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iShares Dow Jones EPAC Sel Div Ind shares owned by CX Institutional

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div Ind held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones EPAC Sel Div Ind by CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.8M 244k 28.04
2023-12-31 $8.5M 305k 27.99
2023-09-30 $2.0M 79k 25.40
2023-06-30 $8.6M 326k 26.33
2023-03-31 $9.3M 337k 27.71
2022-12-31 $1.3M 47k 27.16
2022-09-30 $5.9M 262k 22.53
2022-06-30 $1.0M 38k 27.17
2022-03-31 $7.4M 232k 31.76
2021-12-31 $4.4M 140k 31.18
2021-09-30 $4.0M 132k 30.42
2021-06-30 $4.9M 151k 32.40
2021-03-31 $4.5M 145k 31.48
2020-12-31 $25k 829 30.16
2020-09-30 $114k 4.6k 24.86
2020-06-30 $7.2M 288k 25.12
2020-03-31 $5.9M 261k 22.60
2019-12-31 $7.5M 225k 33.57
2019-09-30 $7.3M 236k 30.74
2019-06-30 $7.6M 248k 30.72
2019-03-31 $9.5M 308k 30.86
2018-12-31 $9.4M 326k 28.71
2018-09-30 $6.1M 188k 32.63
2018-06-30 $2.8M 86k 33.01

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
UBS Group
Wells Fargo & Company
Bank of New York Mellon
Us Bancorp
Mercer Global Advisors
Royal Bank of Canada
Scotia Capital
Orion Portfolio Solutions
Alliancebernstein
Regions Bank
Assetmark
Jpmorgan Chase & Co
Fukoku Mutual Life Insurance
GDS Wealth Management

View all funds holding iShares Dow Jones EPAC Sel Div Ind