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iShares Dow Jones US Oil & Gas Exp. shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Oil & Gas Exp. (IEO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in iShares Dow Jones US Oil & Gas Exp.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Oil & Gas Exp. held by Concurrent 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 Oil & Gas Exp. by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $455k 5.0k 91.45
2024-06-30 $397k 4.0k 99.51
2024-03-31 $425k 4.0k 106.96
2023-12-31 $389k 4.2k 93.19

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NVIDIA Corporation Call Option (NVDA)
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Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Amazon Call Option (AMZN)
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Dutch Bros Cl A (BROS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for Concurrent Investment Advisors

Top funds holding iShares Dow Jones US Oil & Gas Exp.

Morgan Stanley
Bank of America Corporation
Raymond James Financial
Wells Fargo & Company
LPL Financial
Altus Wealth Management
EP Wealth Advisors
Royal Bank of Canada
Mml Investors Services
Citadel Advisors
Amica Mutual Insurance Company
UBS Group
Envestnet Asset Management
Commonwealth Equity Services
Stifel Financial

View all funds holding iShares Dow Jones US Oil & Gas Exp.