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iShares Dow Jones US Utilities shares owned by Matrix Private Capital Group

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Matrix Private Capital Group from 13F filings

Historical chart of Matrix Private Capital Group investment in iShares Dow Jones US Utilities

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Utilities held by Matrix Private Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Utilities by Matrix Private Capital Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $30k 400 74.25
2023-06-30 $33k 400 81.75
2023-03-31 $34k 400 83.71

More positions owned by Matrix Private Capital Group

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Chevron Corporation (CVX)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Matrix Private Capital Group

Top funds holding iShares Dow Jones US Utilities

Bank of America Corporation
LBMC Investment Advisors
Commonwealth Equity Services
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Bank of New York Mellon
Country Club Bank
Goldman Sachs Group
Advisor Group Holdings
Gimbal Financial
Branch Banking & Trust Company
UBS Group
AE Wealth Management
Rockefeller Capital Management

View all funds holding iShares Dow Jones US Utilities