iShares Dow Jones Select Dividend shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 11k | 135.30 |
| 2024-06-30 | $1.3M | 11k | 121.13 |
| 2024-03-31 | $1.3M | 11k | 123.18 |
| 2023-12-31 | $1.4M | 12k | 117.22 |
| 2023-09-30 | $1.2M | 12k | 107.64 |
| 2023-06-30 | $1.5M | 13k | 113.30 |
| 2023-03-31 | $1.8M | 15k | 117.18 |
| 2022-12-31 | $2.2M | 18k | 120.60 |
| 2022-09-30 | $1.2M | 11k | 107.22 |
| 2022-06-30 | $1.3M | 11k | 117.64 |
| 2020-12-31 | $219k | 2.3k | 96.18 |
| 2020-09-30 | $54k | 660 | 81.82 |
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