Mission Wealth Management, LP Ishares Core High Dividend ETF Transaction History

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024

A detailed history of Mission Wealth Management, LP transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 3,143 shares of HDV stock, worth $353,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,143
Previous 2,681 17.23%
Holding current value
$353,807
Previous $291,000 26.8%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$107.62 - $118.76 $49,720 - $54,867
462 Added 17.23%
3,143 $369,000
Q2 2024

Aug 02, 2024
SELL
$105.85 - $111.68 $7,832 - $8,264
-74 Reduced 2.69%
2,681 $291,000
Q1 2024

Apr 30, 2024
SELL
$101.8 - $110.21 $26,569 - $28,764
-261 Reduced 8.65%
2,755 $303,000
Q4 2023

Feb 05, 2024
BUY
$93.77 - $103.26 $55,980 - $61,646
597 Added 24.68%
3,016 $307,000
Q2 2023

Aug 04, 2023
SELL
$97.54 - $104.3 $69,155 - $73,948
-709 Reduced 22.67%
2,419 $243,000
Q1 2023

Apr 07, 2023
BUY
$97.23 - $106.66 $304,135 - $333,632
3,128 New
3,128 $317,000

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

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email