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 19,527 shares of HDV stock, worth $2.11 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
19,527
Previous 38,349 49.08%
Holding current value
$2.11 Million
Previous $3.91 Billion 44.98%
% of portfolio
1.23%
Previous 2.35%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$101.8 - $110.21 $1.92 Million - $2.07 Million
-18,822 Reduced 49.08%
19,527 $2.15 Billion
Q4 2023

Jan 10, 2024

SELL
$93.77 - $103.26 $4.67 Million - $5.14 Million
-49,768 Reduced 56.48%
38,349 $3.91 Billion
Q3 2023

Oct 10, 2023

SELL
$98.89 - $104.38 $578,506 - $610,623
-5,850 Reduced 6.23%
88,117 $8.71 Billion
Q2 2023

Jul 12, 2023

BUY
$97.54 - $104.3 $374,163 - $400,094
3,836 Added 4.26%
93,967 $9.47 Billion
Q1 2023

May 08, 2023

BUY
$97.23 - $106.66 $772,978 - $847,947
7,950 Added 9.67%
90,131 $9.16 Billion
Q4 2022

Jan 12, 2023

BUY
$101.6 - $108.19 $8.35 Million - $8.89 Million
82,181 New
82,181 $8.57 Billion

Others Institutions Holding HDV

About ISHARES CORE HIGH DIVIDEND ETF


  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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