Ishares High Dividend Equity F shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Ishares High Dividend Equity F
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Quarterly reported holdings in Ishares High Dividend Equity F by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $220k | 2.0k | 110.17 |
| 2023-09-30 | $447k | 4.5k | 98.81 |
| 2023-06-30 | $456k | 4.5k | 100.79 |
| 2023-03-31 | $571k | 5.6k | 101.65 |
| 2022-09-30 | $1.9M | 21k | 91.27 |
| 2022-06-30 | $2.4M | 24k | 100.35 |
| 2021-09-30 | $114k | 1.2k | 93.83 |
| 2021-06-30 | $1.2M | 117k | 10.36 |
| 2021-03-31 | $108k | 1.2k | 87.10 |
| 2020-12-31 | $108k | 1.2k | 87.10 |
| 2020-09-30 | $99k | 1.2k | 80.42 |
| 2020-06-30 | $222k | 2.7k | 81.23 |
| 2020-03-31 | $195k | 2.7k | 71.59 |
| 2019-12-31 | $26k | 2.7k | 9.59 |
| 2019-09-30 | $255k | 2.7k | 94.27 |
| 2019-06-30 | $229k | 2.4k | 94.63 |
| 2019-03-31 | $225k | 2.4k | 93.24 |
| 2018-12-31 | $203k | 2.4k | 84.37 |
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