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Ishares High Dividend Equity F shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 30k 117.62
2022-09-30 $465k 5.1k 91.23
2022-06-30 $1.3M 13k 102.92

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

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