Ellis Investment Partners, LLC DVY Holdings History
Ellis Investment Partners, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 202,190.00 shares of iShares Select Dividend ETF(DVY), totaling $27.15 Mil. This investment constitutes 5.61% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0.14% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2018Q4. And since then Ellis Investment Partners, LLC has made 15 purchases of DVY, at an average price of $101.70, for a total of 282,658.00 shares. In addition, there have been 10 sales at an average price of $111.12 for 80,468.00 shares. Based on historical transaction data and DVY's current price of $138.53, Ellis Investment Partners, LLC's estimated gain on his DVY holdings is $8.20 Mil, reflecting a 28.54% gain to date.
Ellis Investment Partners, LLC DVY ($138.53) Holding Chart
Ellis Investment Partners, LLC DVY ($138.53) 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 % | |||
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