iShares Dow Jones Select Dividend shares owned by Aspiriant
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $752k | 6.1k | 123.18 |
| 2023-12-31 | $753k | 6.4k | 117.22 |
| 2023-09-30 | $726k | 6.7k | 107.64 |
| 2023-06-30 | $765k | 6.7k | 113.30 |
| 2023-03-31 | $1.4M | 12k | 117.18 |
| 2022-12-31 | $1.4M | 11k | 120.60 |
| 2022-09-30 | $1.2M | 12k | 107.31 |
| 2022-06-30 | $1.4M | 12k | 117.56 |
| 2022-03-31 | $1.6M | 13k | 128.09 |
| 2021-12-31 | $1.6M | 13k | 122.76 |
| 2021-09-30 | $1.2M | 10k | 114.71 |
| 2021-06-30 | $1.2M | 10k | 116.63 |
| 2021-03-31 | $1.1M | 9.2k | 114.13 |
| 2020-12-31 | $1.2M | 13k | 96.20 |
| 2020-09-30 | $714k | 8.8k | 81.47 |
| 2020-06-30 | $707k | 8.8k | 80.67 |
| 2020-03-31 | $645k | 8.8k | 73.60 |
| 2019-12-31 | $773k | 7.3k | 105.66 |
| 2019-09-30 | $270k | 2.6k | 102.12 |
| 2019-06-30 | $263k | 2.6k | 99.47 |
| 2019-03-31 | $264k | 2.7k | 98.00 |
| 2018-12-31 | $240k | 2.7k | 89.09 |
| 2018-09-30 | $269k | 2.7k | 99.85 |
| 2018-06-30 | $263k | 2.7k | 97.62 |
| 2018-03-31 | $313k | 3.3k | 95.02 |
| 2017-09-30 | $252k | 2.7k | 93.54 |
| 2017-06-30 | $302k | 3.3k | 92.07 |
| 2017-03-31 | $294k | 3.2k | 91.02 |
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