True Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,643 shares of HDV stock, worth $319,247. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,643
Previous 2,643 -0.0%
Holding current value
$319,247
Previous $287,000 8.01%
% of portfolio
0.11%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$97.54 - $104.3 $195,080 - $208,600
-2,000 Reduced 43.08%
2,643 $266,000
Q1 2023

Apr 19, 2023
SELL
$97.23 - $106.66 $81,089 - $88,954
-834 Reduced 15.23%
4,643 $472,000
Q4 2022

Jan 23, 2023
SELL
$93.56 - $108.19 $249,150 - $288,109
-2,663 Reduced 32.71%
5,477 $0
Q3 2022

Oct 21, 2022
BUY
$91.29 - $105.95 $43,271 - $50,220
474 Added 6.18%
8,140 $743,000
Q2 2022

Jul 27, 2022
BUY
$97.13 - $109.92 $257,491 - $291,397
2,651 Added 52.86%
7,666 $770,000
Q4 2021

Feb 02, 2022
SELL
$94.51 - $100.99 $26,935 - $28,782
-285 Reduced 5.38%
5,015 $507,000
Q3 2021

Oct 25, 2021
BUY
$94.26 - $98.35 $26,864 - $28,029
285 Added 5.68%
5,300 $500,000
Q2 2021

Jul 23, 2021
SELL
$94.78 - $99.7 $89,093 - $93,718
-940 Reduced 15.79%
5,015 $484,000
Q1 2021

Apr 22, 2021
SELL
$86.68 - $95.97 $640,045 - $708,642
-7,384 Reduced 55.36%
5,955 $565,000
Q4 2020

Jan 25, 2021
BUY
$77.25 - $90.74 $1.03 Million - $1.21 Million
13,339 New
13,339 $1.19 Million

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

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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