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iShares Dow Jones EPAC Sel Div Ind shares owned by Legacy Private Trust

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

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $246k 8.1k 30.23
2024-06-30 $256k 9.3k 27.67
2024-03-31 $259k 9.3k 28.04
2023-12-31 $296k 11k 27.99
2023-09-30 $2.2M 86k 25.40
2023-06-30 $3.2M 120k 26.33
2023-03-31 $2.8M 102k 27.49
2022-12-31 $1.6M 59k 27.16
2022-09-30 $374k 17k 22.54
2022-06-30 $448k 17k 27.19
2022-03-31 $640k 20k 31.76
2021-12-31 $654k 21k 31.18
2021-09-30 $685k 23k 30.43
2021-06-30 $1.0M 31k 32.39
2021-03-31 $792k 25k 31.48
2020-12-31 $623k 21k 29.48
2020-09-30 $569k 23k 24.91
2020-06-30 $643k 26k 25.13
2020-03-31 $1.3M 59k 22.59
2019-12-31 $3.7M 111k 33.57
2019-09-30 $3.3M 108k 30.74
2019-06-30 $3.4M 110k 30.72
2019-03-31 $3.9M 125k 30.86
2018-12-31 $4.7M 165k 28.71
2018-09-30 $9.9M 304k 32.63
2018-06-30 $10M 324k 32.05
2018-03-31 $12M 362k 33.01
2017-12-31 $13M 387k 33.79
2017-09-30 $13M 378k 33.76
2017-06-30 $9.2M 283k 32.72
2017-03-31 $3.3M 106k 31.46
2016-12-31 $1.9M 65k 29.56
2016-09-30 $1.7M 55k 29.97
2016-06-30 $3.0M 104k 28.63
2016-03-31 $1.2M 41k 28.99
2015-12-31 $910k 32k 28.71

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Legacy Private Trust

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Envestnet Asset Management
Ameriprise Financial
UBS Group
Mercer Global Advisors
Wells Fargo & Company
Us Bancorp
Bank of New York Mellon
LPL Financial
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Regions Bank
Assetmark
Orion Portfolio Solutions

View all funds holding iShares Dow Jones EPAC Sel Div Ind