iShares Dow Jones Select Dividend shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $65k | 482 | 135.07 |
| 2024-06-30 | $58k | 482 | 120.98 |
| 2024-03-31 | $59k | 482 | 123.18 |
| 2023-12-31 | $57k | 482 | 117.22 |
| 2023-09-30 | $52k | 482 | 107.64 |
| 2023-06-30 | $55k | 482 | 113.30 |
| 2023-03-31 | $57k | 482 | 117.18 |
| 2022-12-31 | $58k | 482 | 120.60 |
| 2022-09-30 | $52k | 482 | 107.88 |
| 2022-06-30 | $57k | 482 | 118.26 |
| 2022-03-31 | $62k | 482 | 128.63 |
| 2021-12-31 | $59k | 482 | 122.41 |
| 2021-09-30 | $55k | 482 | 114.11 |
| 2021-06-30 | $56k | 482 | 116.18 |
| 2021-03-31 | $55k | 482 | 114.11 |
| 2020-12-31 | $47k | 487 | 96.51 |
| 2020-09-30 | $40k | 487 | 82.14 |
| 2020-06-30 | $39k | 487 | 80.08 |
| 2020-03-31 | $36k | 487 | 73.92 |
| 2019-12-31 | $51k | 487 | 104.72 |
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