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iShares Dow Jones US Financial Svc. shares owned by Allegiant Private Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Allegiant Private Advisors from 13F filings

Historical chart of Allegiant Private Advisors investment in iShares Dow Jones US Financial Svc.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial Svc. held by Allegiant Private Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Allegiant Private Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $2.8M 15k 185.24
2021-03-31 $284k 1.7k 171.08

More positions owned by Allegiant Private Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Allegiant Private Advisors

Top funds holding iShares Dow Jones US Financial Svc.

Raymond James & Associates
RiverFront Investment Group
Goldman Sachs Group
Bank of America Corporation
Royal Bank of Canada
Ferguson Wellman Capital Management
Arkansas Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Private Advisor
Howard Capital Management Group
Circle Wealth Management
UBS Group
Janney Montgomery Scott
Jpmorgan Chase & Co

View all funds holding iShares Dow Jones US Financial Svc.