Marshall & Sterling Wealth Advisors Inc. Ishares Core High Dividend ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 482 shares of HDV stock, worth $58,929. This represents 0.04% of its overall portfolio holdings.

Number of Shares
482
Previous 478 0.84%
Holding current value
$58,929
Previous $56 Million 5.32%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$118.16 - $123.66 $472 - $494
4 Added 0.84%
482 $59 Million
Q2 2025

Aug 12, 2025
BUY
$108.41 - $120.51 $433 - $482
4 Added 0.84%
478 $56 Million
Q1 2025

May 15, 2025
BUY
$110.86 - $121.12 $52,547 - $57,410
474 New
474 $57.4 Million

Others Institutions Holding HDV

# of Institutions
881
Shares Held
43M
Call Options Held
858K
Put Options Held
19.6K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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