Plante Moran Financial Advisors »

iShares Dow Jones Select Dividend shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial 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 Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones Select Dividend by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $296k 2.5k 117.22
2023-09-30 $272k 2.5k 107.64
2023-06-30 $331k 2.9k 113.30
2023-03-31 $296k 2.5k 117.18
2022-12-31 $304k 2.5k 120.60
2022-09-30 $271k 2.5k 107.37
2022-06-30 $206k 1.7k 117.92
2022-03-31 $224k 1.7k 128.22
2021-12-31 $320k 2.6k 122.70
2021-09-30 $322k 2.8k 114.75
2021-06-30 $206k 1.8k 116.52
2021-03-31 $232k 2.0k 114.17
2020-12-31 $195k 2.0k 95.96
2020-09-30 $179k 2.2k 81.66
2020-06-30 $197k 2.4k 80.90
2020-03-31 $179k 2.4k 73.51
2019-12-31 $321k 3.0k 105.77
2019-09-30 $1.0M 10k 101.96
2019-06-30 $943k 9.5k 99.57
2019-03-31 $930k 9.5k 98.19
2018-12-31 $846k 9.5k 89.33
2018-09-30 $1.1M 11k 99.72
2018-06-30 $1.1M 11k 97.75
2018-03-31 $1.1M 11k 95.10
2017-12-31 $1.1M 11k 98.53
2017-09-30 $1.1M 11k 93.64
2017-06-30 $1.0M 11k 92.19
2017-03-31 $1.0M 11k 91.06
2016-12-31 $1.2M 14k 88.57
2016-09-30 $1.1M 13k 85.67
2016-06-30 $1.1M 13k 85.27
2016-03-31 $1.2M 14k 81.69
2015-12-31 $1.1M 14k 75.12
2015-09-30 $1.0M 14k 72.75
2015-06-30 $1.1M 14k 75.12
2015-03-31 $1.1M 15k 77.92
2014-12-31 $769k 9.7k 79.35
2014-09-30 $716k 9.7k 73.88
2014-06-30 $746k 9.7k 76.98
2014-03-31 $711k 9.7k 73.37
2013-12-31 $702k 9.8k 71.37
2013-09-30 $801k 12k 66.33
2013-06-30 $191k 3.0k 64.09
2011-03-31 $78k 1.5k 52.00

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pepsico Stock (PEP)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Stryker Corporation Stock (SYK)
Yum Brands Stock (YUM)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Yum China Hldgs Stock (YUMC)

View all positions for Plante Moran Financial Advisors

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