Sterling Investment Advisors, Ltd. DVY Holdings History
Sterling Investment Advisors, Ltd.'s iShares Select Dividend ETF Holding Summary
As of 2025-03-31, Sterling Investment Advisors, Ltd. held 69,338.00 shares of iShares Select Dividend ETF(DVY), totaling $9.31 Mil. This investment constitutes 2.28% of their stock portfolio, and Sterling Investment Advisors, Ltd. now holds 0.05% of the outstanding iShares Select Dividend ETF(DVY) stock.
The initial trade took place in 2022Q3. And since then Sterling Investment Advisors, Ltd. has made 6 purchases of DVY, at an average price of $119.04, for a total of 75,367.00 shares. In addition, there have been 5 sales at an average price of $116.00 for 6,029.00 shares. Based on historical transaction data and DVY's current price of $136.10, Sterling Investment Advisors, Ltd.'s estimated gain on his DVY holdings is $1.16 Mil, reflecting a 12.98% gain to date.
Sterling Investment Advisors, Ltd. DVY ($136.10) Holding Chart
Sterling Investment Advisors, Ltd. DVY ($136.10) 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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