iShares Dow Jones US Utilities shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners 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 Lakeview Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Dow Jones US Utilities by Lakeview Capital Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $419k | 5.2k | 79.93 |
2023-09-30 | $426k | 5.8k | 73.57 |
2023-06-30 | $474k | 5.8k | 81.74 |
2023-03-31 | $493k | 5.8k | 84.84 |
2022-12-31 | $471k | 5.6k | 84.34 |
2022-09-30 | $452k | 5.6k | 81.11 |
2022-06-30 | $430k | 5.0k | 85.61 |
2022-03-31 | $463k | 5.1k | 91.02 |
2021-12-31 | $466k | 5.3k | 88.43 |
2021-09-30 | $415k | 5.3k | 78.87 |
2021-06-30 | $412k | 5.3k | 78.46 |
2021-03-31 | $410k | 5.2k | 79.61 |
2020-12-31 | $450k | 5.8k | 77.68 |
2020-09-30 | $422k | 2.9k | 145.87 |
2020-06-30 | $413k | 2.9k | 140.19 |
2020-03-31 | $416k | 3.0k | 138.25 |
2019-12-31 | $479k | 3.0k | 162.10 |
2019-09-30 | $392k | 2.4k | 162.79 |
2019-06-30 | $344k | 2.3k | 150.68 |
2019-03-31 | $223k | 1.5k | 147.39 |
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