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iShares Dow Jones US Utilities shares owned by BOS Asset Management

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

Historical chart of BOS Asset Management 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 BOS Asset Management 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 BOS Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 23k 79.93
2023-09-30 $1.8M 25k 73.58
2023-06-30 $2.1M 26k 81.75
2023-03-31 $2.2M 26k 83.71
2022-12-31 $2.7M 31k 86.54

More positions owned by BOS Asset Management

Ab Active Etfs Ultra Short Incm (YEAR)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Eli Lilly & Co. (LLY)
Us Bancorp Del Com New (USB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Energy (XLE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
NVIDIA Corporation (NVDA)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Vanguard World Fds Utilities Etf (VPU)

View all positions for BOS Asset Management

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