY	$91.29 - $105.95 $102,792 - $119,299	1,126 Added 35.57%	4,292 $392,000
Q2 2022 Jul 26, 2022	BUY	$97.13 - $109.92 $307,513 - $348,006	3,166 New	3,166 $318,000

Others Institutions Holding HDV

# of Institutions

871

Shares Held

43.2M

Call Options Held

874K

Put Options Held

11.7K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Ishares Core High Dividend ETF Transaction History