Ishares Tr us divid bybck shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr us divid bybck (DIVB) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Ishares Tr us divid bybck
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Quarterly reported holdings in Ishares Tr us divid bybck by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 23k | 44.50 |
| 2023-12-31 | $840k | 21k | 41.05 |
| 2023-09-30 | $732k | 20k | 37.23 |
| 2023-06-30 | $721k | 19k | 38.25 |
| 2023-03-31 | $655k | 18k | 37.33 |
| 2022-12-31 | $699k | 19k | 37.51 |
| 2022-09-30 | $692k | 19k | 37.12 |
| 2022-06-30 | $903k | 25k | 36.28 |
| 2022-03-31 | $1.0M | 24k | 41.73 |
| 2021-12-31 | $880k | 21k | 42.76 |
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