iShares Dow Jones Select Dividend shares owned by Legacy Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy 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 Legacy 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 Legacy Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $260k | 1.9k | 135.07 |
2024-06-30 | $233k | 1.9k | 120.98 |
2024-03-31 | $237k | 1.9k | 123.18 |
2023-12-31 | $226k | 1.9k | 117.22 |
2023-09-30 | $207k | 1.9k | 107.64 |
2019-12-31 | $274k | 2.6k | 105.83 |
2019-06-30 | $142k | 1.4k | 99.72 |
2019-03-31 | $148k | 1.5k | 98.40 |
2018-09-30 | $143k | 1.4k | 100.42 |
2018-06-30 | $168k | 1.7k | 98.02 |
2018-03-31 | $136k | 1.4k | 95.51 |
2017-12-31 | $32k | 325 | 98.46 |
2017-09-30 | $29k | 325 | 89.23 |
2017-06-30 | $29k | 325 | 89.23 |
2017-03-31 | $29k | 325 | 89.23 |
2016-12-31 | $28k | 325 | 86.15 |
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