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iShares Dow Jones Select Dividend shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in iShares Dow Jones Select Dividend

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All positions including iShares Dow Jones Select Dividend held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.8M 23k 120.98
2024-03-31 $2.8M 23k 123.18
2023-12-31 $2.8M 24k 117.22
2023-09-30 $2.7M 25k 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 107.21
2022-06-30 $2.9M 24k 117.67
2022-03-31 $3.2M 24k 129.20
2021-12-31 $3.0M 24k 122.61
2021-09-30 $2.7M 23k 114.70
2021-06-30 $2.6M 23k 116.61
2021-03-31 $2.6M 23k 114.10
2020-12-31 $2.2M 23k 96.17
2020-09-30 $2.7M 34k 81.55
2020-06-30 $3.0M 37k 80.72
2020-03-31 $3.9M 53k 73.55
2019-12-31 $5.7M 54k 105.66
2019-09-30 $5.5M 54k 101.94
2019-06-30 $5.6M 56k 99.56
2019-03-31 $5.5M 56k 98.17
2018-12-31 $5.1M 56k 92.39
2018-09-30 $5.4M 54k 99.76
2018-06-30 $5.3M 54k 97.75
2018-03-31 $5.1M 54k 95.12
2017-12-31 $5.3M 54k 98.56
2017-09-30 $4.9M 53k 93.66
2017-06-30 $4.9M 53k 92.21
2017-03-31 $4.8M 53k 91.11
2016-12-31 $4.7M 53k 88.56
2016-09-30 $4.4M 52k 85.69
2016-06-30 $4.4M 52k 85.28
2016-03-31 $4.2M 52k 81.67
2015-12-31 $2.3M 31k 75.17
2015-09-30 $2.2M 31k 72.74
2015-06-30 $2.3M 31k 75.16
2015-03-31 $2.3M 29k 77.94
2014-12-31 $2.3M 29k 79.41
2014-09-30 $2.1M 28k 73.85
2014-06-30 $2.2M 28k 76.98
2014-03-31 $896k 3.0k 298.67
2013-12-31 $2.0M 28k 71.36
2013-09-30 $1.8M 28k 66.35
2013-06-30 $1.7M 27k 64.01
2013-03-31 $1.7M 27k 63.40
2012-12-31 $1.2M 21k 57.25

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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