ISHARES TR

Ticker: HDV CUSIP: 46429B663 Class: CORE HIGH DV ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q2 2024
Shares 1,971 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 1,997 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 4,524 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,524 Value ($000) $456 Avg Close — Range —
Q1 2023
Shares 5,619 Value ($000) $571 Avg Close — Range —
Q3 2022
Shares 20,630 Value ($000) $1,883 Avg Close — Range —
Q2 2022
Shares 23,926 Value ($000) $2,401 Avg Close — Range —
Q3 2021
Shares 1,215 Value ($000) $114 Avg Close — Range —
Q2 2021
Shares 1,207 Value ($000) $117 Avg Close — Range —
Q1 2021
Shares 1,240 Value ($000) $108 Avg Close — Range —
Q4 2020
Shares 1,240 Value ($000) $108 Avg Close — Range —
Q3 2020
Shares 1,231 Value ($000) $99 Avg Close — Range —
Q2 2020
Shares 2,733 Value ($000) $222 Avg Close — Range —
Q1 2020
Shares 2,724 Value ($000) $195 Avg Close — Range —
Q4 2019
Shares 2,712 Value ($000) $26 Avg Close — Range —
Q3 2019
Shares 2,705 Value ($000) $255 Avg Close — Range —
Q2 2019
Shares 2,420 Value ($000) $229 Avg Close — Range —
Q1 2019
Shares 2,413 Value ($000) $225 Avg Close — Range —
Q4 2018
Shares 2,406 Value ($000) $203 Avg Close — Range —