Wellspring Financial Advisors »

Ishares High Dividend Equity F shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors 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 Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares High Dividend Equity F by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.1M 11k 98.89
2023-06-30 $1.1M 11k 100.79
2023-03-31 $1.1M 11k 101.66
2022-12-31 $1.1M 11k 104.24
2022-09-30 $981k 11k 91.29
2022-06-30 $1.1M 11k 100.41
2022-03-31 $1.1M 11k 106.84
2021-12-31 $1.1M 11k 101.03
2021-09-30 $977k 10k 94.30
2021-06-30 $992k 10k 96.52
2021-03-31 $409k 5.7k 71.47
2020-12-31 $884k 10k 87.64
2020-09-30 $803k 10k 80.44
2020-06-30 $801k 9.9k 81.11
2020-03-31 $409k 5.7k 71.47

More positions owned by Wellspring Financial Advisors

Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Vanguard Value Etf Value Etf (VTV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Ser Tr S&p Divid Etf S&p Divid Etf (SDY)
Industrial Select Sector Spdr Sbi Int-inds (XLI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Vanguard Growth Etf Growth Etf (VUG)
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

View all positions for Wellspring Financial Advisors

Top funds holding Ishares High Dividend Equity F

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Advantus Capital Management
M^T Bank Corporation
Branch Banking & Trust Company
Commonwealth Equity Services
Janney Montgomery Scott
Federated Investors
LBMC Investment Advisors
Raymond James Financial Services Advisors
Citadel Advisors
Advisor Group Holdings

View all funds holding Ishares High Dividend Equity F