Michelson Medical Research Foundation, Inc. Ishares Core High Dividend ETF Transaction History

Michelson Medical Research Foundation, Inc.

$142 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$97.23 - $106.66 $5.65 Million - $6.19 Million	-58,080 Reduced 44.23%	73,240 $7.45 Billion
Q4 2022 Feb 13, 2023	BUY	$93.56 - $108.19 $12.3 Million - $14.2 Million	131,320 New	131,320 $13.7 Billion

Others Institutions Holding HDV

# of Institutions

800

Shares Held

48.3M

Call Options Held

822K

Put Options Held

56K

Bank Of America Corp Charlotte, NC

4.58M
Shares

$520 Million
0.05% of portfolio
Envestnet Asset Management Inc

3.49M
Shares

$396 Million
0.14% of portfolio
Morgan Stanley New York, NY

3.13M
Shares

$356 Million
0.03% of portfolio
Meiji Yasuda Life Insurance CO Tokyo, M0

3.01M
Shares

$341 Million
6.56% of portfolio
Lpl Financial LLC Fort Mill, SC

2.24M
Shares

$254 Million
0.12% of portfolio

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