Ridgecrest Wealth Partners, LLC Ishares Core High Dividend ETF Transaction History

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 13,157 shares of HDV stock, worth $1.55 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
13,157
Previous 13,757 4.36%
Holding current value
$1.55 Million
Previous $1.5 Million 3.48%
% of portfolio
0.81%
Previous 0.9%

Shares

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

Nov 04, 2024
SELL
$107.62 - $118.76 $64,572 - $71,256
-600 Reduced 4.36%
13,157 $1.55 Million
Q2 2024

Aug 05, 2024
SELL
$105.85 - $111.68 $24,133 - $25,463
-228 Reduced 1.63%
13,757 $1.5 Million
Q4 2023

Jan 09, 2024
SELL
$93.77 - $103.26 $19,691 - $21,684
-210 Reduced 1.48%
13,985 $1.43 Million
Q3 2023

Oct 25, 2023
SELL
$98.89 - $104.38 $230,413 - $243,205
-2,330 Reduced 14.1%
14,195 $1.4 Million
Q1 2023

Apr 24, 2023
SELL
$97.23 - $106.66 $21,390 - $23,465
-220 Reduced 1.31%
16,525 $1.68 Million
Q4 2022

Jan 26, 2023
BUY
$93.56 - $108.19 $250,740 - $289,949
2,680 Added 19.05%
16,745 $0
Q1 2022

Apr 26, 2022
BUY
$100.32 - $107.96 $1,003 - $1,079
10 Added 0.07%
14,065 $1.5 Million
Q4 2021

Jan 19, 2022
SELL
$94.51 - $100.99 $17,484 - $18,683
-185 Reduced 1.3%
14,055 $1.42 Million
Q3 2021

Nov 03, 2021
SELL
$94.26 - $98.35 $35,536 - $37,077
-377 Reduced 2.58%
14,240 $1.34 Million
Q2 2021

Jul 21, 2021
BUY
$94.78 - $99.7 $292,017 - $307,175
3,081 Added 26.71%
14,617 $1.41 Million
Q1 2021

May 19, 2021
BUY
$86.68 - $95.97 $999,940 - $1.11 Million
11,536 New
11,536 $1.1 Million

Others Institutions Holding HDV

# of Institutions
798
Shares Held
48.4M
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
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