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iShares Dow Jones Select Dividend shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 88k 135.07
2024-06-30 $11M 88k 120.98
2024-03-31 $11M 90k 123.18
2023-12-31 $8.9M 76k 117.22
2023-09-30 $8.0M 74k 107.64
2023-06-30 $8.3M 73k 113.30
2023-03-31 $8.7M 74k 117.18
2022-12-31 $9.2B 76M 120.60
2022-09-30 $7.6M 71k 107.22
2022-06-30 $8.7M 74k 117.67
2022-03-31 $9.1M 71k 128.13
2021-12-31 $8.7M 71k 122.59
2021-09-30 $9.1M 80k 114.72
2021-06-30 $9.4M 80k 116.62
2021-03-31 $9.2M 80k 114.10
2020-12-31 $7.0M 72k 96.18
2020-09-30 $5.7M 69k 81.54
2020-06-30 $5.6M 70k 80.72
2020-03-31 $16M 213k 73.54
2019-12-31 $24M 231k 105.66
2019-09-30 $23M 230k 101.95
2019-06-30 $22M 16k 1406.46
2019-03-31 $22M 173 128109.83
2018-12-31 $20M 227k 89.31
2018-09-30 $22M 217k 99.76
2018-06-30 $22M 219k 99.55
2018-03-31 $21M 217k 95.12
2017-12-31 $22M 219k 98.56
2017-09-30 $21M 220k 93.65
2017-06-30 $21M 228k 92.21
2017-03-31 $21M 229k 91.10
2016-12-31 $20M 229k 88.57
2016-09-30 $20M 232k 85.69
2016-06-30 $18M 213k 85.28
2016-03-31 $17M 211k 81.67
2015-12-31 $17M 225k 75.18
2015-09-30 $15M 209k 72.75
2015-06-30 $15M 199k 75.15
2015-03-31 $14M 179k 77.94
2014-12-31 $13M 162k 79.40
2014-09-30 $11M 147k 73.86
2014-06-30 $11M 147k 76.98
2014-03-31 $8.9M 122k 73.32
2013-12-31 $7.6M 107k 71.35
2013-09-30 $6.9M 104k 66.34
2013-06-30 $6.2M 97k 64.01
2013-03-31 $4.7M 74k 63.40
2012-12-31 $3.2M 57k 57.24
2012-09-30 $3.0M 52k 57.67
2012-06-30 $2.0M 35k 56.18
2012-03-31 $790k 14k 55.99
2011-12-31 $735k 25k 29.69

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

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