Steel Peak Wealth Management LLC Ishares Core High Dividend ETF Transaction History

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 45,119 shares of HDV stock, worth $5.42 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
45,119
Holding current value
$5.42 Million
% of portfolio
0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$108.41 - $120.51 $4.89 Million - $5.44 Million
45,119 New
45,119 $5.29 Million
Q4 2024

Jan 22, 2025
BUY
$110.82 - $121.28 $554,100 - $606,400
5,000 New
5,000 $561,000
Q4 2023

Jan 23, 2024
BUY
$93.77 - $103.26 $5.19 Million - $5.72 Million
55,382 New
55,382 $5.65 Million
Q4 2022

Jan 25, 2023
SELL
$93.56 - $108.19 $3.51 Million - $4.06 Million
-37,558 Reduced 86.31%
5,956 $0
Q3 2022

Oct 26, 2022
SELL
$91.29 - $105.95 $1.17 Million - $1.36 Million
-12,808 Reduced 22.74%
43,514 $3.97 Million
Q2 2022

Aug 02, 2022
BUY
$97.13 - $109.92 $5.47 Million - $6.19 Million
56,322 New
56,322 $5.66 Million

Others Institutions Holding HDV

# of Institutions
858
Shares Held
42M
Call Options Held
868K
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 Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email