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iShares Dow Jones EPAC Sel Div Ind shares owned by Athena Capital Advisors

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

Historical chart of Athena Capital 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 Athena Capital 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 Athena Capital Advisors

Quarter filed Position value Share count Share price at filing
2020-06-30 $2.0M 78k 25.12
2020-03-31 $3.4M 151k 22.60
2019-12-31 $5.1M 151k 33.57
2019-09-30 $4.6M 151k 30.74
2019-06-30 $4.5M 146k 30.72
2019-03-31 $207k 6.3k 33.07
2018-12-31 $1.7M 58k 28.71
2018-09-30 $1.3M 39k 32.64
2018-06-30 $735k 23k 32.05
2018-03-31 $207k 6.3k 33.07
2017-12-31 $210k 6.2k 33.83
2017-09-30 $207k 6.1k 33.70
2017-03-31 $342k 11k 31.45
2016-12-31 $349k 12k 29.58
2016-09-30 $312k 10k 30.00
2016-06-30 $1.5M 52k 28.63
2016-03-31 $1.5M 52k 28.99
2015-12-31 $1.5M 52k 28.70
2015-09-30 $2.6M 91k 28.13
2015-06-30 $3.5M 108k 32.33
2015-03-31 $3.6M 108k 33.64
2014-12-31 $3.6M 108k 33.69
2014-09-30 $3.4M 96k 35.79
2014-06-30 $4.4M 110k 39.89
2014-03-31 $3.9M 102k 38.64
2013-12-31 $3.6M 96k 37.94
2013-09-30 $3.3M 92k 36.26
2013-06-30 $2.3M 73k 31.84
2013-03-31 $1.8M 51k 34.16
2012-12-31 $1.6M 46k 33.68
2012-09-30 $742k 24k 31.62

More positions owned by Athena Capital Advisors

Thermo Fisher Scientific (TMO)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
iShares Gold Trust Ishares
Nordson Corporation (NDSN)
Apple (AAPL)
iShares Russell 3000 ETF Russell 3000 Etf (IWV)
Alphabet Inc., Class C Shares Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Progressive Corporation (PGR)
Alphabet Inc., Class A Shares Cap Stk Cl A (GOOGL)
Solaredge Technologies (SEDG)
Johnson & Johnson (JNJ)
Eaton Corp SHS (ETN)
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA)
Home Depot (HD)

View all positions for Athena Capital Advisors

Top funds holding iShares Dow Jones EPAC Sel Div Ind

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

View all funds holding iShares Dow Jones EPAC Sel Div Ind