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Ishares High Dividend Equity F shares owned by Consilio Wealth Advisors

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Consilio Wealth Advisors from 13F filings

Historical chart of Consilio Wealth Advisors investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 2.4k 110.23
2023-12-31 $289k 2.8k 101.98
2023-09-30 $236k 2.4k 97.09
2023-06-30 $245k 2.4k 100.79
2023-03-31 $237k 2.3k 101.66
2022-12-31 $256k 2.5k 104.24
2022-09-30 $1.1M 12k 91.28

More positions owned by Consilio Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Consilio Wealth Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co
Advantus Capital Management
Citadel Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Envestnet Asset Management
M^T Bank Corporation
Janney Montgomery Scott

View all funds holding Ishares High Dividend Equity F