SWEENEY & MICHEL, LLC HDV Holdings History
SWEENEY & MICHEL, LLC's iShares Core High Dividend ETF Holding Summary
As of 2025-03-31, SWEENEY & MICHEL, LLC held 141,736.00 shares of iShares Core High Dividend ETF(HDV), totaling $15.37 Mil. This investment constitutes 6.72% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.15% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 4 purchases of HDV, at an average price of $102.63, for a total of 149,386.00 shares. In addition, there have been 2 sales at an average price of $108.73 for 7,650.00 shares. Based on historical transaction data and HDV's current price of $118.68, SWEENEY & MICHEL, LLC's estimated gain on his HDV holdings is $2.32 Mil, reflecting a 15.14% gain to date.
SWEENEY & MICHEL, LLC HDV ($118.68) Holding Chart
SWEENEY & MICHEL, LLC HDV ($118.68) 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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