Ishares High Dividend Equity F shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $210k | 1.8k | 117.14 |
| 2025-03-31 | $229k | 1.9k | 121.15 |
| 2023-09-30 | $1.4M | 15k | 98.89 |
| 2023-06-30 | $1.3M | 13k | 100.79 |
| 2023-03-31 | $1.2M | 12k | 101.66 |
| 2022-12-31 | $1.2M | 12k | 104.24 |
| 2022-09-30 | $750k | 8.2k | 91.34 |
| 2022-06-30 | $472k | 4.7k | 100.51 |
| 2022-03-31 | $31k | 287 | 108.01 |
| 2021-12-31 | $29k | 287 | 101.05 |
| 2021-09-30 | $51k | 540 | 94.44 |
| 2021-06-30 | $28k | 287 | 97.56 |
| 2021-03-31 | $27k | 287 | 94.08 |
| 2020-12-31 | $25k | 287 | 87.11 |
| 2020-09-30 | $14k | 178 | 78.65 |
| 2020-03-31 | $36k | 500 | 72.00 |
| 2019-12-31 | $61k | 625 | 97.60 |
| 2019-09-30 | $59k | 625 | 94.40 |
| 2019-06-30 | $59k | 625 | 94.40 |
| 2019-03-31 | $58k | 625 | 92.80 |
| 2018-12-31 | $15k | 180 | 83.33 |
| 2018-09-30 | $19k | 213 | 89.20 |
| 2018-06-30 | $11k | 125 | 88.00 |
| 2018-03-31 | $54k | 651 | 82.95 |
| 2017-12-31 | $22k | 251 | 87.65 |
| 2017-09-30 | $18k | 213 | 84.51 |
| 2017-06-30 | $18k | 213 | 84.51 |
| 2016-12-31 | $18k | 213 | 84.51 |
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