CSM Advisors, LLC HDV Holdings History
CSM Advisors, LLC's iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, CSM Advisors, LLC held 461,800.00 shares of iShares Core High Dividend ETF(HDV), totaling $55.94 Mil. This investment constitutes 3.32% of their stock portfolio, and CSM Advisors, LLC now holds 0.48% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2024Q3. And since then CSM Advisors, LLC has made 2 purchases of HDV, at an average price of $116.47, for a total of 692,700.00 shares. In addition, there have been 1 sales at an average price of $116.87 for 230,900.00 shares. Based on historical transaction data and HDV's current price of $119.95, CSM Advisors, LLC's estimated gain on his HDV holdings is $1.70 Mil, reflecting a 2.10% gain to date.
CSM Advisors, LLC HDV ($119.95) Holding Chart
CSM Advisors, LLC HDV ($119.95) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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