Raab & Moskowitz Asset Management LLC DVY Holdings History
Raab & Moskowitz Asset Management LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Raab & Moskowitz Asset Management LLC held 55,693.00 shares of iShares Select Dividend ETF(DVY), totaling $7.48 Mil. This investment constitutes 1.88% of their stock portfolio, and Raab & Moskowitz Asset Management LLC now holds 0.04% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2014Q1. And since then Raab & Moskowitz Asset Management LLC has made 23 purchases of DVY, at an average price of $114.41, for a total of 58,739.00 shares. In addition, there have been 8 sales at an average price of $87.56 for 3,046.00 shares. Based on historical transaction data and DVY's current price of $135.02, Raab & Moskowitz Asset Management LLC's estimated gain on his DVY holdings is $1.07 Mil, reflecting a 15.87% gain to date.
Raab & Moskowitz Asset Management LLC DVY ($135.02) Holding Chart
Raab & Moskowitz Asset Management LLC DVY ($135.02) 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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