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iShares Dow Jones US Utilities shares owned by Essex

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

Historical chart of Essex 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 Essex 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 Essex

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 19k 84.52
2023-12-31 $1.6M 20k 79.93
2023-09-30 $1.8M 24k 73.58
2023-06-30 $2.4M 29k 81.75
2023-03-31 $2.8M 32k 86.54
2022-12-31 $2.8M 32k 86.54
2022-09-30 $2.8M 34k 81.12
2022-06-30 $2.9M 34k 85.59
2022-03-31 $3.2M 35k 91.01
2021-12-31 $3.2M 36k 88.42
2021-09-30 $2.9M 37k 78.93

More positions owned by Essex

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Select Sector Spdr Tr Technology (XLK)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Goldman Sachs (GS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Advanced Micro Devices (AMD)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Deere & Company (DE)

View all positions for Essex

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
Gimbal Financial
Branch Banking & Trust Company
UBS Group
AE Wealth Management

View all funds holding iShares Dow Jones US Utilities