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iShares Dow Jones Select Dividend shares owned by Klingman & Associates

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 33k 123.18
2023-12-31 $3.8M 33k 117.22
2023-09-30 $3.5M 33k 107.64
2023-06-30 $5.6M 50k 113.30
2023-03-31 $3.8M 33k 117.18
2022-12-31 $3.9M 33k 120.60
2022-09-30 $3.4M 32k 107.23
2022-06-30 $3.8M 32k 117.66
2022-03-31 $4.1M 32k 128.13
2021-12-31 $3.9M 32k 122.59
2021-09-30 $3.7M 32k 114.71
2021-06-30 $3.7M 32k 116.62
2021-03-31 $3.7M 33k 114.11
2020-12-31 $3.3M 35k 96.19
2020-09-30 $2.9M 36k 81.54
2020-06-30 $3.0M 37k 80.71
2020-03-31 $3.0M 41k 73.55
2019-12-31 $4.4M 42k 105.67
2019-09-30 $4.4M 43k 101.95
2019-06-30 $1.3M 13k 99.54
2019-03-31 $4.2M 43k 98.17
2018-12-31 $3.8M 43k 89.32
2018-09-30 $4.3M 43k 99.76
2018-06-30 $4.2M 43k 97.74
2018-03-31 $4.1M 44k 95.11
2017-12-31 $4.3M 44k 98.55
2017-09-30 $4.1M 44k 93.65
2017-06-30 $4.0M 44k 92.21
2017-03-31 $4.3M 47k 91.10
2016-12-31 $4.2M 47k 88.57
2016-09-30 $4.1M 48k 85.69
2016-06-30 $4.1M 48k 85.27
2016-03-31 $4.0M 48k 81.67
2015-12-31 $3.6M 48k 75.16
2015-09-30 $3.5M 48k 72.73
2015-06-30 $3.6M 48k 75.14
2015-03-31 $3.7M 48k 77.95
2014-12-31 $3.8M 48k 79.38

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend