iShares Dow Jones Select Dividend shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares Dow Jones Select Dividend
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Quarterly reported holdings in iShares Dow Jones Select Dividend by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 22k | 123.18 |
| 2023-12-31 | $2.6M | 22k | 117.22 |
| 2023-09-30 | $3.1M | 29k | 109.10 |
| 2023-06-30 | $3.2M | 29k | 113.30 |
| 2023-03-31 | $5.6M | 48k | 117.18 |
| 2022-12-31 | $5.7M | 47k | 120.60 |
| 2022-09-30 | $5.2M | 48k | 107.21 |
| 2022-06-30 | $5.9M | 50k | 117.66 |
| 2022-03-31 | $4.3M | 34k | 128.13 |
| 2021-12-31 | $3.6M | 30k | 122.58 |
| 2021-09-30 | $3.4M | 29k | 114.71 |
| 2021-06-30 | $1.2M | 10k | 116.58 |
| 2021-03-31 | $4.7M | 42k | 114.09 |
| 2020-12-31 | $1.3M | 13k | 96.21 |
| 2020-09-30 | $1.2M | 13k | 89.84 |
| 2020-06-30 | $1.2M | 15k | 80.70 |
| 2020-03-31 | $1.6M | 22k | 73.55 |
| 2019-09-30 | $6.6M | 65k | 101.96 |
| 2019-06-30 | $5.7M | 57k | 99.56 |
| 2019-03-31 | $1.1M | 11k | 98.16 |
| 2018-03-31 | $116k | 116k | 1.00 |
| 2017-12-31 | $172k | 1.7k | 100.00 |
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