DUMONT & BLAKE INVESTMENT ADVISORS LLC DVY Holdings History
DUMONT & BLAKE INVESTMENT ADVISORS LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 65,885.00 shares of iShares Select Dividend ETF(DVY), totaling $8.85 Mil. This investment constitutes 2.6% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0.04% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2013Q4. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 11 purchases of DVY, at an average price of $91.96, for a total of 166,359.00 shares. In addition, there have been 26 sales at an average price of $118.51 for 100,474.00 shares. Based on historical transaction data and DVY's current price of $135.62, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his DVY holdings is $5.54 Mil, reflecting a 36.24% gain to date.
DUMONT & BLAKE INVESTMENT ADVISORS LLC DVY ($135.62) Holding Chart
DUMONT & BLAKE INVESTMENT ADVISORS LLC DVY ($135.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
