Ishares High Dividend Equity F shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares High Dividend Equity F
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Download as csv Download as ExcelQuarterly reported holdings in Ishares High Dividend Equity F by CliftonLarsonAllen Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.8M | 18k | 101.99 |
2023-09-30 | $1.8M | 18k | 98.89 |
2023-06-30 | $1.9M | 19k | 100.79 |
2023-03-31 | $1.9M | 19k | 101.66 |
2022-12-31 | $1.8M | 17k | 104.24 |
2022-06-30 | $1.7M | 17k | 100.41 |
2022-03-31 | $1.8M | 17k | 106.92 |
2021-12-31 | $1.7M | 17k | 101.01 |
2021-09-30 | $1.6M | 17k | 94.27 |
2021-06-30 | $1.7M | 17k | 96.51 |
2021-03-31 | $1.8M | 19k | 94.92 |
2020-12-31 | $1.7M | 20k | 87.69 |
2020-09-30 | $1.6M | 20k | 80.47 |
2020-06-30 | $1.6M | 20k | 81.17 |
2019-12-31 | $9.8M | 100k | 98.07 |
2019-09-30 | $15M | 155k | 94.16 |
2019-06-30 | $16M | 167k | 94.50 |
2019-03-31 | $15M | 161k | 93.29 |
2018-12-31 | $5.3M | 63k | 84.39 |
2018-09-30 | $6.1M | 67k | 90.54 |
2018-06-30 | $6.6M | 77k | 85.00 |
2018-03-31 | $6.8M | 80k | 84.48 |
2017-12-31 | $7.1M | 79k | 90.14 |
2017-09-30 | $5.8M | 67k | 85.95 |
2017-06-30 | $9.1M | 109k | 83.13 |
2017-03-31 | $7.9M | 94k | 83.86 |
2016-12-31 | $11M | 129k | 82.25 |
2016-09-30 | $11M | 131k | 81.28 |
2016-06-30 | $3.9M | 47k | 82.14 |
2016-03-31 | $6.0M | 78k | 78.01 |
2015-12-31 | $5.2M | 71k | 73.41 |
2015-09-30 | $10M | 147k | 69.58 |
2015-06-30 | $6.7M | 92k | 73.56 |
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