Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

iShares Dow Jones Select Dividend shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $225k 1.7k 131.29
2024-09-30 $232k 1.7k 135.07
2024-06-30 $208k 1.7k 120.98
2024-03-31 $219k 1.8k 123.15
2023-03-31 $243k 2.1k 117.18
2022-12-31 $250k 2.1k 120.60
2022-09-30 $222k 2.1k 107.14
2022-06-30 $238k 2.0k 117.71
2022-03-31 $259k 2.0k 128.09
2021-12-31 $248k 2.0k 122.65
2021-09-30 $237k 2.1k 114.83
2021-06-30 $241k 2.1k 116.76
2021-03-31 $236k 2.1k 114.34
2019-12-31 $288k 2.7k 105.65
2019-09-30 $278k 2.7k 101.98
2019-06-30 $286k 2.9k 99.72
2019-03-31 $291k 3.0k 98.18
2018-12-31 $201k 2.3k 89.25
2018-09-30 $225k 2.3k 99.91
2018-06-30 $236k 2.4k 97.80
2018-03-31 $276k 2.9k 95.14
2017-12-31 $260k 2.6k 98.41
2017-09-30 $279k 3.0k 93.72
2017-06-30 $277k 3.0k 92.30
2017-03-31 $274k 3.0k 91.06
2016-12-31 $320k 3.6k 88.47
2016-09-30 $361k 4.2k 85.61
2016-06-30 $407k 4.8k 85.31
2016-03-31 $391k 4.8k 81.71
2015-12-31 $409k 5.4k 75.21
2015-09-30 $359k 4.9k 72.72
2015-06-30 $241k 3.2k 75.15
2015-03-31 $259k 3.3k 77.99
2014-12-31 $405k 5.1k 79.40
2014-09-30 $379k 5.1k 73.88
2014-06-30 $393k 5.1k 76.98
2014-03-31 $354k 4.8k 73.37
2013-12-31 $348k 4.9k 71.36
2013-09-30 $514k 7.8k 66.30
2013-06-30 $582k 9.1k 64.05

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View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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