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iShares Dow Jones EPAC Sel Div Ind shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors 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 Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.8M 137k 27.67
2024-03-31 $4.1M 146k 28.04
2023-12-31 $4.7M 168k 27.99
2023-09-30 $4.3M 169k 25.40
2023-06-30 $4.4M 168k 26.33
2023-03-31 $5.9M 215k 27.49
2022-12-31 $4.7M 173k 27.16
2022-09-30 $3.5M 154k 22.53
2022-06-30 $4.4M 162k 27.16
2022-03-31 $4.5M 140k 31.76
2021-12-31 $1.4M 45k 31.19
2021-09-30 $1.3M 43k 30.43
2021-06-30 $1.0M 32k 32.40
2021-03-31 $975k 31k 31.49
2020-12-31 $871k 30k 29.48
2020-09-30 $680k 27k 24.94
2020-06-30 $691k 28k 25.12
2020-03-31 $898k 40k 22.59
2019-12-31 $1.2M 34k 33.58
2019-09-30 $1.4M 44k 30.73
2019-03-31 $1.3M 43k 30.86
2018-12-31 $607k 21k 28.70
2018-09-30 $678k 21k 32.65
2018-06-30 $666k 21k 32.07
2018-03-31 $749k 23k 33.03
2017-12-31 $681k 20k 33.79
2017-09-30 $675k 20k 33.76
2017-06-30 $472k 14k 32.73
2017-03-31 $414k 13k 31.45
2016-12-31 $294k 9.9k 29.57
2016-09-30 $366k 12k 30.11
2016-06-30 $231k 8.1k 28.59
2012-06-30 $107k 3.6k 29.97

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
P-Solve
Morgan Stanley
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
Orion Portfolio Solutions
Alliancebernstein

View all funds holding iShares Dow Jones EPAC Sel Div Ind