iShares Dow Jones US Energy Sector shares owned by Capital Advisory Group Advisory Services
Quarter-by-quarter ownership of iShares Dow Jones US Energy Sector (IYE) shares owned by Capital Advisory Group Advisory Services
from 13F filings
Historical chart of Capital Advisory Group Advisory Services investment in iShares Dow Jones US Energy Sector
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Quarterly reported holdings in iShares Dow Jones US Energy Sector by Capital Advisory Group Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 48k | 46.34 |
| 2024-06-30 | $2.3M | 49k | 48.00 |
| 2024-03-31 | $2.2M | 45k | 49.40 |
| 2023-12-31 | $448k | 10k | 44.12 |
| 2023-09-30 | $548k | 12k | 47.43 |
| 2023-06-30 | $516k | 12k | 42.80 |
| 2023-03-31 | $527k | 12k | 43.75 |
| 2022-12-31 | $505k | 11k | 46.49 |
| 2022-09-30 | $393k | 10k | 39.28 |
| 2022-06-30 | $221k | 5.5k | 40.40 |
| 2022-03-31 | $183k | 4.5k | 40.94 |
| 2021-12-31 | $383k | 13k | 30.07 |
| 2021-09-30 | $543k | 19k | 28.27 |
| 2021-06-30 | $589k | 20k | 29.09 |
| 2021-03-31 | $743k | 28k | 26.25 |
| 2020-12-31 | $589k | 29k | 20.23 |
| 2020-09-30 | $457k | 29k | 15.97 |
| 2020-06-30 | $443k | 22k | 20.01 |
| 2020-03-31 | $244k | 16k | 15.18 |
| 2019-12-31 | $830k | 26k | 32.45 |
| 2019-09-30 | $789k | 25k | 31.60 |
| 2019-06-30 | $838k | 24k | 34.45 |
| 2019-03-31 | $647k | 18k | 36.47 |
| 2018-12-31 | $505k | 16k | 30.83 |
| 2018-09-30 | $916k | 22k | 41.67 |
| 2018-06-30 | $982k | 24k | 41.67 |
| 2018-03-31 | $1.5M | 41k | 36.88 |
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