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iShares Dow Jones Select Dividend shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial 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 Plante Moran Financial 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $354k 2.6k 135.07
2024-06-30 $305k 2.5k 120.98
2024-03-31 $311k 2.5k 123.18
2023-12-31 $296k 2.5k 117.22
2023-09-30 $272k 2.5k 107.64
2023-06-30 $331k 2.9k 113.30
2023-03-31 $296k 2.5k 117.18
2022-12-31 $304k 2.5k 120.60
2022-09-30 $271k 2.5k 107.37
2022-06-30 $206k 1.7k 117.92
2022-03-31 $224k 1.7k 128.22
2021-12-31 $320k 2.6k 122.70
2021-09-30 $322k 2.8k 114.75
2021-06-30 $206k 1.8k 116.52
2021-03-31 $232k 2.0k 114.17
2020-12-31 $195k 2.0k 95.96
2020-09-30 $179k 2.2k 81.66
2020-06-30 $197k 2.4k 80.90
2020-03-31 $179k 2.4k 73.51
2019-12-31 $321k 3.0k 105.77
2019-09-30 $1.0M 10k 101.96
2019-06-30 $943k 9.5k 99.57
2019-03-31 $930k 9.5k 98.19
2018-12-31 $846k 9.5k 89.33
2018-09-30 $1.1M 11k 99.72
2018-06-30 $1.1M 11k 97.75
2018-03-31 $1.1M 11k 95.10
2017-12-31 $1.1M 11k 98.53
2017-09-30 $1.1M 11k 93.64
2017-06-30 $1.0M 11k 92.19
2017-03-31 $1.0M 11k 91.06
2016-12-31 $1.2M 14k 88.57
2016-09-30 $1.1M 13k 85.67
2016-06-30 $1.1M 13k 85.27
2016-03-31 $1.2M 14k 81.69
2015-12-31 $1.1M 14k 75.12
2015-09-30 $1.0M 14k 72.75
2015-06-30 $1.1M 14k 75.12
2015-03-31 $1.1M 15k 77.92
2014-12-31 $769k 9.7k 79.35
2014-09-30 $716k 9.7k 73.88
2014-06-30 $746k 9.7k 76.98
2014-03-31 $711k 9.7k 73.37
2013-12-31 $702k 9.8k 71.37
2013-09-30 $801k 12k 66.33
2013-06-30 $191k 3.0k 64.09
2011-03-31 $78k 1.5k 52.00

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Pepsico Stock (PEP)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Plante Moran Financial 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