Collaborative Wealth Managment »

Ishares High Dividend Equity F shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 11k 117.62
2024-06-30 $1.2M 11k 108.70
2024-03-31 $1.2M 11k 110.21
2023-12-31 $1.2M 11k 101.99
2023-09-30 $1.3M 13k 98.89
2023-06-30 $1.6M 16k 100.79
2023-03-31 $1.7M 17k 101.66
2022-12-31 $2.1M 21k 104.24
2022-09-30 $1.3M 14k 91.32
2022-06-30 $1.4M 14k 100.42
2021-12-31 $1.5M 15k 100.98
2021-03-31 $1.6M 15k 106.90