iShares Dow Jones US Utilities shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Dow Jones US Utilities
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All positions including iShares Dow Jones US Utilities held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 14k | 102.02 |
2024-06-30 | $1.1M | 13k | 87.88 |
2024-03-31 | $1.5M | 18k | 84.53 |
2023-12-31 | $1.5M | 19k | 79.94 |
2023-09-30 | $1.5M | 21k | 74.02 |
2023-06-30 | $1.8M | 22k | 81.75 |
2023-03-31 | $1.8M | 22k | 83.70 |
2022-12-31 | $1.8M | 21k | 86.54 |
2022-09-30 | $1.6M | 19k | 81.12 |
2022-06-30 | $1.6M | 19k | 85.54 |
2022-03-31 | $1.1M | 13k | 91.00 |
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