Ishares High Dividend Equity F shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.3M | 20k | 110.86 |
| 2024-09-30 | $3.1M | 26k | 119.16 |
| 2024-06-30 | $2.8M | 26k | 108.70 |
| 2024-03-31 | $3.3M | 30k | 110.21 |
| 2023-12-31 | $3.4M | 33k | 101.99 |
| 2023-09-30 | $9.7M | 98k | 98.89 |
| 2023-06-30 | $9.5M | 95k | 100.79 |
| 2023-03-31 | $9.4M | 92k | 101.66 |
| 2022-12-31 | $9.3M | 89k | 104.24 |
| 2022-09-30 | $8.3M | 85k | 98.15 |
| 2022-06-30 | $11M | 111k | 100.42 |
| 2022-03-31 | $7.3M | 73k | 100.99 |
| 2021-12-31 | $7.3M | 73k | 100.99 |
| 2021-09-30 | $6.0M | 64k | 94.26 |
| 2021-06-30 | $689k | 7.1k | 96.43 |
| 2021-03-31 | $564k | 6.0k | 94.76 |
| 2020-12-31 | $863k | 9.8k | 87.67 |
| 2020-09-30 | $808k | 10k | 80.45 |
| 2020-06-30 | $594k | 7.3k | 81.08 |
| 2020-03-31 | $757k | 11k | 71.52 |
| 2019-12-31 | $1.7M | 18k | 98.07 |
| 2019-09-30 | $1.7M | 18k | 94.14 |
| 2019-06-30 | $1.9M | 20k | 94.50 |
| 2019-03-31 | $1.8M | 20k | 93.24 |
| 2018-12-31 | $1.5M | 18k | 84.35 |
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