iShares Dow Jones Select Dividend shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 11k | 135.07 |
| 2024-06-30 | $1.4M | 12k | 120.98 |
| 2024-03-31 | $1.6M | 13k | 123.18 |
| 2023-09-30 | $1.6M | 14k | 107.64 |
| 2023-06-30 | $1.6M | 14k | 113.30 |
| 2023-03-31 | $1.7M | 14k | 117.18 |
| 2022-12-31 | $1.8M | 15k | 120.60 |
| 2022-09-30 | $1.8M | 16k | 107.21 |
| 2022-06-30 | $1.6M | 14k | 117.70 |
| 2022-03-31 | $1.8M | 14k | 128.11 |
| 2021-12-31 | $1.7M | 14k | 122.62 |
| 2021-09-30 | $1.6M | 14k | 114.70 |
| 2021-06-30 | $1.5M | 13k | 116.60 |
| 2020-12-31 | $1.2M | 13k | 96.18 |
| 2020-06-30 | $890k | 11k | 80.73 |
| 2019-12-31 | $912k | 8.6k | 105.63 |
| 2019-09-30 | $818k | 8.0k | 101.96 |
| 2019-06-30 | $785k | 7.9k | 99.53 |
| 2019-03-31 | $867k | 8.8k | 98.22 |
| 2018-12-31 | $886k | 9.9k | 89.31 |
| 2018-09-30 | $876k | 8.8k | 99.78 |
| 2018-06-30 | $987k | 10k | 97.73 |
| 2018-03-31 | $1.2M | 13k | 95.09 |
| 2017-12-31 | $1.3M | 14k | 98.54 |
| 2017-09-30 | $1.5M | 17k | 93.67 |
| 2017-06-30 | $1.7M | 18k | 92.19 |
| 2017-03-31 | $1.7M | 19k | 91.09 |
| 2016-12-31 | $845k | 9.5k | 88.58 |
| 2016-09-30 | $769k | 9.0k | 85.73 |
| 2016-06-30 | $683k | 8.0k | 85.34 |
| 2016-03-31 | $639k | 7.8k | 81.67 |
| 2015-12-31 | $653k | 8.7k | 75.07 |
| 2015-09-30 | $632k | 8.7k | 72.70 |
| 2015-06-30 | $676k | 9.0k | 75.13 |
| 2015-03-31 | $734k | 9.4k | 77.90 |
| 2014-12-31 | $850k | 11k | 79.45 |
| 2014-09-30 | $1.1M | 15k | 73.89 |
| 2014-06-30 | $1.1M | 15k | 76.98 |
| 2014-03-31 | $1.1M | 15k | 73.34 |
| 2013-12-31 | $1.2M | 16k | 71.32 |
| 2013-09-30 | $1.2M | 18k | 66.36 |
| 2013-06-30 | $938k | 15k | 64.54 |
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