REGIMEN WEALTH, LLC HDV Holdings History
REGIMEN WEALTH, LLC's iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, REGIMEN WEALTH, LLC held 263,342.00 shares of iShares Core High Dividend ETF(HDV), totaling $31.90 Mil. This investment constitutes 10.26% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0.28% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2022Q4. And since then REGIMEN WEALTH, LLC has made 8 purchases of HDV, at an average price of $101.69, for a total of 269,264.00 shares. In addition, there have been 1 sales at an average price of $117.47 for 5,922.00 shares. Based on historical transaction data and HDV's current price of $116.69, REGIMEN WEALTH, LLC's estimated gain on his HDV holdings is $4.04 Mil, reflecting a 14.77% gain to date.
REGIMEN WEALTH, LLC HDV ($116.69) Holding Chart
REGIMEN WEALTH, LLC HDV ($116.69) 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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