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iShares Dow Jones US Utilities shares owned by LBMC Investment Advisors

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

Historical chart of LBMC Investment Advisors 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 LBMC Investment Advisors 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 LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 119k 84.52
2023-12-31 $9.6M 120k 79.93
2023-09-30 $8.6M 121k 71.05
2023-06-30 $10M 123k 81.75
2023-03-31 $11M 127k 83.71
2022-12-31 $11M 129k 86.54
2022-09-30 $10M 123k 81.13
2022-06-30 $11M 123k 85.60
2022-03-31 $11M 123k 91.00
2021-12-31 $11M 123k 88.43
2021-09-30 $10M 13k 792.76
2021-06-30 $10M 127k 78.50
2021-03-31 $10M 126k 79.56
2020-12-31 $9.7M 126k 77.60
2020-09-30 $9.6M 66k 146.01
2020-06-30 $9.2M 65k 140.21
2020-03-31 $9.1M 66k 138.09
2019-12-31 $11M 66k 162.05
2019-09-30 $11M 66k 162.86
2019-06-30 $9.9M 65k 150.80
2019-03-31 $9.6M 65k 147.30
2018-12-31 $8.7M 65k 134.22
2018-09-30 $8.6M 64k 134.08
2018-06-30 $8.7M 66k 131.94
2018-03-31 $8.8M 69k 127.45
2017-12-31 $10M 77k 132.87
2017-09-30 $14M 104k 132.91
2017-06-30 $17M 127k 130.03
2017-03-31 $17M 130k 128.42
2016-12-31 $16M 135k 121.83
2016-09-30 $17M 137k 122.57
2016-06-30 $18M 134k 131.27
2016-03-31 $16M 132k 123.68
2015-12-31 $14M 130k 107.92
2015-09-30 $14M 129k 107.89
2015-06-30 $13M 128k 103.66
2015-03-31 $14M 128k 111.76
2014-12-31 $15M 124k 118.27
2014-09-30 $13M 124k 105.27
2014-06-30 $9.4M 85k 111.37
2014-03-31 $13M 124k 104.19
2013-12-31 $12M 125k 95.82
2013-09-30 $12M 124k 93.89
2013-06-30 $12M 128k 94.58
2013-03-31 $12M 127k 97.10
2012-12-31 $11M 126k 86.36

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
iShares MSCI EAFE Index Fund (EFA)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
iShares Cohen & Steers Realty Maj. (ICF)
iShares S&P SmallCap 600 Index (IJR)
Hca Holdings (HCA)
Vanguard High Dividend Yield ETF (VYM)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Scottsdale Fds vng rus2000idx (VTWO)
iShares S&P 500 Growth Index (IVW)

View all positions for LBMC Investment Advisors

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