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iShares Dow Jones Select Dividend shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 41k 135.07
2024-06-30 $4.8M 40k 120.98
2024-03-31 $4.9M 40k 123.18
2023-12-31 $4.8M 41k 117.22
2023-09-30 $4.3M 40k 107.64
2023-06-30 $4.4M 39k 113.30
2023-03-31 $4.6M 39k 117.18
2022-12-31 $4.7M 39k 120.60
2022-09-30 $4.2M 39k 107.22
2022-06-30 $4.6M 39k 117.66
2022-03-31 $4.8M 38k 128.13
2021-12-31 $4.6M 38k 122.60
2021-09-30 $4.4M 38k 114.73
2021-06-30 $4.5M 39k 116.62
2021-03-31 $4.5M 40k 114.10
2020-12-31 $3.9M 40k 96.19
2020-09-30 $3.5M 43k 81.55
2020-06-30 $4.2M 53k 80.72
2020-03-31 $4.3M 58k 73.54
2019-12-31 $7.4M 70k 105.65
2019-09-30 $7.1M 70k 101.96
2019-06-30 $6.9M 69k 99.56
2019-03-31 $6.7M 68k 98.18
2018-12-31 $6.0M 68k 89.30
2018-09-30 $6.6M 66k 99.76
2018-06-30 $6.4M 66k 97.74
2018-03-31 $6.3M 66k 95.12
2017-12-31 $6.6M 67k 98.56
2017-09-30 $5.9M 63k 93.66
2017-06-30 $5.5M 60k 92.22
2017-03-31 $5.4M 60k 91.11
2016-12-31 $4.6M 52k 88.58
2016-09-30 $6.1M 72k 85.69
2016-06-30 $6.1M 72k 85.28
2016-03-31 $5.3M 65k 81.67
2015-12-31 $4.5M 60k 75.15

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Ishares Tr Select Divid Etf (DVY)
Procter & Gamble Company (PG)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Jackson, Grant Investment Advisers

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