A detailed history of Marcum Wealth, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,043 shares of HDV stock, worth $246,773. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,043
Previous 2,043 -0.0%
Holding current value
$246,773
Previous $222,000 8.11%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

SELL
$101.8 - $110.21 $48,253 - $52,239
-474 Reduced 18.83%
2,043 $225,000
Q4 2023

Jan 10, 2024

SELL
$93.77 - $103.26 $21,379 - $23,543
-228 Reduced 8.31%
2,517 $256,000
Q1 2023

Apr 19, 2023

SELL
$97.23 - $106.66 $90,618 - $99,407
-932 Reduced 25.35%
2,745 $279,000
Q4 2022

Jan 12, 2023

BUY
$93.56 - $108.19 $935 - $1,081
10 Added 0.27%
3,677 $0
Q3 2022

Oct 11, 2022

BUY
$91.29 - $105.95 $1,095 - $1,271
12 Added 0.33%
3,667 $335,000
Q2 2022

Jul 14, 2022

BUY
$97.13 - $109.92 $1,068 - $1,209
11 Added 0.3%
3,655 $367,000
Q1 2022

Apr 20, 2022

BUY
$100.32 - $107.96 $902 - $971
9 Added 0.25%
3,644 $390,000
Q4 2021

Feb 01, 2022

BUY
$94.51 - $100.99 $343,543 - $367,098
3,635 New
3,635 $367,000

Others Institutions Holding HDV

About ISHARES CORE HIGH DIVIDEND ETF


  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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