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Ishares High Dividend Equity F shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $15k 150 101.99
2023-09-30 $15k 150 98.89
2023-06-30 $15k 150 100.79
2023-03-31 $15k 150 101.66
2022-12-31 $16k 150 104.24
2022-09-30 $14k 150 93.33
2022-06-30 $15k 150 100.00
2022-03-31 $16k 150 106.67
2021-12-31 $15k 150 100.00
2021-09-30 $14k 150 93.33
2021-06-30 $14k 150 93.33
2021-03-31 $14k 150 93.33
2020-12-31 $13k 150 86.67
2020-09-30 $12k 150 80.00
2020-06-30 $12k 150 80.00
2020-03-31 $11k 150 73.33
2019-12-31 $15k 150 100.00
2019-09-30 $14k 150 93.33
2019-06-30 $14k 150 93.33
2019-03-31 $14k 150 93.33
2018-12-31 $13k 150 86.67
2018-09-30 $14k 150 93.33
2018-06-30 $13k 150 86.67
2018-03-31 $13k 150 86.67
2017-12-31 $14k 150 93.33
2017-09-30 $13k 150 86.67
2017-06-30 $12k 150 80.00
2017-03-31 $13k 151 86.09
2016-12-31 $12k 150 80.00
2016-09-30 $12k 150 80.00
2016-06-30 $12k 150 80.00
2016-03-31 $12k 150 80.00
2015-12-31 $11k 150 73.33

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View all positions for Mark Sheptoff Financial Planning

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F