How many shares of DVY does MONETA GROUP INVESTMENT ADVISORS LLC own?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC holds 80,417 shares of DVY (ISHARES DJ SELECT DIVIDEND FD).

What is MONETA GROUP INVESTMENT ADVISORS LLC's DVY position worth?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC's DVY position is worth $12.6M.

Is MONETA GROUP INVESTMENT ADVISORS LLC buying or selling DVY?

In 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC decreased their DVY position (-22.8% change in shares).

When did MONETA GROUP INVESTMENT ADVISORS LLC first buy DVY?

Based on available 13F filings, MONETA GROUP INVESTMENT ADVISORS LLC first reported a position in DVY in 2019-Q1. They have held the position across 30 quarters.

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MONETA GROUP INVESTMENT ADVISORS LLC

DVY
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES DJ SELECT DIVIDEND FD

Current Value

$12.6M

Current Shares

80,417

Total Value Change

-$9.6M

Total Shares Change

-145,321

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	80,417	-22.8%	$12.6M	0.1%	$156.30	0
2026-Q1	Decreased	104,112	-0.5%	$15.8M	0.1%	$154.11	0
2025-Q4	Increased	104,656	+16.9%	$14.8M	0.1%	$142.21	39
2025-Q3	Increased	89,558	+1.9%	$12.7M	0.1%	$139.84	34
2025-Q2	Increased	87,896	+0.5%	$11.7M	0.1%	$129.51	33
2025-Q1	Increased	87,499	+0.0%	$11.8M	0.2%	$128.87	33
2024-Q4	Decreased	87,490	-0.6%	$11.5M	0.2%	$126.12	0
2024-Q3	Decreased	87,987	-0.3%	$11.9M	0.2%	$128.54	0
2024-Q2	Decreased	88,231	-1.8%	$10.7M	0.2%	$114.10	0
2024-Q1	Increased	89,806	+18.3%	$11.1M	0.2%	$115.28	39
2023-Q4	Increased	75,931	+2.0%	$8.9M	0.2%	$108.80	34
2023-Q3	Increased	74,424	+2.0%	$8M	0.2%	$98.91	33
2023-Q2	Decreased	72,944	-1.9%	$8.3M	0.2%	$102.20	0
2023-Q1	Increased	74,350	+6.6%	$8.7M	0.2%	$104.41	35
2022-Q4	Decreased	69,746	-1.4%	$8.8M	0.2%	$107.60	0
2022-Q3	Decreased	70,770	-4.0%	$7.6M	0.3%	$95.97	0
2022-Q2	Increased	73,698	+3.3%	$8.7M	0.3%	$103.14	34
2022-Q1	Increased	71,342	+0.8%	$9.1M	0.4%	$112.44	33
2021-Q4	Decreased	70,805	-11.0%	$8.7M	0.4%	$105.56	0
2021-Q3	Decreased	79,585	-1.1%	$9.1M	0.4%	$99.90	0
2021-Q2	Increased	80,432	0.0%	$9.4M	0.4%	$98.55	33
2021-Q1	Increased	80,429	+11.1%	$9.2M	0.5%	$96.31	37
2020-Q4	Increased	72,396	+4.3%	$7M	0.5%	$79.60	40
2020-Q3	Decreased	69,402	-0.5%	$5.7M	0.5%	$67.13	0
2020-Q2	Decreased	69,735	-67.3%	$5.6M	0.5%	$65.12	0
2020-Q1	Decreased	213,027	-7.8%	$15.7M	1.6%	$61.02	0
2019-Q4	Increased	231,147	+0.7%	$24.4M	2.0%	$84.07	49
2019-Q3	Increased	229,534	+2.3%	$23.4M	2.2%	$80.52	50
2019-Q2	Decreased	224,277	-0.7%	$22.3M	2.2%	$78.12	0
2019-Q1	New	225,738	-	$22.2M	2.3%	$76.34	74

Other major holders of DVY: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

DVY30 quarters

DVY
30 quarters