Straight Path Wealth Management Ishares Core High Dividend ETF Transaction History

Straight Path Wealth Management

  • $208 Million
  • Q3 2024

A detailed history of Straight Path Wealth Management transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Straight Path Wealth Management holds 9,317 shares of HDV stock, worth $1.1 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
9,317
Previous 9,220 1.05%
Holding current value
$1.1 Million
Previous $1 Million 9.28%
% of portfolio
0.53%
Previous 0.53%

Shares

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

Nov 06, 2024
BUY
$107.62 - $118.76 $10,439 - $11,519
97 Added 1.05%
9,317 $1.1 Million
Q2 2024

Aug 15, 2024
SELL
$105.85 - $111.68 $762,331 - $804,319
-7,202 Reduced 43.86%
9,220 $1 Million
Q1 2024

Apr 30, 2024
BUY
$101.8 - $110.21 $12,623 - $13,666
124 Added 0.76%
16,422 $1.81 Million
Q4 2023

Jan 23, 2024
BUY
$93.77 - $103.26 $31,037 - $34,179
331 Added 2.07%
16,298 $1.66 Million
Q2 2023

Jul 25, 2023
BUY
$97.54 - $104.3 $1.56 Million - $1.67 Million
15,967 New
15,967 $1.61 Million

Others Institutions Holding HDV

# of Institutions
794
Shares Held
48M
Call Options Held
742K
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
Track This Portfolio

Track Straight Path Wealth Management Portfolio

Follow Straight Path Wealth Management 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 Straight Path Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Straight Path Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email