Kingswood Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,966 shares of HDV stock, worth $1.7 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,966

Previous 4,208 255.66%

Holding current value

$1.7 Million

Previous $457 Million 284.8%

% of portfolio

0.13%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$107.62 - $118.76 $1.16 Million - $1.28 Million	10,758 Added 255.66%	14,966 $1.76 Billion
Q2 2024 Jul 09, 2024	SELL	$105.85 - $111.68 $20,958 - $22,112	-198 Reduced 4.49%	4,208 $457 Million
Q1 2024 Apr 15, 2024	SELL	$101.8 - $110.21 $40,007 - $43,312	-393 Reduced 8.19%	4,406 $486 Million
Q4 2023 Jan 16, 2024	BUY	$93.77 - $103.26 $29,256 - $32,217	312 Added 6.95%	4,799 $489 Million
Q3 2023 Oct 23, 2023	BUY	$98.89 - $104.38 $443,719 - $468,353	4,487 New	4,487 $444 Million

Others Institutions Holding HDV

# of Institutions

800

Shares Held

48.3M

Call Options Held

822K

Put Options Held

56K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

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Kingswood Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History