Shira Ridge Wealth Management Ishares Core High Dividend ETF Transaction History
Shira Ridge Wealth Management
- $219 Billion
- Q2 2025
A detailed history of Shira Ridge Wealth Management transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,236 shares of HDV stock, worth $388,837. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,236
Previous 3,563
9.18%
Holding current value
$388,837
Previous $432 Million
12.14%
% of portfolio
0.17%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding HDV
# of Institutions
864Shares Held
41.9MCall Options Held
874KPut Options Held
11.7K-
Bank Of America Corp Charlotte, NC4.35MShares$522 Million0.04% of portfolio
-
Morgan Stanley New York, NY3.23MShares$388 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$332 Million0.11% of portfolio
-
Ubs Group Ag1.43MShares$171 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.28MShares$153 Million0.04% of portfolio