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Ishares High Dividend Equity F shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Plante Moran Financial Advisors 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $169k 1.2k 135.72
2025-12-31 $18k 150 121.61
2025-09-30 $18k 150 122.45
2024-12-31 $0 0 0.00
2024-09-30 $23k 196 117.62
2023-09-30 $2.9k 29 98.90
2022-06-30 $6.0k 59 101.69
2021-09-30 $10k 110 90.91
2018-12-31 $250k 3.0k 84.23
2016-12-31 $71k 867 81.89