Amplius Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Amplius Wealth 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
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