ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,530 Value ($000) $216 Avg Close Range
Q3 2025
Shares 1,530 Value ($000) $217 Avg Close Range
Q2 2025
Shares 1,630 Value ($000) $216 Avg Close Range
Q1 2025
Shares 2,006 Value ($000) $269 Avg Close Range
Q4 2024
Shares 2,006 Value ($000) $263 Avg Close Range
Q3 2024
Shares 2,006 Value ($000) $271 Avg Close Range
Q2 2024
Shares 2,006 Value ($000) $243 Avg Close Range
Q1 2024
Shares 1,780 Value ($000) $219 Avg Close Range
Q4 2023
Shares 1,953 Value ($000) $229 Avg Close Range
Q3 2023
Shares 2,233 Value ($000) $240 Avg Close Range
Q2 2023
Shares 2,233 Value ($000) $253 Avg Close Range
Q1 2023
Shares 2,429 Value ($000) $285 Avg Close Range
Q4 2022
Shares 2,264 Value ($000) $273 Avg Close Range
Q3 2022
Shares 2,137 Value ($000) $229 Avg Close Range
Q2 2022
Shares 2,137 Value ($000) $251 Avg Close Range
Q1 2022
Shares 2,137 Value ($000) $274 Avg Close Range
Q4 2021
Shares 2,105 Value ($000) $258 Avg Close Range
Q3 2021
Shares 2,190 Value ($000) $251 Avg Close Range
Q2 2021
Shares 2,137 Value ($000) $249 Avg Close Range
Q1 2021
Shares 8,180 Value ($000) $933 Avg Close Range
Q4 2020
Shares 10,744 Value ($000) $1,033 Avg Close Range
Q3 2020
Shares 11,834 Value ($000) $965 Avg Close Range
Q2 2020
Shares 13,264 Value ($000) $1,071 Avg Close Range
Q1 2020
Shares 13,264 Value ($000) $975 Avg Close Range
Q4 2019
Shares 16,004 Value ($000) $1,691 Avg Close Range
Q3 2019
Shares 16,179 Value ($000) $1,649 Avg Close Range
Q2 2019
Shares 17,692 Value ($000) $1,761 Avg Close Range
Q1 2019
Shares 2,488 Value ($000) $244 Avg Close Range
Q3 2018
Shares 17,149 Value ($000) $1,710 Avg Close Range
Q2 2018
Shares 19,124 Value ($000) $1,875 Avg Close Range
Q1 2018
Shares 19,126 Value ($000) $1,861 Avg Close Range