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

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,891 shares of HDV stock, worth $475,713. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,891

Previous 6,591 40.96%

Holding current value

$475,713

Previous $772,000 38.34%

% of portfolio

0.03%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$118.16 - $123.66 $319,032 - $333,882	-2,700 Reduced 40.96%	3,891 $476,000
Q1 2025 May 14, 2025	BUY	$110.86 - $121.12 $17,294 - $18,894	156 Added 2.42%	6,591 $798,000
Q3 2024 Oct 17, 2024	BUY	$107.62 - $118.76 $107 - $118	1 Added 0.02%	6,435 $756,000
Q2 2024 Jul 12, 2024	SELL	$105.85 - $111.68 $282,301 - $297,850	-2,667 Reduced 29.3%	6,434 $699,000
Q4 2023 Feb 14, 2024	SELL	$93.77 - $103.26 $48,947 - $53,901	-522 Reduced 5.42%	9,101 $928,000

Q2 2023 Aug 10, 2023	BUY	$97.54 - $104.3 $263,358 - $281,610	2,700 Added 39.0%	9,623 $969,000
Q1 2023 May 05, 2023	SELL	$97.23 - $106.66 $2,041 - $2,239	-21 Reduced 0.3%	6,923 $703,000
Q2 2022 Aug 11, 2022	BUY	$97.13 - $109.92 $2,039 - $2,308	21 Added 0.3%	6,944 $697,000
Q1 2022 Aug 11, 2022	SELL	$100.32 - $107.96 $11,536 - $12,415	-115 Reduced 1.63%	6,923 $740,000
Q3 2021 Dec 10, 2021	SELL	$94.26 - $98.35 $24,696 - $25,767	-262 Reduced 3.59%	7,038 $663,000
Q4 2020 Feb 16, 2021	BUY	$77.25 - $90.74 $563,925 - $662,402	7,300 New	7,300 $640,000

Others Institutions Holding HDV

# of Institutions

892

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