Ishares High Dividend Equity F shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $877k | 7.5k | 117.62 |
| 2024-06-30 | $810k | 7.5k | 108.70 |
| 2024-03-31 | $822k | 7.5k | 110.21 |
| 2023-12-31 | $862k | 8.5k | 101.99 |
| 2023-09-30 | $836k | 8.5k | 98.89 |
| 2023-06-30 | $882k | 8.7k | 100.79 |
| 2023-03-31 | $889k | 8.7k | 101.66 |
| 2022-12-31 | $912k | 8.7k | 104.24 |
| 2022-09-30 | $798k | 8.7k | 91.24 |
| 2022-06-30 | $878k | 8.7k | 100.39 |
| 2022-03-31 | $1.0M | 9.8k | 106.79 |
| 2021-12-31 | $1.0M | 10k | 100.92 |
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