Regal Investment Advisors »

Ishares High Dividend Equity F shares owned by Regal Investment Advisors

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

Historical chart of Regal Investment 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 Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares High Dividend Equity F by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.2M 22k 98.89
2023-06-30 $2.2M 22k 100.79
2023-03-31 $2.2M 22k 101.66
2022-12-31 $3.4M 32k 104.24
2022-09-30 $3.6M 40k 91.28
2022-06-30 $4.0M 40k 100.44
2022-03-31 $2.8M 27k 106.90
2021-12-31 $2.6M 26k 100.99
2021-09-30 $2.4M 26k 94.26
2021-06-30 $2.5M 26k 96.53
2020-12-31 $1.8M 21k 87.69
2020-06-30 $1.5M 19k 81.17
2019-12-31 $1.9M 19k 98.10
2019-09-30 $1.5M 16k 94.15
2019-06-30 $1.7M 19k 94.49
2019-03-31 $1.6M 17k 93.28
2018-12-31 $1.4M 17k 84.37
2018-09-30 $1.5M 17k 90.55
2018-06-30 $891k 11k 84.98
2018-03-31 $1.8M 21k 84.49
2017-12-31 $2.5M 27k 90.13
2017-09-30 $1.6M 19k 85.97
2017-06-30 $2.9M 34k 83.12
2017-03-31 $2.7M 32k 83.87
2016-12-31 $1.7M 20k 82.26
2016-09-30 $1.0M 13k 81.29
2016-06-30 $427k 5.2k 82.13
2016-03-31 $378k 4.8k 77.99
2015-12-31 $604k 8.2k 73.31
2015-09-30 $571k 8.2k 69.55
2015-06-30 $607k 8.3k 73.55
2015-03-31 $640k 8.5k 75.05
2014-12-31 $706k 9.2k 76.53
2014-09-30 $769k 10k 75.22
2014-06-30 $801k 11k 75.39
2014-03-31 $625k 8.8k 71.40
2013-12-31 $650k 9.3k 70.26
2013-09-30 $706k 11k 66.28
2013-06-30 $848k 13k 66.87

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F