Ishares High Dividend Equity F shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.0M | 73k | 27.14 |
| 2025-12-31 | $2.0M | 16k | 121.61 |
| 2025-09-30 | $1.9M | 16k | 122.45 |
| 2023-12-31 | $207k | 2.0k | 101.99 |
| 2023-09-30 | $232k | 2.3k | 98.90 |
| 2023-06-30 | $574k | 5.7k | 100.79 |
| 2023-03-31 | $540k | 5.3k | 101.66 |
| 2022-12-31 | $854k | 1.6k | 539.66 |
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