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iShares Dow Jones US Utilities shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth Advisors 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 BKD Wealth Advisors 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 BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $752k 8.6k 87.88
2024-03-31 $714k 8.5k 84.52
2023-12-31 $684k 8.6k 79.93
2023-09-30 $629k 8.6k 73.58
2023-06-30 $738k 9.0k 81.75
2023-03-31 $716k 8.6k 83.71
2022-12-31 $740k 8.6k 86.54
2022-09-30 $699k 8.6k 81.07
2022-06-30 $766k 9.0k 85.57
2022-03-31 $871k 9.6k 90.95
2021-12-31 $849k 9.6k 88.47
2021-09-30 $795k 10k 78.96
2021-06-30 $790k 10k 78.46
2021-03-31 $821k 10k 79.57
2020-12-31 $813k 11k 77.64
2020-09-30 $778k 5.3k 146.10
2020-06-30 $746k 5.3k 140.17
2020-03-31 $756k 5.5k 138.08
2019-12-31 $929k 5.7k 162.04
2019-09-30 $956k 5.9k 162.81
2019-06-30 $896k 5.9k 150.84
2019-03-31 $881k 6.0k 147.32
2018-12-31 $787k 5.9k 134.23
2018-09-30 $803k 6.0k 134.08
2018-06-30 $790k 6.0k 132.00
2018-03-31 $767k 6.0k 128.15
2017-12-31 $795k 6.0k 132.90
2017-09-30 $821k 6.2k 132.85
2017-06-30 $823k 6.3k 130.10
2017-03-31 $812k 6.3k 128.36
2016-12-31 $771k 6.3k 121.84
2016-09-30 $803k 6.5k 122.63
2016-06-30 $908k 6.9k 131.29
2016-03-31 $853k 6.9k 123.68
2015-12-31 $774k 7.2k 107.86
2015-09-30 $815k 7.6k 107.93
2015-06-30 $883k 8.5k 103.61
2015-03-31 $961k 8.6k 111.77
2014-12-31 $1.1M 9.6k 118.42
2014-09-30 $945k 9.0k 105.22
2014-06-30 $1.1M 9.8k 111.28
2014-03-31 $1.1M 10k 104.08
2013-12-31 $2.0M 21k 95.89
2013-09-30 $1.9M 21k 93.90
2013-06-30 $1.0M 11k 94.59
2013-03-31 $1.1M 11k 97.08
2012-12-31 $1.1M 12k 86.32
2012-09-30 $1.2M 13k 89.50
2012-06-30 $1.2M 14k 90.04
2012-03-31 $1.2M 14k 86.14
2011-12-31 $1.2M 14k 88.35
2011-09-30 $1.1M 14k 81.75
2011-06-30 $1.1M 13k 82.70
2011-03-31 $1.1M 13k 79.33

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for BKD Wealth Advisors

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Bensler
Royal Bank of Canada
Wells Fargo & Company
Apollon Wealth Management
Commonwealth Equity Services
Raymond James Financial Services Advisors
LBMC Investment Advisors
AE Wealth Management
Envestnet Asset Management
Pinkerton Retirement Specialists

View all funds holding iShares Dow Jones US Utilities