Sweeney & Michel, LLC Ishares Core High Dividend ETF Transaction History

Sweeney & Michel, LLC

$282 Billion
Q2 2025

A detailed history of Sweeney & Michel, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Sweeney & Michel, LLC holds 147,755 shares of HDV stock, worth $17.8 Million. This represents 6.29% of its overall portfolio holdings.

Number of Shares

147,755

Previous 141,736 4.25%

Holding current value

$17.8 Million

Previous $15.4 Billion 15.19%

% of portfolio

6.29%

Previous 6.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$108.41 - $120.51 $652,519 - $725,349	6,019 Added 4.25%	147,755 $17.7 Billion
Q1 2025 Apr 09, 2025	BUY	$110.86 - $121.12 $962,708 - $1.05 Million	8,684 Added 6.53%	141,736 $15.4 Billion
Q3 2024 Oct 21, 2024	SELL	$107.62 - $118.76 $434,354 - $479,315	-4,036 Reduced 2.94%	133,052 $15.9 Billion
Q2 2024 Jul 10, 2024	BUY	$105.85 - $111.68 $14,713 - $15,523	139 Added 0.1%	137,088 $14.8 Billion
Q1 2024 May 15, 2024	BUY	$101.8 - $110.21 $417,685 - $452,191	4,103 Added 3.09%	136,949 $15.2 Billion
Q3 2023 Nov 09, 2023	SELL	$98.89 - $104.38 $357,388 - $377,229	-3,614 Reduced 2.65%	132,846 $12.8 Billion
Q2 2023 Aug 09, 2023	BUY	$97.54 - $104.3 $246,093 - $263,148	2,523 Added 1.88%	136,460 $14 Billion
Q1 2023 Jun 07, 2023	BUY	$97.23 - $106.66 $13 Million - $14.3 Million	133,937 New	133,937 $13.3 Billion

Others Institutions Holding HDV

# of Institutions

856

Shares Held

42.4M

Call Options Held

1.4M

Put Options Held

16.5K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

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Sweeney & Michel, LLC Ishares Core High Dividend ETF Transaction History