Summit Wealth & Retirement Planning, Inc. Ishares Core High Dividend ETF Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 4,023 shares of HDV stock, worth $489,840. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,023
Previous 4,023 -0.0%
Holding current value
$489,840
Previous $487,000 3.29%
% of portfolio
0.13%
Previous 0.16%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$110.86 - $121.12 $1,884 - $2,059
17 Added 0.42%
4,023 $487,000
Q4 2024

Jan 28, 2025
SELL
$110.82 - $121.28 $4,321 - $4,729
-39 Reduced 0.96%
4,006 $449,000
Q3 2024

Nov 01, 2024
BUY
$107.62 - $118.76 $15,820 - $17,457
147 Added 3.77%
4,045 $475,000
Q1 2024

May 09, 2024
SELL
$101.8 - $110.21 $111,267 - $120,459
-1,093 Reduced 21.9%
3,898 $429,000
Q4 2023

Feb 01, 2024
SELL
$93.77 - $103.26 $1,687 - $1,858
-18 Reduced 0.36%
4,991 $509,000
Q3 2023

Oct 25, 2023
SELL
$98.89 - $104.38 $65,267 - $68,890
-660 Reduced 11.64%
5,009 $495,000
Q2 2023

Jul 26, 2023
BUY
$97.54 - $104.3 $42,527 - $45,474
436 Added 8.33%
5,669 $571,000
Q1 2023

May 11, 2023
BUY
$97.23 - $106.66 $65,144 - $71,462
670 Added 14.68%
5,233 $531,000
Q4 2022

Feb 09, 2023
SELL
$93.56 - $108.19 $36,675 - $42,410
-392 Reduced 7.91%
4,563 $476,000
Q3 2022

Nov 10, 2022
BUY
$91.29 - $105.95 $452,341 - $524,982
4,955 New
4,955 $452,000

Others Institutions Holding HDV

# of Institutions
861
Shares Held
42.6M
Call Options Held
867K
Put Options Held
14K
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 Summit Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. 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 Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email