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Ishares High Dividend Equity F shares owned by AE Wealth Management

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

Historical chart of AE Wealth Management investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by AE Wealth Management 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 14k 122.45
2025-06-30 $1.7M 14k 117.17
2025-03-31 $1.7M 14k 121.12
2024-12-31 $1.6M 14k 112.26
2024-09-30 $2.9M 25k 117.62
2024-06-30 $2.2M 21k 108.70
2024-03-31 $3.3M 30k 110.21
2023-12-31 $11M 101k 104.06
2023-09-30 $8.7M 88k 98.89
2023-06-30 $18M 175k 100.79
2023-03-31 $17M 162k 101.66
2022-12-31 $31M 296k 104.24
2022-09-30 $23M 253k 91.29
2022-06-30 $28M 282k 100.43
2022-03-31 $94M 879k 106.89
2021-12-31 $21M 203k 100.99
2021-09-30 $16M 172k 94.26
2021-06-30 $6.4M 66k 96.53
2021-03-31 $51M 541k 94.89
2020-12-31 $18M 208k 87.67
2020-09-30 $7.0M 87k 80.48
2020-06-30 $7.0M 87k 81.15
2020-03-31 $12M 172k 71.55
2019-12-31 $5.9M 60k 98.08
2019-09-30 $2.6M 27k 94.16
2019-06-30 $2.1M 23k 94.51
2019-03-31 $1.6M 17k 93.30
2018-12-31 $456k 5.4k 84.41
2018-09-30 $1.2M 13k 90.56
2018-06-30 $1.1M 13k 85.01
2018-03-31 $1.2M 15k 84.47
2017-12-31 $1.2M 14k 90.14
2017-09-30 $1.1M 13k 85.97
2017-06-30 $300k 3.6k 83.06
2017-03-31 $2.1M 25k 83.86
2016-12-31 $246k 3.0k 82.36

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding Ishares High Dividend Equity F

LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Envestnet Asset Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock
Commonwealth Equity Services

View all funds holding Ishares High Dividend Equity F