Phoenix Wealth Advisors Ishares Core High Dividend ETF Transaction History

Phoenix Wealth Advisors

  • $228 Million
  • Q1 2025

A detailed history of Phoenix Wealth Advisors transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Phoenix Wealth Advisors holds 27,402 shares of HDV stock, worth $3.27 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
27,402
Previous 6,410 327.49%
Holding current value
$3.27 Million
Previous $719,000 361.47%
% of portfolio
1.46%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$110.86 - $121.12 $2.33 Million - $2.54 Million
20,992 Added 327.49%
27,402 $3.32 Million
Q4 2024

Jan 17, 2025
BUY
$110.82 - $121.28 $462,562 - $506,222
4,174 Added 186.67%
6,410 $719,000
Q3 2024

Nov 08, 2024
SELL
$107.62 - $118.76 $6.4 Million - $7.06 Million
-59,425 Reduced 96.37%
2,236 $262,000
Q2 2024

Jul 17, 2024
BUY
$105.85 - $111.68 $245,783 - $259,320
2,322 Added 3.91%
61,661 $6.7 Million
Q1 2024

Apr 26, 2024
SELL
$101.8 - $110.21 $1.07 Million - $1.15 Million
-10,472 Reduced 15.0%
59,339 $6.54 Million
Q4 2023

Jan 30, 2024
BUY
$93.77 - $103.26 $1.16 Million - $1.28 Million
12,415 Added 21.63%
69,811 $7.12 Million
Q3 2023

Nov 06, 2023
BUY
$98.89 - $104.38 $663,453 - $700,285
6,709 Added 13.24%
57,396 $5.68 Million
Q2 2023

Jul 13, 2023
BUY
$97.54 - $104.3 $67,009 - $71,654
687 Added 1.37%
50,687 $5.11 Million
Q1 2023

May 05, 2023
BUY
$97.23 - $106.66 $4.86 Million - $5.33 Million
50,000 New
50,000 $5.08 Million
Q4 2021

Feb 11, 2022
SELL
$94.51 - $100.99 $6,993 - $7,473
-74 Closed
0 $0
Q4 2020

Feb 05, 2021
BUY
$77.25 - $90.74 $5,716 - $6,714
74 New
74 $6,000

Others Institutions Holding HDV

# of Institutions
872
Shares Held
43.2M
Call Options Held
874K
Put Options Held
11.7K
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 Phoenix Wealth Advisors Portfolio

Follow Phoenix Wealth Advisors 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 Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email