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iShares Dow Jones US Oil & Gas Exp. shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group 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 ProVise Management Group 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $200k 2.0k 99.52
2024-03-31 $215k 2.0k 106.97

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Apple (AAPL)

View all positions for ProVise Management Group

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

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Ameriprise Financial
Altus Wealth Management
Royal Bank of Canada
LPL Financial
Amica Mutual Insurance Company
Envestnet Asset Management
Mml Investors Services
Susquehanna International
Northwestern Mutual Wealth Management Company
UBS Group
Stifel Financial
Commonwealth Equity Services

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