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iShares Dow Jones Select Dividend shares owned by Legacy Private Trust

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust 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 Legacy Private Trust 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 Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 13k 123.18
2023-12-31 $1.5M 13k 117.22
2023-09-30 $1.4M 13k 107.64
2023-06-30 $1.4M 13k 113.30
2023-03-31 $1.5M 13k 117.18
2022-12-31 $1.5M 13k 120.59
2022-09-30 $1.4M 13k 107.24
2022-06-30 $1.4M 12k 117.65
2022-03-31 $1.6M 12k 128.17
2021-12-31 $1.5M 12k 122.58
2021-09-30 $1.2M 10k 114.70
2021-06-30 $1.2M 10k 116.59
2021-03-31 $1.2M 11k 114.15
2020-12-31 $1.3M 13k 96.17
2020-09-30 $1.1M 13k 81.56
2020-06-30 $1.1M 14k 80.72
2020-03-31 $1.0M 14k 73.54
2019-12-31 $1.5M 15k 105.63
2019-09-30 $1.5M 15k 101.97
2019-06-30 $1.5M 15k 99.56
2019-03-31 $1.4M 15k 98.19
2018-12-31 $1.3M 15k 89.28
2018-09-30 $1.5M 15k 99.77
2018-06-30 $1.4M 15k 97.74
2018-03-31 $1.4M 15k 95.12
2017-12-31 $1.5M 15k 98.53
2017-09-30 $1.5M 16k 93.67
2017-06-30 $1.3M 14k 92.20
2017-03-31 $1.6M 18k 91.10
2016-12-31 $1.6M 18k 88.59
2016-09-30 $1.6M 18k 85.67
2016-06-30 $1.6M 19k 85.28
2016-03-31 $1.6M 19k 81.65
2015-12-31 $1.5M 19k 75.15
2015-09-30 $1.4M 19k 72.77
2015-06-30 $1.5M 20k 75.13
2015-03-31 $1.6M 20k 77.95
2014-12-31 $1.6M 20k 79.40
2014-09-30 $1.5M 20k 73.86
2014-06-30 $1.5M 20k 77.00

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Morgan Stanley
Pnc Financial Services
Wells Fargo & Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Us Bancorp
Branch Banking & Trust Company
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors

View all funds holding iShares Dow Jones Select Dividend