IFG Advisors, LLC DVY Holdings History

Number of Shares
114,448.00
Current Holdings Value*
$15.37 Mil
% of Portfolio
2.96%
Total Estimate Gain
$3.75 Mil
% of Total Estimate Gain
27.37%

IFG Advisors, LLC's iShares Select Dividend ETF Holding Summary

As of 2025-03-31, IFG Advisors, LLC held 114,448.00 shares of iShares Select Dividend ETF(DVY), totaling $15.37 Mil. This investment constitutes 2.96% of their stock portfolio, and IFG Advisors, LLC now holds 0.08% of the outstanding iShares Select Dividend ETF(DVY) stock.

The initial trade took place in 2019Q3. And since then IFG Advisors, LLC has made 19 purchases of DVY, at an average price of $105.25, for a total of 130,148.00 shares. In addition, there have been 3 sales at an average price of $101.51 for 15,700.00 shares. Based on historical transaction data and DVY's current price of $138.53, IFG Advisors, LLC's estimated gain on his DVY holdings is $3.75 Mil, reflecting a 27.37% gain to date.

IFG Advisors, LLC DVY ($138.53) Holding Chart

IFG Advisors, 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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