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iShares Dow Jones Select Dividend shares owned by First Foundation Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors 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 First Foundation Advisors 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 First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $216k 1.8k 120.98
2024-03-31 $250k 2.0k 123.18
2023-12-31 $238k 2.0k 117.22
2023-09-30 $221k 2.1k 107.64
2023-06-30 $351k 3.1k 113.30
2023-03-31 $415k 3.5k 117.18
2022-12-31 $434k 3.6k 120.60
2022-09-30 $386k 3.6k 107.25
2022-06-30 $390k 3.3k 117.58
2022-03-31 $374k 2.9k 128.21
2021-12-31 $358k 2.9k 122.73
2021-09-30 $554k 4.8k 114.77
2021-06-30 $317k 2.7k 116.72
2021-03-31 $289k 2.5k 114.00
2020-12-31 $244k 2.5k 96.25
2020-09-30 $206k 2.5k 81.58
2020-06-30 $231k 2.9k 80.66
2020-03-31 $232k 3.2k 73.46
2019-12-31 $433k 4.1k 105.64
2019-09-30 $358k 3.5k 102.05
2019-06-30 $295k 3.0k 99.59
2019-03-31 $291k 3.0k 98.24
2018-12-31 $261k 2.9k 89.32
2018-09-30 $247k 2.5k 99.84
2018-06-30 $242k 2.5k 97.82
2018-03-31 $235k 2.5k 94.99
2017-12-31 $311k 3.2k 98.45
2017-09-30 $296k 3.2k 93.70
2017-06-30 $291k 3.2k 92.12
2017-03-31 $288k 3.2k 91.17
2016-12-31 $384k 4.3k 88.58
2016-09-30 $578k 6.7k 85.67
2016-06-30 $1.1M 13k 85.31
2016-03-31 $1.1M 13k 81.71
2015-12-31 $969k 13k 75.12
2015-09-30 $626k 8.6k 72.79
2015-06-30 $364k 4.9k 75.05
2015-03-31 $390k 5.0k 78.00
2014-12-31 $385k 4.9k 79.38
2014-09-30 $358k 4.9k 73.81
2014-06-30 $373k 4.9k 76.91

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
United Parcel Service CL B (UPS)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for First Foundation Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
International Assets Investment Management
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
Howard Capital Management
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend