Round Rock Advisors, LLC DVY Holdings History
Round Rock Advisors, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Round Rock Advisors, LLC held 102,827.00 shares of iShares Select Dividend ETF(DVY), totaling $13.81 Mil. This investment constitutes 2.56% of their stock portfolio, and Round Rock Advisors, LLC now holds 0.07% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2021Q1. And since then Round Rock Advisors, LLC has made 15 purchases of DVY, at an average price of $115.75, for a total of 106,369.00 shares. In addition, there have been 2 sales at an average price of $110.41 for 3,542.00 shares. Based on historical transaction data and DVY's current price of $135.70, Round Rock Advisors, LLC's estimated gain on his DVY holdings is $2.03 Mil, reflecting a 16.51% gain to date.
Round Rock Advisors, LLC DVY ($135.70) Holding Chart
Round Rock Advisors, LLC DVY ($135.70) 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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