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Ishares High Dividend Equity F shares owned by Pinnacle Private Wealth

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Pinnacle Private Wealth from 13F filings

Historical chart of Pinnacle Private Wealth investment in Ishares High Dividend Equity F

Tip: Access up to 7 years of quarterly data

All positions including Ishares High Dividend Equity F held by Pinnacle Private Wealth 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $3.2M 32k 100.42
2022-03-31 $3.1M 29k 106.88
2021-12-31 $2.8M 28k 101.00

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Envestnet Asset Management
Meiji Yasuda Life Insurance Company
LPL Financial
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Jpmorgan Chase & Co
Clark Capital Management Group
Advantus Capital Management
Commonwealth Equity Services
M^T Bank Corporation
Citadel Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding Ishares High Dividend Equity F