Marcum Wealth, LLC Ishares Core High Dividend ETF Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

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

# of Institutions

856

Shares Held

42.4M

Call Options Held

1.4M

Put Options Held

16.5K

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

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