iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in iShares Dow Jones US Brok-Dea. Ind.ETF
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Brok-Dea. Ind.ETF held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Brok-Dea. Ind.ETF by Avitas Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $574k | 4.0k | 144.10 |
2024-09-30 | $542k | 4.2k | 128.56 |
2024-06-30 | $499k | 4.3k | 116.93 |
2024-03-31 | $489k | 4.2k | 116.01 |
2023-12-31 | $464k | 4.3k | 108.53 |
2023-09-30 | $383k | 4.2k | 91.03 |
2023-06-30 | $251k | 2.8k | 90.75 |
2023-03-31 | $250k | 2.7k | 91.64 |
2022-12-31 | $215k | 2.2k | 96.13 |
2022-03-31 | $201k | 2.0k | 99.65 |
2021-12-31 | $447k | 4.1k | 110.21 |
2021-09-30 | $430k | 4.1k | 104.39 |
2021-06-30 | $425k | 4.2k | 102.09 |
2021-03-31 | $378k | 4.1k | 92.06 |
2020-12-31 | $325k | 4.1k | 79.50 |
2019-12-31 | $303k | 4.4k | 68.54 |
2019-09-30 | $287k | 4.5k | 64.34 |
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