Amplius Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 6,674 shares of HDV stock, worth $815,963. This represents 0.1% of its overall portfolio holdings.

Number of Shares

6,674

Previous 6,765 1.35%

Holding current value

$815,963

Previous $792,000 3.16%

% of portfolio

0.1%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$118.16 - $123.66 $10,752 - $11,253	-91 Reduced 1.35%	6,674 $817,000
Q4 2024 Jan 16, 2025	SELL	$110.82 - $121.28 $76,465 - $83,683	-690 Reduced 9.26%	6,765 $759,000
Q1 2024 Apr 16, 2024	SELL	$101.8 - $110.21 $101,800 - $110,210	-1,000 Reduced 11.83%	7,455 $821,000
Q3 2023 Oct 17, 2023	SELL	$98.89 - $104.38 $28,776 - $30,374	-291 Reduced 3.33%	8,455 $836,000
Q2 2022 Jul 21, 2022	SELL	$97.13 - $109.92 $104,609 - $118,383	-1,077 Reduced 10.96%	8,746 $878,000

Q1 2022 May 09, 2022	SELL	$100.32 - $107.96 $27,487 - $29,581	-274 Reduced 2.71%	9,823 $1.05 Million
Q4 2021 Jan 28, 2022	BUY	$94.51 - $100.99 $954,267 - $1.02 Million	10,097 New	10,097 $1.02 Million

Others Institutions Holding HDV

# of Institutions

895

Shares Held

43.1M

Call Options Held

830K

Put Options Held

17.3K

View Full List

About ISHARES CORE HIGH DIVIDEND ETF

Ticker HDV
Sector ETFs
Industry ETFs

More about HDV

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Amplius Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History