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iShares Dow Jones Select Dividend shares owned by Valley National Advisers

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers 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 Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $248k 1.9k 131.29
2024-09-30 $261k 1.9k 134.61
2024-06-30 $234k 1.9k 120.68
2024-03-31 $331k 2.7k 122.82
2023-12-31 $418k 3.6k 117.09
2023-09-30 $384k 3.6k 107.56
2023-06-30 $424k 3.7k 113.52
2023-03-31 $441k 3.7k 118.07
2022-12-31 $477k 3.8k 125.03
2022-09-30 $465k 4.1k 112.32
2022-06-30 $490k 4.1k 118.36
2022-03-31 $530k 4.1k 128.02
2021-12-31 $508k 4.1k 122.71
2021-09-30 $486k 4.2k 114.62
2021-06-30 $506k 4.3k 116.59
2021-03-31 $495k 4.3k 114.06
2020-12-31 $417k 4.3k 96.08
2020-09-30 $354k 4.3k 81.57
2020-06-30 $350k 4.3k 80.65
2020-03-31 $319k 4.3k 73.50
2019-12-31 $459k 4.3k 105.76
2019-09-30 $442k 4.3k 101.84
2019-06-30 $447k 4.5k 99.55
2019-03-31 $441k 4.5k 98.22
2018-12-31 $401k 4.5k 89.31
2018-09-30 $448k 4.5k 99.78
2018-06-30 $439k 4.5k 97.77
2018-03-31 $427k 4.5k 95.10
2017-12-31 $444k 4.5k 98.67
2017-09-30 $421k 4.5k 93.56
2017-06-30 $448k 4.9k 92.16
2017-03-31 $443k 4.9k 91.13
2016-12-31 $435k 4.9k 88.58
2016-09-30 $421k 4.9k 85.73
2016-06-30 $1.3M 15k 85.29
2016-03-31 $1.2M 15k 81.69
2015-12-31 $1.1M 15k 75.18
2015-09-30 $1.1M 15k 72.76
2015-06-30 $1.1M 15k 75.12
2015-03-31 $1.2M 15k 77.97
2014-12-31 $549k 7.7k 71.39

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Msci Usa Quality (GARP)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Total Usd (IUSB)

View all positions for Valley National Advisers

Top funds holding iShares Dow Jones Select Dividend

Wealthfront Advisers
Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
Pnc Financial Services
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
LPL Financial
Twin Tree Management
Envestnet Asset Management
Branch Banking & Trust Company
Raymond James Financial
Us Bancorp

View all funds holding iShares Dow Jones Select Dividend