iShares Dow Jones US Utilities shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares Dow Jones US Utilities
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All positions including iShares Dow Jones US Utilities held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $217k | 2.7k | 79.93 |
2022-12-31 | $214k | 2.5k | 86.54 |
2022-09-30 | $200k | 2.5k | 80.94 |
2022-06-30 | $212k | 2.5k | 85.80 |
2022-03-31 | $225k | 2.5k | 91.06 |
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