Dow shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Dow (DOW) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Dow
Tip: Access up to 7 years of quarterly data
All positions including Dow held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dow by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $234k | 8.8k | 26.48 |
| 2025-03-31 | $320k | 9.2k | 34.92 |
| 2024-12-31 | $394k | 9.8k | 40.13 |
| 2024-09-30 | $570k | 10k | 54.63 |
| 2024-06-30 | $555k | 11k | 53.05 |
| 2024-03-31 | $608k | 11k | 57.93 |
| 2023-12-31 | $573k | 10k | 54.84 |
| 2023-09-30 | $546k | 11k | 51.56 |
| 2023-06-30 | $566k | 11k | 53.26 |
| 2023-03-31 | $591k | 11k | 54.82 |
| 2022-12-31 | $556k | 11k | 50.39 |
| 2022-09-30 | $542k | 12k | 43.96 |
| 2022-06-30 | $638k | 12k | 51.58 |
| 2022-03-31 | $788k | 12k | 63.68 |
| 2021-12-31 | $708k | 13k | 56.69 |
| 2021-09-30 | $711k | 12k | 57.55 |
| 2021-06-30 | $786k | 12k | 63.29 |
| 2021-03-31 | $797k | 13k | 63.92 |
| 2020-12-31 | $691k | 13k | 55.50 |
| 2020-09-30 | $534k | 11k | 47.02 |
| 2020-06-30 | $466k | 11k | 40.73 |
| 2020-03-31 | $330k | 11k | 29.26 |
| 2019-12-31 | $561k | 561 | 1000.00 |
| 2019-09-30 | $710k | 15k | 47.67 |
| 2019-06-30 | $881k | 18k | 49.30 |
More positions owned by Institute For Wealth Management
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