iShares Dow Jones Select Dividend shares owned by Latitude Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Latitude Advisors
from 13F filings
Historical chart of Latitude 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 Latitude Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones Select Dividend by Latitude Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $231k | 1.7k | 135.07 |
2024-06-30 | $213k | 1.8k | 120.98 |
2024-03-31 | $240k | 2.0k | 123.19 |
2023-12-31 | $400k | 3.4k | 117.20 |
2023-09-30 | $363k | 3.4k | 107.63 |
2023-06-30 | $394k | 3.5k | 113.29 |
2023-03-31 | $470k | 4.0k | 117.18 |
2022-12-31 | $623k | 5.2k | 120.61 |
2022-09-30 | $291k | 2.7k | 107.26 |
2022-06-30 | $227k | 1.9k | 117.74 |
2022-03-31 | $726k | 5.7k | 128.11 |
2021-12-31 | $434k | 3.5k | 122.67 |
2021-09-30 | $320k | 2.8k | 114.57 |
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