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

View all positions for First Foundation Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend