Apex Wealth Management, LLC Ishares Core High Dividend ETF Transaction History

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 16,463 shares of HDV stock, worth $1.95 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
16,463
Previous 16,337 0.77%
Holding current value
$1.95 Million
Previous $1.91 Billion 5.31%
% of portfolio
1.44%
Previous 1.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$118.16 - $123.66 $14,888 - $15,581
126 Added 0.77%
16,463 $2.02 Billion
Q2 2025

Aug 08, 2025
BUY
$108.41 - $120.51 $13,551 - $15,063
125 Added 0.77%
16,337 $1.91 Billion
Q1 2025

Apr 29, 2025
BUY
$110.86 - $121.12 $11,862 - $12,959
107 Added 0.66%
16,212 $1.96 Billion
Q4 2024

Feb 14, 2025
BUY
$110.82 - $121.28 $1.78 Million - $1.95 Million
16,105 New
16,105 $1.81 Billion

Others Institutions Holding HDV

# of Institutions
873
Shares Held
42.8M
Call Options Held
867K
Put Options Held
14K
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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