iShares Dow Jones US Utilities shares owned by Carl P. Sherr & Co
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Carl P. Sherr & Co
from 13F filings
Historical chart of Carl P. Sherr & Co investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Carl P. Sherr & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $301k | 3.1k | 96.21 |
| 2024-09-30 | $381k | 3.7k | 102.02 |
| 2024-06-30 | $328k | 3.7k | 87.88 |
| 2024-03-31 | $316k | 3.7k | 84.52 |
| 2023-12-31 | $299k | 3.7k | 79.93 |
| 2023-09-30 | $270k | 3.7k | 73.58 |
| 2023-06-30 | $300k | 3.7k | 81.75 |
| 2023-03-31 | $307k | 3.7k | 83.71 |
| 2022-12-31 | $318k | 3.7k | 86.54 |
| 2022-09-30 | $298k | 3.7k | 81.20 |
| 2022-06-30 | $314k | 3.7k | 85.56 |
| 2022-03-31 | $334k | 3.7k | 91.01 |
| 2021-12-31 | $325k | 3.7k | 88.56 |
| 2021-09-30 | $429k | 5.4k | 78.89 |
| 2021-06-30 | $431k | 5.5k | 78.51 |
| 2021-03-31 | $557k | 7.0k | 79.54 |
| 2020-12-31 | $602k | 7.8k | 77.67 |
| 2020-09-30 | $689k | 4.7k | 146.01 |
| 2020-06-30 | $661k | 4.7k | 140.10 |
| 2020-03-31 | $651k | 4.7k | 138.01 |
| 2019-12-31 | $764k | 4.7k | 162.04 |
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