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iShares Dow Jones US Utilities shares owned by Apexium Financial

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Apexium Financial from 13F filings

Historical chart of Apexium Financial 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 Apexium Financial 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 Apexium Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $294k 3.5k 84.52
2023-12-31 $279k 3.5k 79.93
2023-09-30 $268k 3.6k 74.16
2023-06-30 $296k 3.6k 81.75
2023-03-31 $303k 3.6k 83.71
2022-12-31 $326k 3.8k 86.54
2022-09-30 $314k 3.9k 81.22

More positions owned by Apexium Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Value Line Divid In SHS (FVD)

View all positions for Apexium Financial

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
Bellwether Advisors
Goldman Sachs Group
Advisor Group Holdings
Branch Banking & Trust Company
UBS Group
AE Wealth Management
Rockefeller Capital Management

View all funds holding iShares Dow Jones US Utilities