Ownership history in UNIONVIEW, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which UNIONVIEW, LLC reported a position in ISHARES SELECT DIVIDEND ETF (DVY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 11,234 | +83 | +0.7% | 1.08% | $1.5M | $125.51 |
| 2024 Q3 | ADDED | 11,151 | +76 | +0.7% | 1.17% | $1.5M | $127.88 |
| 2024 Q2 | REDUCED | 11,075 | -9 | -0.1% | 1.09% | $1.3M | $113.23 |
| 2024 Q1 | REDUCED | 11,084 | -1,184 | -9.7% | 1.13% | $1.4M | $114.41 |
| 2023 Q4 | REDUCED | 12,268 | -483 | -3.8% | 1.29% | $1.4M | $107.98 |
| 2023 Q3 | ADDED | 12,751 | +176 | +1.4% | 1.30% | $1.4M | $98.16 |
| 2023 Q2 | ADDED | 12,575 | +51 | +0.4% | 1.30% | $1.4M | $101.96 |
| 2023 Q1 | ADDED | 12,524 | +63 | +0.5% | 1.38% | $1.5M | $104.68 |
| 2022 Q4 | ADDED | 12,461 | +1,128 | +10.0% | 1.50% | $1.5M | $106.78 |
| 2022 Q3 | ADDED | 11,333 | +201 | +1.8% | 1.39% | $1.2M | $94.13 |
As of 2025 Q4 — sorted by position size