iShares Dow Jones Select Dividend shares owned by Caerus Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Caerus Investment Advisors
from 13F filings
Historical chart of Caerus Investment Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Caerus Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 21k | 135.07 |
| 2024-06-30 | $2.6M | 21k | 120.98 |
| 2024-03-31 | $3.0M | 24k | 123.18 |
| 2023-12-31 | $2.8M | 24k | 117.22 |
| 2023-09-30 | $2.6M | 24k | 107.64 |
| 2023-06-30 | $2.7M | 24k | 113.30 |
| 2023-03-31 | $2.8M | 24k | 117.18 |
| 2022-12-31 | $2.9M | 24k | 120.60 |
| 2022-09-30 | $2.6M | 24k | 107.22 |
| 2022-06-30 | $2.8M | 24k | 117.66 |
| 2022-03-31 | $3.0M | 24k | 125.10 |
| 2021-12-31 | $2.3M | 19k | 122.58 |
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