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iShares Dow Jones US Financial Svc. shares owned by Burke & Herbert Bank & Trust

Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Burke & Herbert Bank & Trust from 13F filings

Historical chart of Burke & Herbert Bank & Trust 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 Burke & Herbert Bank & Trust 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 Burke & Herbert Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $847k 12k 71.02
2024-06-30 $778k 12k 65.21

More positions owned by Burke & Herbert Bank & Trust

Spdr S&p 500 Etf Tr Other (SPY)
Microsoft Corp Common (MSFT)
Burke & Herbert Finl Svcs Corp Common (BHRB)
Apple Common (AAPL)
Ishares S&p Smallcap 600 Other (IJR)
Exxon Mobil Corp Common (XOM)
Invesco Exch Traded Fd T S&p500 Eql Wgt Other (RSP)
Ishares Msci Eafe Etf Other (EFA)
Lilly Eli & Co Common (LLY)
Procter & Gamble Common (PG)
Ishares S&p 400 Midcap Index F Other (IJH)
Johnson & Johnson Common (JNJ)
Coca Cola Common (KO)
Ishares S&p 500 Index Fund Other (IVV)
Ishares Tr Core Us Aggbd Et Other (AGG)

View all positions for Burke & Herbert Bank & Trust

Top funds holding iShares Dow Jones US Financial Svc.

RiverFront Investment Group
Envestnet Asset Management
Goldman Sachs Group
Morgan Stanley
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Baltimore-Washington Financial Advisors
Circle Wealth Management
Jpmorgan Chase & Co
International Assets Investment Management
Kozak & Associates
Janney Montgomery Scott

View all funds holding iShares Dow Jones US Financial Svc.