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iShares Dow Jones Select Dividend shares owned by Beaumont Financial Partners

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Beaumont Financial Partners from 13F filings

Historical chart of Beaumont Financial Partners investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by Beaumont Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by Beaumont Financial Partners

Quarter filed Position value Share count Share price at filing
2022-09-30 $6.9M 64k 107.22
2022-06-30 $7.3M 62k 117.66
2022-03-31 $8.2M 64k 128.13
2021-12-31 $7.8M 63k 122.59
2021-09-30 $7.3M 63k 114.71
2021-06-30 $7.8M 67k 116.60
2021-03-31 $7.5M 66k 114.10
2020-12-31 $6.7M 70k 96.18
2020-09-30 $6.0M 74k 81.54
2020-06-30 $5.3M 66k 80.72
2020-03-31 $5.0M 68k 73.54
2019-12-31 $12M 117k 105.66
2019-09-30 $12M 122k 101.95
2019-06-30 $13M 127k 99.56
2019-03-31 $11M 116k 98.18
2018-12-31 $8.6M 96k 89.31
2018-09-30 $9.9M 99k 99.76
2018-06-30 $9.2M 94k 97.74
2018-03-31 $9.2M 97k 95.13
2017-12-31 $9.0M 91k 98.56
2017-09-30 $8.6M 92k 93.65
2017-06-30 $8.2M 89k 92.21
2017-03-31 $7.5M 83k 91.10
2016-12-31 $6.9M 78k 88.57
2016-09-30 $5.6M 65k 85.70
2016-06-30 $5.5M 64k 85.27
2016-03-31 $835k 11k 77.94
2015-12-31 $3.7M 50k 75.15
2015-09-30 $9.2M 119k 77.44
2015-06-30 $31M 397k 77.79
2015-03-31 $29M 372k 77.94
2014-12-31 $29M 362k 79.40
2014-09-30 $16M 221k 73.86
2014-06-30 $776k 10k 76.96
2014-03-31 $739k 10k 73.29
2013-12-31 $719k 10k 71.31

More positions owned by Beaumont Financial Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Md Cap (IJH)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
McDonald's Corporation (MCD)
Lowe's Companies (LOW)
Amazon (AMZN)
Ishares Tr S&P SML 600 GRTH (IJT)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)

View all positions for Beaumont Financial Partners

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
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Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Branch Banking & Trust Company
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend