H D Vest Advisory Services »

iShares Dow Jones US Utilities shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Utilities by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.3M 22k 104.57
2025-03-31 $1.8M 17k 101.42
2021-12-31 $384k 4.3k 88.34
2021-09-30 $415k 5.3k 78.67
2021-06-30 $412k 5.2k 78.49
2021-03-31 $382k 4.8k 79.62
2020-12-31 $411k 5.3k 77.72
2020-09-30 $1.0M 7.0k 146.63
2020-06-30 $580k 4.1k 140.16
2020-03-31 $576k 4.2k 138.10