St. Clair Advisors, LLC DVY Holdings History
St. Clair Advisors, LLC's iShares Select Dividend ETF Holding Summary
As of 2025-06-30, St. Clair Advisors, LLC held 195,756.00 shares of iShares Select Dividend ETF(DVY), totaling $26.00 Mil. This investment constitutes 6.8% of their stock portfolio, and St. Clair Advisors, LLC now holds 0.13% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2020Q4. And since then St. Clair Advisors, LLC has made 10 purchases of DVY, at an average price of $110.37, for a total of 286,207.00 shares. In addition, there have been 7 sales at an average price of $115.19 for 90,451.00 shares. Based on historical transaction data and DVY's current price of $137.52, St. Clair Advisors, LLC's estimated gain on his DVY holdings is $5.75 Mil, reflecting a 18.20% gain to date.
St. Clair Advisors, LLC DVY ($137.52) Holding Chart
St. Clair Advisors, LLC DVY ($137.52) 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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