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iShares Dow Jones EPAC Sel Div Ind shares owned by Private Advisor

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div Ind held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 55k 28.04
2023-12-31 $1.6M 59k 27.99
2023-09-30 $1.5M 60k 25.40
2023-06-30 $2.3M 86k 26.46
2023-03-31 $2.3M 82k 27.49
2022-12-31 $238k 83k 2.88
2022-09-30 $2.2M 99k 22.54
2022-06-30 $2.8M 103k 27.16
2022-03-31 $2.8M 89k 31.18
2021-12-31 $2.8M 89k 31.18
2021-09-30 $2.6M 87k 30.41
2021-06-30 $2.2M 69k 32.39
2021-03-31 $1.9M 60k 31.47
2020-12-31 $1.8M 60k 29.47
2020-09-30 $1.2M 48k 24.99
2020-06-30 $1.3M 51k 25.12
2020-03-31 $1.4M 63k 22.60
2019-12-31 $2.5M 73k 33.56
2019-09-30 $2.5M 81k 30.98
2019-06-30 $2.5M 83k 30.72
2019-03-31 $2.7M 88k 30.86
2018-12-31 $2.4M 85k 28.71
2018-09-30 $2.9M 90k 32.63
2018-06-30 $1.8M 56k 31.84
2018-03-31 $1.5M 46k 33.01
2017-12-31 $2.2M 64k 34.52
2017-09-30 $3.1M 94k 33.48
2017-06-30 $3.0M 91k 32.57
2017-03-31 $2.3M 74k 31.13
2016-12-31 $2.6M 87k 30.39
2016-09-30 $2.7M 89k 29.81
2016-06-30 $2.1M 76k 28.08
2016-03-31 $2.3M 80k 28.99
2015-12-31 $2.5M 87k 28.71
2015-09-30 $2.7M 97k 28.13
2015-06-30 $3.4M 106k 32.33
2015-03-31 $3.4M 103k 33.64
2014-12-31 $3.6M 107k 33.69
2014-09-30 $3.9M 109k 35.79
2014-06-30 $4.0M 101k 39.89
2014-03-31 $3.2M 82k 38.64
2013-12-31 $1.3M 34k 37.94

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Bank of New York Mellon
LPL Financial
Us Bancorp
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Orion Portfolio Solutions
Regions Bank

View all funds holding iShares Dow Jones EPAC Sel Div Ind