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Ishares High Dividend Equity F shares owned by Sigma Planning

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.6M 59k 112.26
2024-09-30 $6.9M 58k 117.62
2024-06-30 $5.6M 52k 108.70
2024-03-31 $5.6M 51k 110.21
2023-12-31 $1.9M 19k 101.99
2023-09-30 $5.2M 53k 98.89
2023-06-30 $5.4M 53k 100.79
2023-03-31 $5.7M 56k 101.66
2022-12-31 $5.5M 53k 104.24
2022-09-30 $4.8M 52k 91.29
2022-06-30 $5.3M 53k 100.43
2022-03-31 $4.8M 45k 106.90
2021-12-31 $4.4M 44k 100.99
2021-09-30 $3.8M 41k 94.26
2021-06-30 $3.8M 39k 96.54
2021-03-31 $3.4M 36k 94.89
2020-12-31 $4.0M 46k 87.67
2020-09-30 $3.6M 45k 80.48
2020-06-30 $4.0M 50k 81.14
2020-03-31 $3.0M 42k 71.56
2019-12-31 $4.4M 45k 98.07
2019-09-30 $5.5M 59k 94.17
2019-06-30 $4.5M 48k 94.50
2019-03-31 $4.3M 46k 93.29
2018-12-31 $6.3M 74k 84.38
2018-09-30 $4.1M 45k 90.55
2018-06-30 $3.7M 44k 84.98
2018-03-31 $3.7M 44k 84.47
2017-12-31 $4.2M 46k 90.15
2017-09-30 $4.2M 49k 85.96
2017-06-30 $3.6M 43k 83.13
2017-03-31 $11M 136k 83.86
2016-12-31 $11M 132k 82.25
2016-09-30 $3.2M 40k 81.29
2016-06-30 $1.9M 23k 82.16
2016-03-31 $1.1M 14k 78.01
2015-12-31 $706k 9.6k 73.47
2015-09-30 $700k 10k 69.62
2015-06-30 $961k 13k 73.59
2015-03-31 $1.0M 14k 75.02
2014-12-31 $1.0M 13k 76.53

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Sigma Planning

Top funds holding Ishares High Dividend Equity F

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

View all funds holding Ishares High Dividend Equity F