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Ishares High Dividend Equity F shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $206k 1.5k 135.72
2016-12-31 $41k 500 82.00
2016-09-30 $41k 500 82.00
2016-06-30 $41k 500 82.00
2016-03-31 $39k 500 78.00

More positions owned by Joel Isaacson & Co

Spdr Series Trust State Street Spd (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)

View all positions for Joel Isaacson & Co

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Raymond James Financial
Ameriprise Financial
Janney Montgomery Scott
Jones Financial Companies, L.L
Citadel Advisors
Advantus Capital Management
BlackRock

View all funds holding Ishares High Dividend Equity F