Shulman DeMeo Asset Management LLC HDV Holdings History
Shulman DeMeo Asset Management LLC's iShares Core High Dividend ETF Holding Summary
As of 2025-06-30, Shulman DeMeo Asset Management LLC held 34,169.00 shares of iShares Core High Dividend ETF(HDV), totaling $4.00 Mil. This investment constitutes 0.99% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0.04% of the outstanding iShares Core High Dividend ETF(HDV) stock.
The initial trade took place in 2018Q4. And since then Shulman DeMeo Asset Management LLC has made 5 purchases of HDV, at an average price of $92.74, for a total of 97,239.00 shares. In addition, there have been 21 sales at an average price of $96.87 for 63,070.00 shares. Based on historical transaction data and HDV's current price of $120.08, Shulman DeMeo Asset Management LLC's estimated gain on his HDV holdings is $1.19 Mil, reflecting a 13.24% gain to date.
Shulman DeMeo Asset Management LLC HDV ($120.08) Holding Chart
Shulman DeMeo Asset Management LLC HDV ($120.08) 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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