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

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024

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 6,765 shares of HDV stock, worth $814,235. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,765
Previous 7,455 9.26%
Holding current value
$814,235
Previous $876,000 13.36%
% of portfolio
0.09%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
852
Shares Held
46.3M
Call Options Held
92K
Put Options Held
12.3K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
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