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iShares Dow Jones EPAC Sel Div Ind shares owned by HPM Partners

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div Ind held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 134k 27.99
2023-09-30 $3.6M 143k 25.47
2023-06-30 $19M 710k 26.33
2023-03-31 $19M 680k 27.49
2022-12-31 $2.5M 93k 27.16
2022-09-30 $1.9M 82k 22.54
2022-06-30 $2.2M 82k 27.15
2022-03-31 $15k 80k 0.19
2021-12-31 $84k 83k 1.02

More positions owned by HPM Partners

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Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equity (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Etf (IEFA)
Credit Accep Corp Mich Stock (CACC)
Amazon Stock Put Option (Principal) (AMZN)
Ishares Tr Etf (QUAL)
Nvidia Corporation Stock (NVDA)
Schwab Strategic Tr Equity (SCHX)
Alphabet Equity (GOOGL)
Alphabet Equity (GOOG)

View all positions for HPM Partners

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
UBS Group
Wells Fargo & Company
Bank of New York Mellon
Us Bancorp
Mercer Global Advisors
Royal Bank of Canada
Scotia Capital
Regions Bank
Orion Portfolio Solutions
Alliancebernstein
Assetmark
Jpmorgan Chase & Co
Fukoku Mutual Life Insurance
GDS Wealth Management

View all funds holding iShares Dow Jones EPAC Sel Div Ind