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Ishares High Dividend Equity F shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 47k 117.62
2024-06-30 $5.0M 46k 108.70
2024-03-31 $4.7M 42k 110.21
2023-12-31 $3.7M 37k 102.33
2023-09-30 $3.4M 35k 96.56
2023-06-30 $6.0M 60k 100.79
2023-03-31 $4.8M 49k 99.52
2022-12-31 $257k 2.5k 104.23
2022-09-30 $262k 2.5k 102.91
2022-06-30 $751k 7.5k 100.48
2022-03-31 $653k 6.1k 107.19
2021-09-30 $26k 278 93.53
2021-06-30 $41k 421 97.39
2021-03-31 $194k 2.0k 94.82
2020-12-31 $144k 1.6k 87.75
2020-09-30 $132k 1.6k 80.73
2020-06-30 $133k 1.6k 81.35
2020-03-31 $127k 1.8k 71.35
2019-12-31 $178k 1.8k 97.96
2019-09-30 $171k 1.8k 94.11
2019-06-30 $155k 1.6k 94.69
2019-03-31 $181k 1.9k 93.25
2018-12-31 $206k 2.4k 84.43
2018-09-30 $177k 2.0k 90.72
2018-06-30 $165k 1.9k 85.01
2018-03-31 $166k 2.0k 84.39
2017-12-31 $162k 1.8k 90.40
2017-09-30 $152k 1.8k 86.07
2017-06-30 $217k 2.6k 82.98
2017-03-31 $194k 2.3k 83.69
2016-12-31 $183k 2.2k 82.47

More positions owned by Global Retirement Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Arthur J. Gallagher & Co. (AJG)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Global Retirement Partners

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