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iShares Dow Jones US Medical Dev. shares owned by Octavia Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Medical Dev. (IHI) shares owned by Octavia Wealth Advisors from 13F filings

Historical chart of Octavia Wealth Advisors investment in iShares Dow Jones US Medical Dev.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Medical Dev. held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Medical Dev. by Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 3.5k 58.59
2021-12-31 $269k 4.1k 65.87
2021-09-30 $247k 4.0k 62.37
2021-06-30 $258k 714 361.34
2021-03-31 $339k 1.0k 330.41
2020-12-31 $1.1M 3.4k 327.39

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View all positions for Octavia Wealth Advisors

Top funds holding iShares Dow Jones US Medical Dev.

Citigroup
Bank of America Corporation
Fisher Investments
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
J Arnold Wealth Management
Goldman Sachs Group
Advisor Group Holdings
Flaharty Asset Management
Raymond James & Associates
Commonwealth Equity Services
Migdal Insurance & Financial Holdings
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones US Medical Dev.