Number of Shares
984,600.00
Current Holdings Value*
$132.22 Mil
% of Portfolio
3.32%
Total Estimate Gain
$7.96 Mil
% of Total Estimate Gain
6.25%

Howard Capital Management Inc.'s iShares Select Dividend ETF Holding Summary

As of 2025-03-31, Howard Capital Management Inc. held 984,600.00 shares of iShares Select Dividend ETF(DVY), totaling $132.22 Mil. This investment constitutes 3.32% of their stock portfolio, and Howard Capital Management Inc. now holds 0.67% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2024Q3. And since then Howard Capital Management Inc. has made 1 purchases of DVY, at an average price of $129.29, for a total of 984,600.00 shares. Based on historical transaction data and DVY's current price of $137.37, Howard Capital Management Inc.'s estimated gain on his DVY holdings is $7.96 Mil, reflecting a 6.25% gain to date.

Howard Capital Management Inc. DVY ($137.37) Holding Chart

Howard Capital Management Inc. DVY ($137.37) 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