Ishares High Dividend Equity F shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $49k | 493 | 98.92 |
| 2023-06-30 | $50k | 493 | 100.83 |
| 2023-03-31 | $50k | 493 | 101.70 |
| 2022-12-31 | $51k | 493 | 104.28 |
| 2022-09-30 | $45k | 493 | 91.28 |
| 2022-06-30 | $101k | 1.0k | 100.70 |
| 2022-03-31 | $53k | 493 | 107.51 |
| 2021-12-31 | $50k | 493 | 101.42 |
| 2021-09-30 | $46k | 493 | 93.31 |
| 2021-06-30 | $48k | 493 | 97.36 |
| 2021-03-31 | $47k | 493 | 95.33 |
| 2020-12-31 | $43k | 493 | 87.22 |
| 2020-09-30 | $40k | 493 | 81.14 |
| 2020-06-30 | $158k | 1.9k | 81.07 |
| 2020-03-31 | $1.9M | 26k | 71.55 |
| 2019-12-31 | $2.4M | 24k | 98.08 |
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