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iShares Dow Jones Select Dividend shares owned by Legacy Advisors

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

Historical chart of Legacy Advisors 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 Legacy Advisors 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 Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 1.9k 123.18
2023-12-31 $226k 1.9k 117.22
2023-09-30 $207k 1.9k 107.64
2019-12-31 $274k 2.6k 105.83
2019-06-30 $142k 1.4k 99.72
2019-03-31 $148k 1.5k 98.40
2018-09-30 $143k 1.4k 100.42
2018-06-30 $168k 1.7k 98.02
2018-03-31 $136k 1.4k 95.51
2017-12-31 $32k 325 98.46
2017-09-30 $30k 325 92.31
2017-06-30 $29k 325 89.23
2017-03-31 $29k 325 89.23
2016-12-31 $28k 325 86.15