Shamrock Asset Management LLC HDV Holdings History
Shamrock Asset Management LLC's iShares Core High Dividend ETF Holding Summary
As of 2019-09-30, Shamrock Asset Management LLC held 107,050.00 shares of iShares Core High Dividend ETF(HDV), totaling $10.08 Mil. This investment constitutes 9.54% of their stock portfolio, and Shamrock Asset Management LLC now holds 0.12% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2019Q1. And since then Shamrock Asset Management LLC has made 1 purchases of HDV, at an average price of $89.67, for a total of 114,465.00 shares. In addition, there have been 1 sales at an average price of $93.19 for 7,415.00 shares. Based on historical transaction data and HDV's current price of $116.55, Shamrock Asset Management LLC's estimated gain on his HDV holdings is $2.90 Mil, reflecting a 28.29% gain to date.
Shamrock Asset Management LLC HDV ($116.55) Holding Chart
Shamrock Asset Management LLC HDV ($116.55) 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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