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Ishares High Dividend Equity F shares owned by Catalytic Wealth RIA

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

Historical chart of Catalytic Wealth RIA 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 Catalytic Wealth RIA 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 Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 1.9k 117.62
2024-06-30 $206k 1.9k 108.70
2024-03-31 $209k 1.9k 110.21

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View all positions for Catalytic Wealth RIA

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Morgan Stanley
Meiji Yasuda Life Insurance Company
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Branch Banking & Trust Company
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F