Shira Ridge Wealth Management Ishares Core High Dividend ETF Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

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 5,909 shares of HDV stock, worth $713,748. This represents 0.35% of its overall portfolio holdings.

Number of Shares

5,909

Previous 16,754 64.73%

Holding current value

$713,748

Previous $1.82 Billion 61.84%

% of portfolio

0.35%

Previous 1.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$107.62 - $118.76 $1.17 Million - $1.29 Million	-10,845 Reduced 64.73%	5,909 $695 Million
Q2 2024 Jul 11, 2024	SELL	$105.85 - $111.68 $293,522 - $309,688	-2,773 Reduced 14.2%	16,754 $1.82 Billion
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	$93.56 - $108.19 $7.69 Million - $8.89 Million	82,181 New	82,181 $8.57 Billion

Others Institutions Holding HDV

# of Institutions

797

Shares Held

48.4M

Call Options Held

822K

Put Options Held

56K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Ishares Core High Dividend ETF Transaction History