Number of Shares
457,980.00
Current Holdings Value*
$55.47 Mil
% of Portfolio
4.33%
Total Estimate Gain
$11.23 Mil
% of Total Estimate Gain
12.79%

LBMC INVESTMENT ADVISORS, LLC's iShares Core High Dividend ETF Holding Summary

As of 2025-03-31, LBMC INVESTMENT ADVISORS, LLC held 457,980.00 shares of iShares Core High Dividend ETF(HDV), totaling $55.47 Mil. This investment constitutes 4.33% of their stock portfolio, and LBMC INVESTMENT ADVISORS, LLC now holds 0.48% of the outstanding iShares Core High Dividend ETF(HDV) stock.

The initial trade took place in 2018Q3. And since then LBMC INVESTMENT ADVISORS, LLC has made 16 purchases of HDV, at an average price of $93.49, for a total of 939,587.00 shares. In addition, there have been 11 sales at an average price of $96.89 for 481,607.00 shares. Based on historical transaction data and HDV's current price of $114.44, LBMC INVESTMENT ADVISORS, LLC's estimated gain on his HDV holdings is $11.23 Mil, reflecting a 12.79% gain to date.

LBMC INVESTMENT ADVISORS, LLC HDV ($114.44) Holding Chart

LBMC INVESTMENT ADVISORS, LLC HDV ($114.44) 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 %

Top Ranked Articles

  • 1