iShares Dow Jones US Energy Sector shares owned by Capital Advisory Group Advisory Services
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Capital Advisory Group Advisory Services
from 13F filings
Historical chart of Capital Advisory Group Advisory Services investment in iShares Dow Jones US Energy Sector
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Energy Sector held by Capital Advisory Group Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Energy Sector by Capital Advisory Group Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 45k | 49.40 |
| 2023-12-31 | $448k | 10k | 44.12 |
| 2023-09-30 | $548k | 12k | 47.43 |
| 2023-06-30 | $516k | 12k | 42.80 |
| 2023-03-31 | $527k | 12k | 43.75 |
| 2022-12-31 | $505k | 11k | 46.49 |
| 2022-09-30 | $393k | 10k | 39.28 |
| 2022-06-30 | $221k | 5.5k | 40.40 |
| 2022-03-31 | $183k | 4.5k | 40.94 |
| 2021-12-31 | $383k | 13k | 30.07 |
| 2021-09-30 | $543k | 19k | 28.27 |
| 2021-06-30 | $589k | 20k | 29.09 |
| 2021-03-31 | $743k | 28k | 26.25 |
| 2020-12-31 | $589k | 29k | 20.23 |
| 2020-09-30 | $457k | 29k | 15.97 |
| 2020-06-30 | $443k | 22k | 20.01 |
| 2020-03-31 | $244k | 16k | 15.18 |
| 2019-12-31 | $830k | 26k | 32.45 |
| 2019-09-30 | $789k | 25k | 31.60 |
| 2019-06-30 | $838k | 24k | 34.45 |
| 2019-03-31 | $647k | 18k | 36.47 |
| 2018-12-31 | $505k | 16k | 30.83 |
| 2018-09-30 | $916k | 22k | 41.67 |
| 2018-06-30 | $982k | 24k | 41.67 |
| 2018-03-31 | $1.5M | 41k | 36.88 |
More positions owned by Capital Advisory Group Advisory Services
View all positions for Capital Advisory Group Advisory Services
Top funds holding iShares Dow Jones US Energy Sector
View all funds holding iShares Dow Jones US Energy Sector